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名前 保有額 取引額 株数
増減
保有比率の
変化
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$722万 +$729万 +172,675 新規
22NW LP
2
22NW LP
Washington
$493万 – – –
Morgan Stanley
3
Morgan Stanley
New York
$329万 +$31.6万 +7,493 +11%
American Financial Group
4
American Financial Group
Ohio
$269万 – – –
Adalta Capital Management
5
Adalta Capital Management
New York
$182万 +$102万 +24,200 +126%
Confluence Investment Management
6
Confluence Investment Management
Missouri
$101万 +$2.81万 +665 +3%
Legal & General Group
7
Legal & General Group
United Kingdom
$68.9万 – – –
GIM
8
Greenwich Investment Management
Connecticut
$45.7万 +$46.1万 +10,918 新規
Linscomb Wealth
9
Linscomb Wealth
Texas
$32.9万 – – –
Thomas J. Herzfeld Advisors
10
Thomas J. Herzfeld Advisors
Florida
$23.2万 +$9.5万 +2,254 +69%
Osaic Holdings
11
Osaic Holdings
Arizona
$19.7万 -$5.32万 -1,261 -21%
RG
12
Retirement Group
California
$16.4万 -$4,684 -111 -3%
Banque Cantonale Vaudoise
13
Banque Cantonale Vaudoise
Switzerland
$10.5万 – – –
Compagnie Lombard Odier SCmA
14
Compagnie Lombard Odier SCmA
Switzerland
$10.5万 – – –
UBS Group
15
UBS Group
Switzerland
$1.6万 -$1.4万 -331 -46%
Wells Fargo
16
Wells Fargo
California
$1.1万 – – –
Bank of America
17
Bank of America
North Carolina
$8,000 – – –
Geneos Wealth Management
18
Geneos Wealth Management
Colorado
$5,000 – – –
Tower Research Capital (TRC)
19
Tower Research Capital (TRC)
New York
$2,000 +$2,068 +49 新規
Millennium Management
20
Millennium Management
New York
– -$39.1万 -9,117 解消
O'Shaughnessy Asset Management
21
O'Shaughnessy Asset Management
Connecticut
– -$12.2万 -2,852 解消
Atlas Private Wealth Advisors
22
Atlas Private Wealth Advisors
New Jersey
– -$2.3万 -546 解消
Accel Wealth Management
23
Accel Wealth Management
Iowa
– -$1.2万 -275 解消
BDO Wealth Advisors
24
BDO Wealth Advisors
Florida
– -$7,000 -170 解消
Spire Wealth Management
25
Spire Wealth Management
Virginia
– -$6,000 -130 解消