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名前 保有額 取引額 株数
増減
保有比率の
変化
Patriot Financial Group Insurance Agency
1976
Patriot Financial Group Insurance Agency
Massachusetts
$90.1万 -$62.7万 -6,201 -48%
Visionary Horizons
1977
Visionary Horizons
Tennessee
$90.1万 -$9,303 -92 -1%
Stonebridge Financial Group (Pennsylvania)
1978
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$90.1万 +$4.91万 +486 +8%
F/M Investments
1979
F/M Investments
District of Columbia
$90万 +$65.2万 +6,449 新規
RS
1980
R Squared
Hong Kong
$89.9万 +$65.1万 +6,439 新規
Successful Portfolios
1981
Successful Portfolios
Florida
$89.9万 -$101 -1 -0%
TritonPoint Wealth
1982
TritonPoint Wealth
Maryland
$89.8万 +$2.88万 +285 +5%
KPP Advisory Services
1983
KPP Advisory Services
Kentucky
$89.8万 +$1.59万 +157 +3%
Wood Tarver Financial Group
1984
Wood Tarver Financial Group
Idaho
$89.7万 +$13.6万 +1,346 +26%
Osborne Partners Capital Management
1985
Osborne Partners Capital Management
California
$89.7万 +$14.3万 +1,410 +28%
Financiere des Professionnels
1986
Financiere des Professionnels
Quebec, Canada
$89.6万 +$64.9万 +6,420 新規
Bellars Harris Wealth Management
1987
Bellars Harris Wealth Management
Virginia
$89.6万 +$64.9万 +6,415 新規
Cranbrook Wealth Management
1988
Cranbrook Wealth Management
Michigan
$89.5万 -$3.66万 -362 -5%
SMART Wealth
1989
SMART Wealth
Nebraska
$89.5万 -$5.06万 -500 -7%
Rockland Trust
1990
Rockland Trust
Massachusetts
$89.4万 -$2.93万 -290 -4%
Founders Financial Securities
1991
Founders Financial Securities
Maryland
$89.3万 +$1.25万 +124 +2%
Thrive Wealth Management
1992
Thrive Wealth Management
Pennsylvania
$89.2万 -$2.96万 -293 -4%
Peterson Wealth Advisors
1993
Peterson Wealth Advisors
Utah
$88.9万 +$1.36万 +134 +2%
ODFS
1994
O'Donnell Financial Services
California
$88.9万 – – –
RB Capital Management
1995
RB Capital Management
Nevada
$88.7万 – – –
Granite Harbor Advisors
1996
Granite Harbor Advisors
Texas
$88.7万 -$6.78万 -670 -10%
MMA Asset Management
1997
MMA Asset Management
Pennsylvania
$88.6万 -$34.9万 -3,453 -35%
MOKAN Wealth Management
1998
MOKAN Wealth Management
Kansas
$88.6万 +$64.2万 +6,347 新規
Community Bank
1999
Community Bank
New York
$88.5万 -$5,056 -50 -0.8%
VSM Wealth Advisory
2000
VSM Wealth Advisory
Maryland
$88.3万 -$4.21万 -416 -6%