で公開中です! 詳しく見る
名前 保有額 取引額 株数
増減
保有比率の
変化
PS
1976
PayPay Securities
Japan
$2,091 +$45 +1 +2%
NWM
1977
Navigoe Wealth Management
California
$2,000 +$2,664 +59 新規
SC
1978
Swan Capital
Florida
$1,996 – – –
STB
1979
S&T Bank
Pennsylvania
$1,949 – – –
Stone House Investment Management
1980
Stone House Investment Management
Pennsylvania
$1,759 +$406 +9 +32%
IW
1981
Imprint Wealth
South Carolina
$1,664 – – –
NL
1982
NVWM LLC
Pennsylvania
$1,664 +$452 +10 +40%
NA
1983
Networth Advisors
Pennsylvania
$1,616 – – –
DF
1984
DecisionPoint Financial
Arizona
$1,499 +$1,400 +31 新規
TBFA
1985
Three Bearings Fiduciary Advisors
New Hampshire
$1,426 – – –
BW
1986
Bravera Wealth
North Dakota
$1,331 -$2,393 -53 -65%
PJC
1987
Phillip James Consulting
Minnesota
$1,236 – – –
Westside Investment Management
1988
Westside Investment Management
California
$1,236 – – –
SFS
1989
Sunrise Financial Services
Washington
$1,093 -$226 -5 -18%
DF
1990
Downshift Financial
Colorado
$903 +$858 +19 新規
3FI
1991
3 Factor Indexing
California
$761 – – –
FIM
1992
FWL Investment Management
Texas
$760 +$722 +16 新規
KPP
1993
Kings Path Partners
Texas
$760 +$722 +16 新規
TM
1994
Torren Management
California
$734 – – –
BIM
1995
Breakwater Investment Management
Washington
$666 +$632 +14 新規
Hoey Investments
1996
Hoey Investments
Pennsylvania
$666 +$632 +14 新規
MBFW
1997
Morton Brown Family Wealth
Pennsylvania
$665 +$632 +14 新規
MCA
1998
Maryland Capital Advisors
Maryland
$523 +$497 +11 新規
GFA
1999
Godfrey Financial Associates
New York
$475 – – –
MWM
2000
Mosley Wealth Management
California
$333 +$316 +7 新規