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Source Capital

名前 保有額 取引額 株数
増減
保有比率の
変化
DWM
1
DKM Wealth Management
California
$1439万 +$53.2万 +11,647 +4%
D.A. Davidson & Co
2
D.A. Davidson & Co
Montana
$767万 -$10.8万 -2,369 -1%
SFS
3
Shaker Financial Services
Virginia
$708万 +$566万 +123,761 +410%
DM
4
Diversified Management
Wisconsin
$558万 +$15.2万 +3,316 +3%
HC
5
Hara Capital
Washington
$458万 +$159万 +34,826 +54%
Morgan Stanley
6
Morgan Stanley
New York
$418万 +$2.55万 +558 +0.6%
First Trust Advisors
7
First Trust Advisors
Illinois
$347万 +$4.68万 +1,024 +1%
Mesirow Financial Investment Management
8
Mesirow Financial Investment Management
Illinois
$347万 +$2,743 +60 +0.1%
Wells Fargo
9
Wells Fargo
California
$310万 -$3.72万 -814 -1%
Raymond James Financial
10
Raymond James Financial
Florida
$267万 -$4.3万 -941 -2%
Invesco
11
Invesco
Georgia
$156万 +$9.28万 +2,031 +6%
Anchor Investment Management
12
Anchor Investment Management
South Carolina
$132万 -$14.7万 -3,220 -10%
SAM
13
Smith Asset Management
Florida
$129万 -$7,496 -164 -0.6%
Hennion & Walsh Asset Management
14
Hennion & Walsh Asset Management
New Jersey
$119万 -$28.6万 -6,259 -19%
US Bancorp
15
US Bancorp
Minnesota
$114万 – – –
Keating Financial Advisory Services
16
Keating Financial Advisory Services
Kansas
$105万 -$84.5万 -18,487 -45%
LPL Financial
17
LPL Financial
California
$96.6万 -$1.31万 -287 -1%
&Partners
18
&Partners
Tennessee
$72.6万 +$4.23万 +925 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$69.5万 +$37.9万 +8,282 +121%
Chemistry Wealth Management
20
Chemistry Wealth Management
New York
$65.2万 -$6.88万 -1,505 -10%
Baltimore-Washington Financial Advisors
21
Baltimore-Washington Financial Advisors
Maryland
$64.7万 -$4.06万 -888 -6%
Bank of America
22
Bank of America
North Carolina
$64.5万 +$4,571 +100 +0.7%
PC
23
Pecaut & Co
Iowa
$62.5万 +$6,765 +148 +1%
Readystate Asset Management
24
Readystate Asset Management
Illinois
$56.5万 +$56.1万 +12,280 新規
AE Wealth Management
25
AE Wealth Management
Kansas
$54.1万 +$53.8万 +11,760 新規