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名前 保有額 取引額 株数
増減
保有比率の
変化
Per Stirling Capital Management
1951
Per Stirling Capital Management
Texas
$47.8万 -$1.71万 -187 -3%
Boothbay Fund Management
1952
Boothbay Fund Management
New York
$47.7万 -$221万 -24,238 -82%
Independent Solutions Wealth Management
1953
Independent Solutions Wealth Management
New York
$47.7万 +$3.61万 +396 +8%
Guardian Investment Management
1954
Guardian Investment Management
California
$47.6万 – – –
Wolverine Asset Management
1955
Wolverine Asset Management
Illinois
$47.5万 -$5,020 -55 -1%
MS
1956
Monetary Solutions
Ohio
$47.5万 – – –
Physicians Financial Services
1957
Physicians Financial Services
North Carolina
$47.5万 – – –
WG
1958
Wealth Group
North Carolina
$47.5万 +$47.8万 +5,240 新規
TFC Financial Management
1959
TFC Financial Management
Massachusetts
$47.5万 -$11.9万 -1,307 -20%
Income Insurance Ltd
1960
Income Insurance Ltd
$47.4万 – – –
FAS Wealth Partners
1961
FAS Wealth Partners
Kansas
$47.2万 -$6,846 -75 -1%
Avalon Trust
1962
Avalon Trust
New Mexico
$47万 -$5.31万 -582 -10%
VST
1963
Van Strum & Towne
California
$47万 – – –
one8zero8 LLC
1964
one8zero8 LLC
North Carolina
$47万 -$63.4万 -6,950 -57%
Virtu Financial
1965
Virtu Financial
New York
$46.9万 -$387万 -42,439 -89%
SIA
1966
Strategic Investment Advisors
Michigan
$46.9万 -$15.2万 -1,665 -24%
Wealth Dimensions Group
1967
Wealth Dimensions Group
Ohio
$46.8万 +$274 +3 +0.1%
Paragon Capital Management (Colorado)
1968
Paragon Capital Management (Colorado)
Colorado
$46.8万 +$274 +3 +0.1%
TRUE Private Wealth Advisors
1969
TRUE Private Wealth Advisors
Oregon
$46.7万 +$8,945 +98 +2%
Ranch Capital Advisors
1970
Ranch Capital Advisors
Florida
$46.6万 +$274 +3 +0.1%
LBMC Investment Advisors
1971
LBMC Investment Advisors
Tennessee
$46.5万 -$2,191 -24 -0.5%
PWM
1972
Puff Wealth Management
New Jersey
$46.4万 +$46.6万 +5,109 新規
Harbour Wealth Management Group
1973
Harbour Wealth Management Group
South Carolina
$46.3万 +$1.52万 +166 +3%
SAMT
1974
Select Asset Management & Trust
Pennsylvania
$46.3万 – – –
Brown, Lisle/Cummings
1975
Brown, Lisle/Cummings
Rhode Island
$46.3万 +$3.6万 +394 +8%