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名前 保有額 取引額 株数
増減
保有比率の
変化
First Foundation Advisors
1
First Foundation Advisors
California
$762万 +$49.9万 +45,426 +7%
Horizon Kinetics
2
Horizon Kinetics
New York
$550万 +$57.5万 +52,359 +11%
American International Group
3
American International Group
New York
$297万 +$40.1万 +36,510 +15%
Guggenheim Capital
4
Guggenheim Capital
Illinois
$174万 -$31.8万 -28,938 -15%
Morgan Stanley
5
Morgan Stanley
New York
$29.7万 -$6.38万 -5,807 -17%
National Planning Corporation
6
National Planning Corporation
California
$27.9万 -$2.97万 -2,702 -9%
MSI Financial Services
7
MSI Financial Services
Massachusetts
$15.1万 -$2.92万 -2,660 -16%
BCA
8
Benchmark Capital Advisors
New York
$13.2万 – – –
Invesco
9
Invesco
Georgia
$8.9万 – – –
Bank of America
10
Bank of America
North Carolina
$7.5万 -$3,120 -284 -4%
US Bancorp
11
US Bancorp
Minnesota
$7.5万 – – –
UBS Group
12
UBS Group
Switzerland
$2.2万 +$2.3万 +2,092 新規
Creative Planning
13
Creative Planning
Kansas
$2.1万 -$7.14万 -6,500 -76%
Citigroup
14
Citigroup
New York
$2万 +$2.05万 +1,865 新規
Wells Fargo
15
Wells Fargo
California
$1.8万 +$11 +1 +0.1%
Glassman Wealth Services
16
Glassman Wealth Services
Virginia
$1.1万 +$1.1万 +1,000 新規
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7,000 – – –
Apriem Advisors
18
Apriem Advisors
California
$6,000 +$6,547 +596 新規
Saturna Capital
19
Saturna Capital
Washington
$5,000 – – –
Whittier Trust
20
Whittier Trust
California
$4,000 – – –
Barclays
21
Barclays
United Kingdom
$1,000 +$1,022 +93 新規
AQR Capital Management
22
AQR Capital Management
Connecticut
– -$23.1万 -20,821 解消
Ladenburg Thalmann Financial Services
23
Ladenburg Thalmann Financial Services
Florida
– -$2.3万 -2,095 解消