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名前 保有額 取引額 株数
増減
保有比率の
変化
SBI Okasan Asset Management
1926
SBI Okasan Asset Management
Japan
$91.6万 – – –
TRB Wealth Management
1927
TRB Wealth Management
Texas
$91.3万 -$30.9万 -1,704 -21%
PFG Advisors
1928
PFG Advisors
Arizona
$91.3万 -$2.39万 -132 -2%
Bay Colony Advisors
1929
Bay Colony Advisors
Massachusetts
$91.2万 +$23.9万 +1,321 +27%
FWP
1930
Forefront Wealth Partners
Texas
$91万 +$5.33万 +294 +5%
SkyOak Wealth
1931
SkyOak Wealth
Michigan
$90.9万 +$45.3万 +2,500 +68%
SP
1932
Stonebrook Private
Michigan
$90.7万 +$23.3万 +1,284 +26%
Creative Financial Designs
1933
Creative Financial Designs
Indiana
$90.7万 +$15.7万 +864 +16%
PGCM
1934
Prescott Group Capital Management
Oklahoma
$90.5万 – – –
Southeast Asset Advisors
1935
Southeast Asset Advisors
Georgia
$90.5万 -$1.27万 -70 -1%
Werba Rubin Papier Wealth Management
1936
Werba Rubin Papier Wealth Management
California
$90.3万 -$6,706 -37 -0.6%
Goldstone Financial Group
1937
Goldstone Financial Group
Illinois
$89.9万 -$3.59万 -198 -3%
V-Square Quantitative Management
1938
V-Square Quantitative Management
Illinois
$89.8万 -$2.32万 -128 -2%
LFP
1939
Leeward Financial Partners
Washington
$89.8万 -$2.37万 -131 -2%
Traynor Capital Management
1940
Traynor Capital Management
Pennsylvania
$89.7万 -$24.9万 -1,375 -18%
True North Advisors
1941
True North Advisors
Texas
$89.6万 -$4.26万 -235 -4%
MG
1942
McHugh Group
Ohio
$89.4万 +$362 +2 +0%
Howe & Rusling
1943
Howe & Rusling
New York
$89.3万 +$906 +5 +0.1%
SIM
1944
Samara Investment Management
Oregon
$89.1万 -$5.73万 -316 -5%
EWM
1945
Elevatus Welath Management
New York
$89万 +$10.1万 +558 +10%
MCB
1946
Morton Community Bank
Illinois
$88.9万 -$22.7万 -1,251 -17%
HCA
1947
Hardworking Capital Advisors
California
$88.8万 -$1.18万 -65 -1%
CASB
1948
Cape Ann Savings Bank
Massachusetts
$88.7万 +$1.54万 +85 +1%
D'Orazio & Associates
1949
D'Orazio & Associates
Virginia
$88.7万 +$3.66万 +202 +3%
KC
1950
Karras Company
Utah
$88.5万 -$1.69万 -93 -2%