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名前 保有額 取引額 株数
増減
保有比率の
変化
Polymer Capital Management
1951
Polymer Capital Management
New York
$44.8万 -$43.6万 -4,279 -48%
RWPA
1952
Richard W. Paul & Associates
Michigan
$44.8万 +$23.8万 +2,339 +101%
AWG
1953
Altus Wealth Group
Colorado
$44.7万 -$9,379 -92 -2%
Ledyard National Bank
1954
Ledyard National Bank
$44.6万 -$714 -7 -0.2%
PAX Financial Group
1955
PAX Financial Group
Texas
$44.5万 -$8,869 -87 -2%
Edgewood Management
1956
Edgewood Management
Connecticut
$44.3万 – – –
Harvey Investment Company
1957
Harvey Investment Company
Kentucky
$44.3万 – – –
FC
1958
FCA Corp
Texas
$44.2万 – – –
Moss Adams Wealth Advisors
1959
Moss Adams Wealth Advisors
Washington
$44.2万 +$3.49万 +342 +8%
MCA
1960
MSH Capital Advisors
Arizona
$44.2万 +$2.9万 +284 +7%
HNWAG
1961
High Net Worth Advisory Group
Florida
$44.1万 – – –
WMA
1962
Wealth Management Associates
New Jersey
$44.1万 -$7.81万 -766 -14%
JWM
1963
Jacksonville Wealth Management
Florida
$44.1万 -$8,462 -83 -2%
TLCM
1964
Twin Lakes Capital Management
California
$44万 -$1.08万 -106 -2%
Archford Capital Strategies
1965
Archford Capital Strategies
Illinois
$44万 -$2.44万 -239 -5%
RBWA
1966
RFG - Bristol Wealth Advisors
Massachusetts
$43.9万 – – –
HCM
1967
Hall Capital Management
Rhode Island
$43.8万 – – –
Goldstein Advisors
1968
Goldstein Advisors
Wisconsin
$43.8万 +$15.2万 +1,495 +49%
Marino Stram & Associates
1969
Marino Stram & Associates
Massachusetts
$43.7万 -$1,121 -11 -0.2%
CA
1970
COFG Advisors
Illinois
$43.6万 +$2.46万 +241 +6%
ICP
1971
Interchange Capital Partners
Pennsylvania
$43.5万 -$12万 -1,176 -21%
Calton & Associates
1972
Calton & Associates
Florida
$43.5万 -$2.61万 -256 -5%
SFG
1973
Shum Financial Group
California
$43.3万 -$14.9万 -1,458 -24%
Sendero Wealth Management
1974
Sendero Wealth Management
Texas
$43.3万 -$918 -9 -0.2%
NWMG
1975
National Wealth Management Group
Ohio
$43.3万 -$7.82万 -767 -15%