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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
$894万 -$112万 -115,636 -11%
Horizon Kinetics
2
Horizon Kinetics
New York
$298万 -$4.56万 -4,701 -2%
Advisor Group
3
Advisor Group
Arizona
$256万 +$256万 +263,542 新規
NPC
4
National Planning Corporation
California
$201万 +$163万 +168,116 +543%
Guggenheim Capital
5
Guggenheim Capital
Illinois
$95.5万 -$33.9万 -34,873 -26%
UBS Group
6
UBS Group
Switzerland
$71.7万 -$31.7万 -32,667 -31%
Bessemer Group
7
Bessemer Group
New Jersey
$45.8万 +$43.1万 +44,365 +1,602%
Stifel Financial
8
Stifel Financial
Missouri
$24.3万 -$18.1万 -18,690 -43%
Morgan Stanley
9
Morgan Stanley
New York
$24.1万 +$12万 +12,359 +100%
RCM
10
Robinson Capital Management
Michigan
$23.9万 +$23.9万 +24,587 新規
MSI Financial Services
11
MSI Financial Services
Massachusetts
$22.9万 – – –
Ladenburg Thalmann Financial Services
12
Ladenburg Thalmann Financial Services
Florida
$17.7万 +$17.7万 +18,224 新規
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$12万 – – –
Wells Fargo
14
Wells Fargo
California
$8.8万 -$3.6万 -3,706 -29%
Parkside Financial Bank & Trust
15
Parkside Financial Bank & Trust
Missouri
$4万 +$3.95万 +4,069 新規
North Star Investment Management
16
North Star Investment Management
Illinois
$3.4万 +$3.4万 +3,500 新規
Bank of America
17
Bank of America
North Carolina
$3.1万 – – –
IFP Advisors
18
IFP Advisors
Florida
$3.1万 +$3.07万 +3,160 新規
WP
19
WealthPLAN Partners
Nebraska
$1.95万 +$3.88万 +4,000 新規
Next Financial Group
20
Next Financial Group
Texas
$6,000 – – –
AIG
21
American International Group
New York
– -$254万 -267,672 解消
Edge Wealth Management
22
Edge Wealth Management
New York
– -$16.5万 -17,300 解消
LPL Financial
23
LPL Financial
California
– -$16.8万 -17,077 解消
TJHA
24
Thomas J. Herzfeld Advisors
Florida
– -$4.1万 -4,309 解消
Creative Planning
25
Creative Planning
Kansas
– -$2.8万 -3,001 解消