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名前 保有額 取引額 株数
増減
保有比率の
変化
Ethos Financial Group
1951
Ethos Financial Group
Pennsylvania
$56.2万 -$13.9万 -741 -17%
Diversified Management
1952
Diversified Management
Wisconsin
$56.2万 -$5.61万 -300 -9%
TRB Wealth Management
1953
TRB Wealth Management
Texas
$56.1万 -$15.3万 -817 -21%
ORG Wealth Partners
1954
ORG Wealth Partners
Texas
$56.1万 -$69.7万 -3,726 -55%
Auxier Asset Management
1955
Auxier Asset Management
Oregon
$56万 – – –
Bay Colony Advisors
1956
Bay Colony Advisors
Massachusetts
$56万 -$2,805 -15 -0.5%
Boston Research & Management
1957
Boston Research & Management
Massachusetts
$55.8万 – – –
Safeguard Investment Advisory Group
1958
Safeguard Investment Advisory Group
California
$55.8万 +$21.4万 +1,144 +61%
Lakeside Advisors
1959
Lakeside Advisors
Washington
$55.6万 +$187 +1 +0%
Certior Financial Group
1960
Certior Financial Group
Pennsylvania
$55.5万 +$9,350 +50 +2%
ABS Direct Equity Fund
1961
ABS Direct Equity Fund
Connecticut
$55.4万 +$3.46万 +185 新規
ABS Investment Management
1962
ABS Investment Management
Connecticut
$55.4万 +$3.46万 +185 新規
JTC Employer Solutions Trustee
1963
JTC Employer Solutions Trustee
Jersey
$55.4万 – – –
Prosperity Financial Group
1964
Prosperity Financial Group
California
$55.4万 +$56万 +2,996 新規
Cambridge Advisors
1965
Cambridge Advisors
Nebraska
$55.4万 – – –
Massar Capital Management
1966
Massar Capital Management
Connecticut
$55.3万 -$60.3万 -3,227 -52%
FNY Investment Advisers
1967
FNY Investment Advisers
New York
$55.2万 +$3.55万 +190 +7%
Wilsey Asset Management
1968
Wilsey Asset Management
California
$55.1万 -$5224万 -279,334 -99%
Invested Advisors
1969
Invested Advisors
Pennsylvania
$55万 +$3.03万 +162 +6%
RCWM
1970
Royal Capital Wealth Management
Indiana
$55万 +$561 +3 +0.1%
Platt Wealth Management
1971
Platt Wealth Management
California
$54.8万 +$2.52万 +135 +5%
Garden State Investment Advisory Services
1972
Garden State Investment Advisory Services
New Jersey
$54.8万 +$16.7万 +891 +43%
Eagle Wealth Advisors
1973
Eagle Wealth Advisors
Connecticut
$54.6万 +$12.4万 +662 +29%
Severin Investments
1974
Severin Investments
Missouri
$54.5万 +$1.96万 +105 +4%
Basepoint Wealth
1975
Basepoint Wealth
Iowa
$54.5万 -$7.2万 -385 -12%