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名前 保有額 取引額 株数
増減
保有比率の
変化
Figure 8 Investment Strategies
1226
Figure 8 Investment Strategies
Idaho
$276万 -$73.3万 -7,250 -27%
Rice Partnership
1227
Rice Partnership
Hawaii
$276万 -$2.02万 -200 -1%
Interchange Capital Partners
1228
Interchange Capital Partners
Pennsylvania
$275万 +$13.9万 +1,374 +7%
Parkside Financial Bank & Trust
1229
Parkside Financial Bank & Trust
Missouri
$274万 +$21.3万 +2,109 +12%
Hohimer Wealth Management
1230
Hohimer Wealth Management
Washington
$274万 -$23.4万 -2,318 -11%
Robocap Asset Management
1231
Robocap Asset Management
United Kingdom
$274万 +$198万 +19,615 新規
Clarity Wealth Advisors
1232
Clarity Wealth Advisors
California
$273万 +$8.53万 +844 +5%
Wallace Hart
1233
Wallace Hart
Kentucky
$273万 +$198万 +19,579 新規
Tompkins Financial
1234
Tompkins Financial
New York
$273万 +$79.1万 +7,825 +67%
Garrison Point Advisors
1235
Garrison Point Advisors
California
$273万 -$15.8万 -1,559 -7%
Leavell Investment Management
1236
Leavell Investment Management
Alabama
$273万 -$5.71万 -565 -3%
Manske Wealth Management
1237
Manske Wealth Management
Texas
$272万 -$117万 -11,611 -37%
SWK
1238
Stephen W. Kidder
$272万 – – –
Douglass Winthrop Advisors
1239
Douglass Winthrop Advisors
New York
$272万 -$7.24万 -716 -4%
Vanguard Capital Wealth Advisors
1240
Vanguard Capital Wealth Advisors
Colorado
$272万 +$15.4万 +1,525 +8%
Portland Global Advisors
1241
Portland Global Advisors
Maine
$272万 – – –
Retireful LLC
1242
Retireful LLC
Michigan
$271万 +$197万 +19,437 新規
Destination Wealth Management
1243
Destination Wealth Management
California
$271万 -$107万 -10,596 -35%
Shufro Rose & Co
1244
Shufro Rose & Co
New York
$271万 -$2.02万 -200 -1%
Concentric Capital Strategies
1245
Concentric Capital Strategies
Connecticut
$270万 -$283万 -28,028 -59%
CWM
1246
Cornerstone Wealth Management
Missouri
$270万 -$66.8万 -6,604 -25%
Private Trust Company
1247
Private Trust Company
Ohio
$269万 -$11.9万 -1,175 -6%
Isthmus Partners
1248
Isthmus Partners
Wisconsin
$269万 -$90万 -8,903 -32%
Adirondack Trust Company
1249
Adirondack Trust Company
New York
$269万 -$2.17万 -215 -1%
Mayflower Financial Advisors
1250
Mayflower Financial Advisors
Massachusetts
$269万 +$24.2万 +2,394 +14%