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名前 保有額 取引額 株数
増減
保有比率の
変化
Van Cleef Asset Management
1976
Van Cleef Asset Management
Ohio
$46.2万 – – –
Trillium Asset Management
1977
Trillium Asset Management
Massachusetts
$46.2万 -$4.66万 -511 -9%
Successful Portfolios
1978
Successful Portfolios
Florida
$46万 +$91 +1 +0%
CWS Financial Advisors
1979
CWS Financial Advisors
Michigan
$45.9万 -$10.1万 -1,107 -18%
Spire Wealth Management
1980
Spire Wealth Management
Virginia
$45.8万 -$16.2万 -1,770 -26%
Gould Asset Management
1981
Gould Asset Management
California
$45.5万 +$9.28万 +1,017 +25%
Osprey Private Wealth
1982
Osprey Private Wealth
New York
$45.5万 – – –
Redmond Asset Management
1983
Redmond Asset Management
Virginia
$45.5万 -$2.14万 -235 -4%
Fairfield Financial Advisors
1984
Fairfield Financial Advisors
Massachusetts
$45.4万 -$19.6万 -2,149 -30%
Beta Wealth Group
1985
Beta Wealth Group
California
$45.4万 +$4.58万 +502 +11%
Lincoln Capital Corp
1986
Lincoln Capital Corp
Rhode Island
$45.4万 -$15万 -1,648 -25%
Engineers Gate Manager
1987
Engineers Gate Manager
New York
$45.3万 -$1510万 -165,381 -97%
Brooktree Capital Management
1988
Brooktree Capital Management
Michigan
$45.2万 – – –
Newman Dignan & Sheerar Inc
1989
Newman Dignan & Sheerar Inc
Rhode Island
$45.1万 +$91 +1 +0%
GGM Financials
1990
GGM Financials
Ohio
$45.1万 -$12.9万 -1,418 -22%
RIP
1991
Reliant Investment Partners
North Carolina
$45万 -$913 -10 -0.2%
Central Pacific Bank - Trust Division
1992
Central Pacific Bank - Trust Division
Hawaii
$45万 +$8.08万 +885 +22%
City State Bank
1993
City State Bank
Iowa
$44.9万 -$1.53万 -168 -3%
Hardy Reed
1994
Hardy Reed
Mississippi
$44.8万 +$4.92万 +539 +12%
TBH Global Asset Management
1995
TBH Global Asset Management
Tennessee
$44.7万 -$2,191 -24 -0.5%
MBE Wealth Management
1996
MBE Wealth Management
Wisconsin
$44.7万 – – –
Kraematon Investment Advisors
1997
Kraematon Investment Advisors
Massachusetts
$44.7万 +$44.9万 +4,923 新規
Polymer Capital Management
1998
Polymer Capital Management
New York
$44.5万 +$18.9万 +2,074 +73%
Fukoku Mutual Life Insurance
1999
Fukoku Mutual Life Insurance
Japan
$44.4万 – – –
Mustard Seed Financial
2000
Mustard Seed Financial
Arkansas
$44.4万 -$3,834 -42 -0.9%