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名前 保有額 取引額 株数
増減
保有比率の
変化
Leisure Capital Management
1951
Leisure Capital Management
California
$130万 – – –
Plotkin Financial Advisors
1952
Plotkin Financial Advisors
Maryland
$130万 – – –
First Washington Corp
1953
First Washington Corp
Washington
$130万 – – –
Dickmeyer Boyce Financial Management
1954
Dickmeyer Boyce Financial Management
Indiana
$130万 +$10.4万 +891 +10%
XXI Wealth LLC
1955
XXI Wealth LLC
Illinois
$130万 -$1.83万 -156 -2%
Alhambra Investment Management
1956
Alhambra Investment Management
Florida
$130万 -$4.94万 -422 -4%
Lynch Asset Management
1957
Lynch Asset Management
Pennsylvania
$130万 – – –
Relyea Zuckerberg Hanson
1958
Relyea Zuckerberg Hanson
Connecticut
$130万 -$2.91万 -249 -2%
KTC
1959
Kentucky Trust Company
Kentucky
$130万 – – –
Prentice Wealth Management
1960
Prentice Wealth Management
New York
$129万 -$7,374 -63 -0.6%
Defiance ETFs
1961
Defiance ETFs
New York
$129万 +$23.8万 +2,031 +25%
Hickory Point Bank & Trust
1962
Hickory Point Bank & Trust
Illinois
$129万 -$2,926 -25 -0.2%
Smithbridge Asset Management
1963
Smithbridge Asset Management
Pennsylvania
$129万 -$5.5万 -470 -4%
Graybill Wealth Management
1964
Graybill Wealth Management
Illinois
$129万 – – –
Essential Partners
1965
Essential Partners
California
$129万 -$186万 -15,868 -61%
VisionPoint Advisory Group
1966
VisionPoint Advisory Group
Texas
$129万 +$14.3万 +1,220 +14%
Ashton Thomas Securities
1967
Ashton Thomas Securities
New York
$129万 +$21.8万 +1,866 +23%
CV Advisors
1968
CV Advisors
Florida
$128万 +$117万 +10,000 新規
Family Capital Management
1969
Family Capital Management
Michigan
$128万 +$6,555 +56 +0.6%
MSH Capital Advisors
1970
MSH Capital Advisors
Arizona
$128万 -$4,214 -36 -0.4%
DeDora Capital
1971
DeDora Capital
California
$128万 -$2.39万 -204 -2%
Guerra Pan Advisors
1972
Guerra Pan Advisors
New Jersey
$127万 -$702 -6 -0.1%
Round Rock Advisors
1973
Round Rock Advisors
Connecticut
$127万 +$7,725 +66 +0.7%
Mitchell & Pahl Private Wealth
1974
Mitchell & Pahl Private Wealth
Oklahoma
$127万 -$2.05万 -175 -2%
Lipe & Dalton
1975
Lipe & Dalton
New York
$127万 -$1.7万 -145 -1%