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名前 保有額 取引額 株数
増減
保有比率の
変化
Versant Capital Management
1951
Versant Capital Management
Arizona
$71.7万 -$23万 -672 -25%
Evolve Private Wealth
1952
Evolve Private Wealth
California
$71.7万 -$120万 -3,508 -64%
Texas Bank & Trust
1953
Texas Bank & Trust
Texas
$71.7万 +$13万 +380 +24%
Armbruster Capital Management
1954
Armbruster Capital Management
New York
$71.6万 -$1,027 -3 -0.2%
Financial Management Network
1955
Financial Management Network
California
$71.4万 -$16.6万 -485 -20%
Paulson Wealth Management
1956
Paulson Wealth Management
Illinois
$71.3万 +$1.47万 +43 +2%
Allen Wealth Management
1957
Allen Wealth Management
North Carolina
$71.3万 -$12.8万 -375 -16%
LWMM
1958
Legacy Wealth Management (Mississippi)
Mississippi
$71.3万 +$2,739 +8 +0.4%
Axxion S.A.
1959
Axxion S.A.
Luxembourg
$71.3万 +$67.4万 +1,968 新規
Prostatis Group
1960
Prostatis Group
Maryland
$71.2万 +$8.83万 +258 +15%
Strive Financial Group
1961
Strive Financial Group
Indiana
$70.9万 -$153万 -4,466 -70%
Concentrum Wealth Management
1962
Concentrum Wealth Management
California
$70.7万 -$2,054 -6 -0.3%
Towarzystwo Funduszy Inwestycyjnych PZU SA
1963
Towarzystwo Funduszy Inwestycyjnych PZU SA
$70.6万 +$8,216 +24 +1%
Roxbury Financial
1964
Roxbury Financial
New Jersey
$70.5万 +$1,712 +5 +0.3%
Roman Butler Fullerton & Co
1965
Roman Butler Fullerton & Co
Missouri
$70.5万 +$9,242 +27 +1%
Kennedy Investment Group
1966
Kennedy Investment Group
New Jersey
$70.5万 -$4.04万 -118 -6%
Tempo Wealth
1967
Tempo Wealth
Ohio
$70.4万 +$13.4万 +391 +25%
Samalin Investment Counsel
1968
Samalin Investment Counsel
New York
$70.3万 -$6,162 -18 -0.9%
Bouchey Financial Group
1969
Bouchey Financial Group
New York
$70.2万 +$3.87万 +113 +6%
CAM
1970
CPA Asset Management
Florida
$70.1万 – – –
Midland Wealth Advisors
1971
Midland Wealth Advisors
Illinois
$70万 +$1.27万 +37 +2%
DF Dent & Co
1972
DF Dent & Co
Maryland
$70万 – – –
Lantz Financial
1973
Lantz Financial
Illinois
$70万 -$1,369 -4 -0.2%
Dearborn Partners
1974
Dearborn Partners
Illinois
$69.9万 -$1.16万 -34 -2%
Onyx Bridge Wealth Group
1975
Onyx Bridge Wealth Group
New York
$69.9万 -$2,054 -6 -0.3%