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名前 保有額 取引額 株数
増減
保有比率の
変化
Mosley Wealth Management
1951
Mosley Wealth Management
California
$6.29万 -$51.6万 -4,295 -89%
IBOK
1952
Independence Bank of Kentucky
Kentucky
$6.28万 – – –
United Financial Planning Group
1953
United Financial Planning Group
New York
$6.24万 -$3,605 -30 -5%
Nemes Rush Group
1954
Nemes Rush Group
Michigan
$6.24万 +$120 +1 +0.2%
BTC
1955
Bank & Trust Company
Illinois
$6.18万 – – –
Trust Company
1956
Trust Company
Kansas
$6.13万 -$1.41万 -117 -18%
ORG Wealth Partners
1957
ORG Wealth Partners
Texas
$6.07万 +$3.77万 +314 +155%
Vanguard National Trust
1958
Vanguard National Trust
Pennsylvania
$6.02万 – – –
Bruce G. Allen Investments
1959
Bruce G. Allen Investments
Colorado
$5.98万 +$1.15万 +96 +23%
Fourth Dimension Wealth
1960
Fourth Dimension Wealth
Ohio
$5.88万 – – –
Millstone Evans Group
1961
Millstone Evans Group
Colorado
$5.79万 – – –
Owl Creek Wealth Partners
1962
Owl Creek Wealth Partners
Colorado
$5.71万 +$9,853 +82 +20%
PFS Partners
1963
PFS Partners
New Jersey
$5.66万 +$240 +2 +0.4%
Wolff Wiese Magana
1964
Wolff Wiese Magana
California
$5.62万 -$7,570 -63 -12%
GW&K Investment Management
1965
GW&K Investment Management
Massachusetts
$5.5万 +$3,485 +29 +7%
Murphy & Mullick Capital Management
1966
Murphy & Mullick Capital Management
New York
$5.49万 +$9,613 +80 +21%
SJS Investment Consulting
1967
SJS Investment Consulting
Ohio
$5.42万 -$3万 -250 -35%
NWM
1968
Navigoe Wealth Management
California
$5.3万 +$5.5万 +458 新規
Blue Bell Private Wealth Management
1969
Blue Bell Private Wealth Management
Pennsylvania
$5.27万 -$1.24万 -103 -19%
BFSG LLC
1970
BFSG LLC
California
$5.25万 – – –
True Wealth Design
1971
True Wealth Design
Ohio
$5.24万 +$2.91万 +242 +119%
Godfrey Financial Associates
1972
Godfrey Financial Associates
New York
$5.24万 -$4,806 -40 -8%
BOK Financial Private Wealth
1973
BOK Financial Private Wealth
Colorado
$5.21万 +$5,167 +43 +11%
Medallion Wealth Advisors
1974
Medallion Wealth Advisors
Connecticut
$5.06万 -$33.9万 -2,822 -87%
AWM
1975
Aberdeen Wealth Management
Illinois
$4.92万 +$5.02万 +418 新規