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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
Shaker Financial Services
1
Shaker Financial Services
Virginia
$310万 +$77.1万 +21,434 +33%
Matisse Capital
2
Matisse Capital
Oregon
$276万 +$277万 +76,927 新規
Landscape Capital Management
3
Landscape Capital Management
New Jersey
$244万 +$182万 +50,669 +295%
MAA
4
Mraz Amerine & Associates
California
$226万 +$14.1万 +3,936 +7%
Pecaut & Co
5
Pecaut & Co
Iowa
$205万 +$16.4万 +4,559 +9%
Curi RMB Capital
6
Curi RMB Capital
Illinois
$191万 +$98.7万 +27,449 +107%
Cohen & Steers
7
Cohen & Steers
New York
$190万 +$9.07万 +2,523 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$186万 +$186万 +51,780 新規
Mariner Investment Group
9
Mariner Investment Group
New York
$180万 +$180万 +50,200 新規
Thomas J. Herzfeld Advisors
10
Thomas J. Herzfeld Advisors
Florida
$180万 +$180万 +50,048 新規
Citigroup
11
Citigroup
New York
$158万 +$38.9万 +10,807 +33%
First Trust Advisors
12
First Trust Advisors
Illinois
$130万 +$29.2万 +8,135 +29%
Bank of America
13
Bank of America
North Carolina
$123万 +$30.7万 +8,527 +33%
CA
14
Cornerstone Advisors
North Carolina
$104万 +$104万 +28,938 新規
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$84.8万 +$3.77万 +1,050 +5%
D.A. Davidson & Co
16
D.A. Davidson & Co
Montana
$83.9万 +$34.9万 +9,702 +71%
Invesco
17
Invesco
Georgia
$53.3万 -$2.64万 -735 -5%
UBS Group
18
UBS Group
Switzerland
$46.8万 +$11.2万 +3,121 +32%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$46.1万 +$827 +23 +0.2%
AMI Investment Management
20
AMI Investment Management
Indiana
$40.7万 – – –
LPL Financial
21
LPL Financial
California
$37.7万 -$3.42万 -952 -8%
CCM
22
Cohen Capital Management
California
$34.4万 – – –
Guggenheim Capital
23
Guggenheim Capital
Illinois
$33.9万 -$6.4万 -1,779 -16%
Stratos Wealth Partners
24
Stratos Wealth Partners
Ohio
$32.7万 -$2.78万 -773 -8%
Wells Fargo
25
Wells Fargo
California
$30.4万 -$22.6万 -6,293 -43%