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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
$934万 +$61.6万 +63,463 +7%
Horizon Kinetics
2
Horizon Kinetics
New York
$313万 -$46.8万 -48,145 -13%
American International Group
3
American International Group
New York
$255万 +$5.74万 +5,910 +2%
Guggenheim Capital
4
Guggenheim Capital
Illinois
$135万 -$4.36万 -4,486 -3%
Mariner Investment Group
5
Mariner Investment Group
New York
$69.6万 +$3.69万 +3,801 +5%
National Planning Corporation
6
National Planning Corporation
California
$22.6万 -$3.39万 -3,490 -13%
Morgan Stanley
7
Morgan Stanley
New York
$16.7万 -$5.16万 -5,308 -23%
MSI Financial Services
8
MSI Financial Services
Massachusetts
$13.4万 – – –
BCA
9
Benchmark Capital Advisors
New York
$11.8万 – – –
UBS Group
10
UBS Group
Switzerland
$7.5万 +$8,751 +901 +13%
Wells Fargo
11
Wells Fargo
California
$7万 +$3.24万 +3,338 +84%
Thomas J. Herzfeld Advisors
12
Thomas J. Herzfeld Advisors
Florida
$6.5万 +$3.73万 +3,839 +128%
Bank of America
13
Bank of America
North Carolina
$5.9万 – – –
Edge Wealth Management
14
Edge Wealth Management
New York
$4.8万 – – –
Creative Planning
15
Creative Planning
Kansas
$2.9万 +$2.91万 +3,001 新規
Tower Research Capital (TRC)
16
Tower Research Capital (TRC)
New York
$1.8万 +$3,904 +402 +28%
Windsor Capital Management
17
Windsor Capital Management
Arizona
$1.2万 +$1.26万 +1,300 新規
Citigroup
18
Citigroup
New York
$8,000 +$8,255 +850 新規
Saturna Capital
19
Saturna Capital
Washington
$5,000 – – –
Integrated Wealth Management (Palm Desert)
20
Integrated Wealth Management (Palm Desert)
California
$3,000 – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– -$28.9万 -28,800 解消
Doliver Advisors
22
Doliver Advisors
Texas
– -$13.5万 -13,424 解消
Virtu KCG Holdings
23
Virtu KCG Holdings
New York
– -$12.6万 -12,564 解消
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
– -$10.3万 -10,293 解消
US Bancorp
25
US Bancorp
Minnesota
– -$7万 -7,000 解消