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名前 保有額 取引額 株数
増減
保有比率の
変化
Almitas Capital
1
Almitas Capital
California
$460万 +$380万 +162,340 新規
American Financial Group
2
American Financial Group
Ohio
$322万 – – –
Fortress Investment Group
3
Fortress Investment Group
New York
$305万 -$386万 -164,871 -63%
Morgan Stanley
4
Morgan Stanley
New York
$155万 +$20.8万 +8,892 +19%
Confluence Investment Management
5
Confluence Investment Management
Missouri
$66.5万 – – –
Legal & General Group
6
Legal & General Group
United Kingdom
$53.8万 -$5.23万 -2,236 -11%
Osaic Holdings
7
Osaic Holdings
Arizona
$19.9万 -$1.56万 -668 -9%
RG
8
Retirement Group
California
$12.7万 -$2,341 -100 -2%
Banque Cantonale Vaudoise
9
Banque Cantonale Vaudoise
Switzerland
$7.1万 – – –
Compagnie Lombard Odier SCmA
10
Compagnie Lombard Odier SCmA
Switzerland
$6.9万 – – –
Atlas Private Wealth Advisors
11
Atlas Private Wealth Advisors
New Jersey
$4.7万 -$7,887 -337 -17%
UBS Group
12
UBS Group
Switzerland
$3.8万 -$1.42万 -608 -31%
Wells Fargo
13
Wells Fargo
California
$8,000 – – –
Accel Wealth Management
14
Accel Wealth Management
Iowa
$8,000 +$6,436 +275 新規
Bank of America
15
Bank of America
North Carolina
$5,000 – – –
Geneos Wealth Management
16
Geneos Wealth Management
Colorado
$4,000 – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1,000 -$2,060 -88 -74%
Creative Financial Designs
18
Creative Financial Designs
Indiana
$1,000 – – –
Ten Capital Wealth Advisors
19
Ten Capital Wealth Advisors
Washington
$1,000 +$702 +30 新規
Tower Research Capital (TRC)
20
Tower Research Capital (TRC)
New York
– -$2,000 -127 解消
Ranch Capital Advisors
21
Ranch Capital Advisors
Florida
– -$1,000 -104 解消