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名前 保有額 取引額 株数
増減
保有比率の
変化
CGFA
1951
Colton Groome Financial Advisors
North Carolina
$83.9万 +$5.11万 +342 +6%
LIM
1952
Loudon Investment Management
New Hampshire
$83.7万 – – –
Relyea Zuckerberg Hanson
1953
Relyea Zuckerberg Hanson
Connecticut
$83.7万 -$13.6万 -908 -13%
ZIG
1954
Zullo Investment Group
Pennsylvania
$83.5万 -$13.7万 -914 -13%
Infrastructure Capital Advisors
1955
Infrastructure Capital Advisors
New York
$83.4万 +$14.9万 +999 +19%
SFB
1956
STAR Financial Bank
Indiana
$83.3万 -$28.1万 -1,880 -23%
MSCM
1957
McElhenny Sheffield Capital Management
Texas
$83.3万 +$8.61万 +576 +10%
DAC
1958
Dividend Assets Capital
South Carolina
$83.1万 – – –
HORAN Wealth
1959
HORAN Wealth
Ohio
$83万 -$108万 -7,207 -54%
RCWM
1960
Royal Capital Wealth Management
Indiana
$83万 -$1.2万 -80 -1%
Sawgrass Asset Management
1961
Sawgrass Asset Management
Florida
$82.9万 -$3.35万 -224 -4%
BLAM
1962
Bourne Lent Asset Management
New York
$82.8万 -$4.49万 -300 -5%
Midland Wealth Advisors
1963
Midland Wealth Advisors
Illinois
$82.7万 -$21.7万 -1,453 -19%
DI
1964
Diligent Investors
California
$82.1万 +$3.92万 +262 +5%
IC
1965
IKE Capital
New York
$82万 -$7.33万 -490 -7%
OPA
1966
Old Port Advisors
Maine
$81.6万 -$1.51万 -101 -2%
Quilter Plc
1967
Quilter Plc
United Kingdom
$81.4万 -$49.3万 -3,300 -35%
Defiance ETFs
1968
Defiance ETFs
New York
$81.3万 +$18.4万 +1,229 +27%
CP
1969
Canopy Partners
Ohio
$81.3万 -$8,972 -60 -1%
Spire Wealth Management
1970
Spire Wealth Management
Virginia
$81.2万 -$9.18万 -614 -9%
RPCONE
1971
Retirement Planning Company of New England
Rhode Island
$81.2万 +$598 +4 +0.1%
RIA
1972
Richwood Investment Advisors
Ohio
$81.2万 +$8万 +535 +10%
WA
1973
Walsh & Associates
Florida
$81.1万 – – –
Fortis Capital Management
1974
Fortis Capital Management
Washington
$81.1万 +$1.93万 +129 +2%
EAM
1975
Empirical Asset Management
Massachusetts
$81.1万 -$2.86万 -191 -3%