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名前 保有額 取引額 株数
増減
保有比率の
変化
ZWJ Investment Counsel
1951
ZWJ Investment Counsel
Georgia
$34.6万 – – –
LWA
1952
LifeGoal Wealth Advisors
New York
$34.6万 +$1.27万 +8 +5%
Capital Markets Trading (UK)
1953
Capital Markets Trading (UK)
United Kingdom
$34.6万 -$107万 -671 -79%
AWM
1954
Alterna Wealth Management
Texas
$34.4万 – – –
TCG
1955
Transcendent Capital Group
Oklahoma
$34.4万 +$27.5万 +173 新規
SF
1956
Symphony Financial
Texas
$34.2万 +$28万 +176 新規
Capstone Financial Advisors
1957
Capstone Financial Advisors
Illinois
$34.2万 -$3.82万 -24 -12%
LC
1958
Lavelle Capital
California
$34.2万 – – –
BLFG
1959
Brian Low Financial Group
Louisiana
$34.2万 +$2.07万 +13 +8%
Trust Company of the South
1960
Trust Company of the South
North Carolina
$34.2万 +$2.39万 +15 +10%
Elgethun Capital Management
1961
Elgethun Capital Management
South Dakota
$34.2万 +$27.4万 +172 新規
CAM
1962
Costello Asset Management
Pennsylvania
$34万 +$12.6万 +79 +86%
FNT
1963
First Nebraska Trust
Nebraska
$33.8万 +$1.27万 +8 +5%
CPCM
1964
Cardinal Point Capital Management
Ontario, Canada
$33.7万 – – –
Pine Valley Investments
1965
Pine Valley Investments
New Jersey
$33.6万 +$4,775 +3 +2%
Goldstein Advisors
1966
Goldstein Advisors
Wisconsin
$33.4万 -$9.9万 -62 -27%
FF
1967
Financial Futures
New Jersey
$33.4万 – – –
SA
1968
Stewardship Advisors
Pennsylvania
$33.4万 +$1,592 +1 +0.6%
PS
1969
Planned Solutions
California
$33.4万 +$26.7万 +168 新規
UHLMANN PRICE SECURITIES
1970
UHLMANN PRICE SECURITIES
Illinois
$33.4万 +$26.7万 +168 新規
Toth Financial Advisory
1971
Toth Financial Advisory
Virginia
$33.2万 +$4,775 +3 +2%
AssuredPartners Investment Advisors
1972
AssuredPartners Investment Advisors
Florida
$33.2万 -$7.8万 -49 -23%
SFS
1973
Security Financial Services
Indiana
$33.2万 +$1.59万 +10 +6%
HGA
1974
Hobbs Group Advisors
South Carolina
$33.2万 – – –
Capital Asset Advisory Services
1975
Capital Asset Advisory Services
Michigan
$33万 +$1,592 +1 +0.6%