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名前 保有額 取引額 株数
増減
保有比率の
変化
MBWA
1951
Marin Bay Wealth Advisors
California
$184万 -$6.96万 -175 -4%
Integrity Advisory Solutions
1952
Integrity Advisory Solutions
Texas
$184万 +$95.5万 +2,401 +122%
M3 Advisory Group
1953
M3 Advisory Group
Massachusetts
$184万 +$3.7万 +93 +2%
Pacific Capital Wealth Advisors
1954
Pacific Capital Wealth Advisors
California
$184万 -$2.39万 -60 -1%
Ethos Capital Management
1955
Ethos Capital Management
Pennsylvania
$184万 +$174万 +4,364 新規
MidFirst Bank
1956
MidFirst Bank
Oklahoma
$183万 +$4.02万 +101 +2%
JB Capital
1957
JB Capital
Connecticut
$183万 +$1.07万 +27 +0.6%
YP
1958
YANKCOM Partnership
South Dakota
$183万 +$10.1万 +254 +6%
Compass Capital Corp
1959
Compass Capital Corp
Massachusetts
$182万 -$64.8万 -1,629 -23%
Wheelhouse Advisory Group
1960
Wheelhouse Advisory Group
Missouri
$182万 +$2,386 +6 +0.1%
FFC
1961
Frederick Financial Consultants
Maryland
$181万 +$1.23万 +31 +0.7%
Friday Financial
1962
Friday Financial
Iowa
$181万 -$1,193 -3 -0.1%
Somerset Trust
1963
Somerset Trust
Pennsylvania
$180万 +$6,761 +17 +0.4%
Meridian Financial Partners
1964
Meridian Financial Partners
Virginia
$180万 +$2.51万 +63 +1%
D.B. Root & Company
1965
D.B. Root & Company
Pennsylvania
$180万 +$35.3万 +888 +26%
First Manhattan
1966
First Manhattan
New York
$180万 -$53.9万 -1,356 -24%
IWN
1967
Independent Wealth Network
Iowa
$179万 +$16.7万 +421 +11%
North Berkeley Wealth Management
1968
North Berkeley Wealth Management
California
$179万 – – –
South Plains Financial
1969
South Plains Financial
Texas
$178万 -$3.46万 -87 -2%
FORA Capital
1970
FORA Capital
Florida
$178万 +$124万 +3,129 +283%
Cadia Private Client
1971
Cadia Private Client
New Jersey
$178万 +$2,784 +7 +0.2%
Winter & Associates
1972
Winter & Associates
Minnesota
$178万 – – –
MW Advisory
1973
MW Advisory
Georgia
$178万 +$168万 +4,223 新規
Leigh Baldwin & Co
1974
Leigh Baldwin & Co
New York
$176万 -$22.5万 -566 -12%
Pines Wealth Management
1975
Pines Wealth Management
North Carolina
$176万 -$2.78万 -70 -2%