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SPGIのアイコン

S&P Global

名前 保有額 取引額 株数
増減
保有比率の
変化
WWM
1976
Wolff Wiese Magana
California
$3,259 – – –
GTAM
1977
Global Trust Asset Management
Florida
$3,258 – – –
BC
1978
Barrett & Company
Rhode Island
$2,851 -$422 -1 -13%
Crews Bank & Trust
1979
Crews Bank & Trust
Florida
$2,851 – – –
FG
1980
Fairman Group
Pennsylvania
$2,851 – – –
PP
1981
Paladin Partners
Wisconsin
$2,851 – – –
BFS
1982
Burkett Financial Services
South Carolina
$2,473 – – –
NL
1983
NorthAvenue LLC
Ohio
$2,444 – – –
NL
1984
NVWM LLC
Pennsylvania
$2,444 +$422 +1 +20%
OAG
1985
Oakmont Advisory Group
New Mexico
$2,444 +$2,534 +6 新規
GSEP
1986
Golden State Equity Partners
California
$2,443 -$78.9万 -1,868 -100%
PS
1987
PayPay Securities
Japan
$2,311 +$422 +1 +20%
MCP
1988
Miller Capital Partners
Michigan
$2,037 – – –
AIC
1989
Archer Investment Corporation
Indiana
$2,036 – – –
SC
1990
Sawyer & Company
Massachusetts
$2,036 – – –
BDPWM
1991
Barnes Dennig Private Wealth Management
Ohio
$2,036 +$2,111 +5 新規
BWM
1992
Bullock Wealth Management
Indiana
$1,677 – – –
1IA
1993
1620 Investment Advisors
Massachusetts
$1,664 – – –
TBFA
1994
Three Bearings Fiduciary Advisors
New Hampshire
$1,630 – – –
NA
1995
Networth Advisors
Pennsylvania
$1,629 – – –
PIS
1996
POM Investment Strategies
North Carolina
$1,629 – – –
SFS
1997
Sunrise Financial Services
Washington
$1,629 – – –
LAM
1998
Lummis Asset Management
Texas
$1,629 +$1,689 +4 新規
SWAG
1999
Spectrum Wealth Advisory Group
California
$1,225 +$1,267 +3 新規
Parallax Volatility Advisers
2000
Parallax Volatility Advisers
California
$1,222 -$22.8万 -541 -99%