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名前 保有額 取引額 株数
増減
保有比率の
変化
EWA
2026
Eagle Wealth Advisors
Connecticut
$163万 +$12.6万 +1,201 +9%
APW
2027
Alliance Private Wealth
Massachusetts
$162万 -$8.58万 -820 -6%
BAM
2028
BOS Asset Management
Illinois
$162万 -$1.93万 -185 -1%
TIAA Trust, National Association
2029
TIAA Trust, National Association
North Carolina
$162万 -$75.1万 -7,185 -34%
RL
2030
Rogco LP
Oklahoma
$162万 +$7.13万 +682 +5%
JNBA Financial Advisors
2031
JNBA Financial Advisors
Minnesota
$162万 -$1.04万 -99 -0.7%
TritonPoint Partners
2032
TritonPoint Partners
Maryland
$161万 +$144万 +13,739 新規
GIPW
2033
Granite Islands Private Wealth
Connecticut
$161万 +$7.3万 +698 +5%
HNWAG
2034
High Net Worth Advisory Group
Florida
$161万 +$2,092 +20 +0.1%
TTIC
2035
Tower Trust & Investment Company
Iowa
$161万 -$33.8万 -3,236 -19%
CIM
2036
CIM Investment Management
Pennsylvania
$161万 -$14.4万 -1,376 -9%
FAG
2037
Fortitude Advisory Group
Washington
$160万 -$1.85万 -177 -1%
MWS
2038
MFA Wealth Services
California
$160万 -$5.41万 -517 -4%
SAM
2039
Seelaus Asset Management
New Jersey
$160万 -$24.6万 -2,348 -15%
OCM
2040
Orser Capital Management
Texas
$159万 +$142万 +13,570 新規
UFF
2041
USA Financial Formulas
Michigan
$159万 -$59.3万 -5,666 -29%
Blue Chip Partners
2042
Blue Chip Partners
Michigan
$159万 +$25万 +2,389 +21%
HPBT
2043
Hickory Point Bank & Trust
Illinois
$159万 -$7,321 -70 -0.5%
PWM
2044
Paulson Wealth Management
Illinois
$159万 +$1.67万 +160 +1%
First PREMIER Bank
2045
First PREMIER Bank
South Dakota
$158万 -$7.37万 -705 -5%
Aureus Asset Management
2046
Aureus Asset Management
Massachusetts
$158万 -$14.8万 -1,413 -10%
Douglass Winthrop Advisors
2047
Douglass Winthrop Advisors
New York
$158万 +$8.81万 +842 +7%
Steigerwald Gordon & Koch
2048
Steigerwald Gordon & Koch
Virginia
$158万 -$8,366 -80 -0.6%
IBOK
2049
Independence Bank of Kentucky
Kentucky
$158万 -$1.57万 -150 -1%
TWP
2050
Tyche Wealth Partners
Texas
$158万 +$5.36万 +513 +4%