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名前 保有額 取引額 株数
増減
保有比率の
変化
AT
1976
Arlington Trust
Alabama
$7.4万 -$1,881 -19 -2%
Summit Securities Group
1977
Summit Securities Group
New York
$7.34万 -$18.4万 -1,855 -72%
TWD
1978
True Wealth Design
Ohio
$7.2万 -$3.22万 -325 -31%
MLA
1979
MB, Levis & Associates
Pennsylvania
$7.2万 – – –
Golden State Wealth Management
1980
Golden State Wealth Management
California
$7.13万 +$2.52万 +255 +55%
Anchor Investment Management
1981
Anchor Investment Management
South Carolina
$7.13万 -$9.7万 -980 -58%
FUBT
1982
First United Bank & Trust
Maryland
$7.1万 +$3.12万 +315 +79%
Steigerwald Gordon & Koch
1983
Steigerwald Gordon & Koch
Virginia
$7.05万 -$1,980 -20 -3%
RFS
1984
Richardson Financial Services
Massachusetts
$6.98万 -$198 -2 -0.3%
Chilton Capital Management
1985
Chilton Capital Management
Texas
$6.97万 +$5.12万 +517 +279%
GHP Investment Advisors
1986
GHP Investment Advisors
Colorado
$6.71万 +$297 +3 +0.4%
Kelleher Financial Advisors
1987
Kelleher Financial Advisors
New York
$6.7万 +$4.17万 +421 +166%
Geneos Wealth Management
1988
Geneos Wealth Management
Colorado
$6.69万 +$4.9万 +495 +277%
VFM
1989
Vision Financial Markets
Connecticut
$6.61万 +$3.71万 +375 +150%
IRAG
1990
Investment Research & Advisory Group
Georgia
$6.6万 +$3.74万 +378 +154%
CAM
1991
Chesapeake Asset Management
New York
$6.6万 +$6.58万 +665 新規
LRI Investments
1992
LRI Investments
Florida
$6.56万 -$51万 -5,151 -89%
Salomon & Ludwin
1993
Salomon & Ludwin
Virginia
$6.39万 -$1.33万 -134 -18%
Dixon Mitchell Investment Counsel
1994
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.34万 -$3.18万 -321 -33%
Meeder Asset Management
1995
Meeder Asset Management
Ohio
$6.33万 +$1.21万 +122 +24%
Keating Financial Advisory Services
1996
Keating Financial Advisory Services
Kansas
$6.31万 -$1.19万 -120 -16%
BCM
1997
Boreal Capital Management
Florida
$6.3万 -$10.1万 -1,025 -62%
HIA
1998
Highland Investment Advisors
Florida
$6.3万 +$6.29万 +635 新規
SW
1999
StrongBox Wealth
Missouri
$6.27万 +$6.26万 +632 新規
Caldwell Trust
2000
Caldwell Trust
Florida
$6.1万 -$11.6万 -1,174 -66%