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名前 保有額 取引額 株数
増減
保有比率の
変化
KAS
1976
Kemnay Advisory Services
New York
$5.04万 +$2,609 +8 +6%
Marquette Asset Management
1977
Marquette Asset Management
Minnesota
$4.97万 -$7,828 -24 -14%
AIM
1978
Access Investment Management
Georgia
$4.84万 – – –
MEG
1979
Millstone Evans Group
Colorado
$4.77万 -$2.84万 -87 -38%
GCM
1980
Gables Capital Management
Florida
$4.77万 – – –
SVWA
1981
Sarver Vrooman Wealth Advisors
Missouri
$4.76万 -$1,631 -5 -4%
FUBT
1982
First United Bank & Trust
Maryland
$4.74万 – – –
1M
1983
1248 Management
Missouri
$4.68万 – – –
GA
1984
GoalVest Advisory
New York
$4.6万 +$1,957 +6 +5%
SNBOSD
1985
Security National Bank of So Dak
Iowa
$4.57万 +$4.37万 +134 新規
GSEP
1986
Golden State Equity Partners
California
$4.53万 -$174万 -5,327 -98%
FNWA
1987
Financial Network Wealth Advisors
Utah
$4.5万 +$1.11万 +34 +35%
JNBA Financial Advisors
1988
JNBA Financial Advisors
Minnesota
$4.46万 – – –
Providence Capital Advisors
1989
Providence Capital Advisors
North Carolina
$4.46万 +$4.27万 +131 新規
Atwood & Palmer
1990
Atwood & Palmer
Missouri
$4.43万 – – –
APW
1991
Atlantic Private Wealth
North Carolina
$4.26万 – – –
Kimelman & Baird
1992
Kimelman & Baird
New York
$4.26万 – – –
BTC
1993
Bank & Trust Company
Illinois
$4.23万 – – –
JGCM
1994
Joseph Group Capital Management
Ohio
$4.23万 +$8,480 +26 +27%
AW
1995
Avion Wealth
Texas
$4.2万 +$1,631 +5 +4%
TCM
1996
Tradewinds Capital Management
Washington
$4.19万 -$3,914 -12 -9%
Creative Financial Designs
1997
Creative Financial Designs
Indiana
$4.11万 +$326 +1 +0.8%
KG
1998
Kilter Group
New York
$4.09万 +$1,957 +6 +5%
NEWAS
1999
N.E.W. Advisory Services
Wisconsin
$4.01万 +$3,262 +10 +9%
VWA
2000
Valued Wealth Advisors
Utah
$4万 +$2,936 +9 +8%