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名前 保有額 取引額 株数
増減
保有比率の
変化
SRCM
1151
Signature Resources Capital Management
California
$8,585 – – –
Evermay Wealth Management
1152
Evermay Wealth Management
Virginia
$8,585 +$7,657 +35 新規
NB
1153
NBH Bank
Colorado
$8,585 +$7,657 +35 新規
FNWA
1154
Financial Network Wealth Advisors
Utah
$8,340 -$3,719 -17 -33%
North Star Investment Management
1155
North Star Investment Management
Illinois
$8,094 -$1,969 -9 -21%
KG
1156
Kilter Group
New York
$7,849 -$656 -3 -9%
MIM
1157
Marshall Investment Management
Colorado
$7,358 – – –
T
1158
Tidemark
California
$7,358 – – –
WA
1159
Whipplewood Advisors
Colorado
$7,113 -$7.24万 -331 -92%
BHWM
1160
Bay Harbor Wealth Management
Maryland
$7,113 +$1,313 +6 +26%
American National Bank & Trust
1161
American National Bank & Trust
Texas
$7,112 – – –
PWA
1162
Principia Wealth Advisory
Texas
$6,868 +$656 +3 +12%
PWMG
1163
Prestige Wealth Management Group
New Jersey
$6,378 +$1,531 +7 +37%
RWM
1164
Rialto Wealth Management
New York
$6,132 +$1,531 +7 +39%
Compass Financial Management
1165
Compass Financial Management
Florida
$6,132 +$5,469 +25 新規
FC
1166
Fairscale Capital
New Hampshire
$5,887 – – –
WBC
1167
West Branch Capital
Massachusetts
$5,887 – – –
ACA
1168
American Capital Advisory
Idaho
$5,397 +$2,188 +10 +83%
WAS
1169
Winch Advisory Services
Wisconsin
$5,396 +$4,813 +22 新規
Oakworth Capital
1170
Oakworth Capital
Alabama
$4,926 – – –
LB
1171
Legacy Bridge
Iowa
$4,906 -$3.28万 -150 -88%
TCM
1172
Triumph Capital Management
Colorado
$4,906 -$875 -4 -17%
Salem Investment Counselors
1173
Salem Investment Counselors
North Carolina
$4,906 – – –
Gleason Group
1174
Gleason Group
Kentucky
$4,415 +$3,938 +18 新規
IA
1175
IFS Advisors
Kansas
$4,169 – – –