で公開中です! 詳しく見る
名前 保有額 取引額 株数
増減
保有比率の
変化
Citizens Business Bank
1976
Citizens Business Bank
California
$2143万 -$10.5万 -366 -0.5%
NEWAS
1977
N.E.W. Advisory Services
Wisconsin
$2141万 +$181万 +6,339 +9%
Global Wealth Management Investment Advisory
1978
Global Wealth Management Investment Advisory
Florida
$2138万 +$41.2万 +1,440 +2%
First Commonwealth Financial Corp
1979
First Commonwealth Financial Corp
Pennsylvania
$2138万 -$59.7万 -2,087 -3%
Consilium Wealth Advisory
1980
Consilium Wealth Advisory
Texas
$2133万 -$105万 -3,674 -5%
Arkfeld Wealth Strategies
1981
Arkfeld Wealth Strategies
Nebraska
$2131万 -$40.5万 -1,416 -2%
Crescent Grove Advisors
1982
Crescent Grove Advisors
Illinois
$2130万 -$7.69万 -269 -0.4%
Founders Capital Management (Connecticut)
1983
Founders Capital Management (Connecticut)
Connecticut
$2125万 -$15.9万 -555 -0.8%
APW
1984
Allied Private Wealth
Florida
$2125万 +$1939万 +67,800 新規
KFS
1985
Kurt F. Somerville
$2124万 -$147万 -5,132 -7%
Nicollet Investment Management
1986
Nicollet Investment Management
Minnesota
$2120万 +$11.8万 +411 +0.6%
Montis Financial
1987
Montis Financial
Massachusetts
$2120万 +$16.7万 +583 +0.8%
McDonough Capital Management
1988
McDonough Capital Management
Florida
$2120万 -$5646万 -197,388 -53%
Radnor Capital Management
1989
Radnor Capital Management
Pennsylvania
$2110万 -$4.46万 -156 -0.2%
Certified Advisory Corp
1990
Certified Advisory Corp
Florida
$2107万 -$4.95万 -173 -0.2%
Burford Brothers
1991
Burford Brothers
Texas
$2107万 +$37万 +1,294 +2%
Stablepoint Partners
1992
Stablepoint Partners
Massachusetts
$2105万 -$18.4万 -644 -0.9%
London & Capital Asset Management
1993
London & Capital Asset Management
United Kingdom
$2102万 -$759万 -26,547 -27%
Retail Employees Superannuation Trust
1994
Retail Employees Superannuation Trust
$2102万 -$1709万 -59,738 -45%
SHP Wealth Management
1995
SHP Wealth Management
Massachusetts
$2100万 +$188万 +6,562 +10%
Live Oak Private Wealth
1996
Live Oak Private Wealth
North Carolina
$2100万 -$122万 -4,270 -6%
Dominguez Wealth Management Solutions
1997
Dominguez Wealth Management Solutions
Virginia
$2095万 +$1.23万 +43 +0.1%
Aviso Wealth Management
1998
Aviso Wealth Management
Washington
$2091万 -$7.49万 -262 -0.4%
FCA
1999
FLC Capital Advisors
California
$2091万 -$255万 -8,913 -11%
Manhattan West Asset Management
2000
Manhattan West Asset Management
California
$2090万 +$191万 +6,692 +10%