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名前 保有額 取引額 株数
増減
保有比率の
変化
Zhang Financial
1976
Zhang Financial
Michigan
$148万 +$15.3万 +377 +14%
Monetta Financial Services
1977
Monetta Financial Services
Illinois
$148万 – – –
Navigation Group
1978
Navigation Group
California
$148万 +$5,681 +14 +0.5%
Gateway Investment Advisers
1979
Gateway Investment Advisers
Ohio
$148万 +$14.4万 +354 +13%
HH
1980
HWG Holdings
Texas
$147万 +$50.9万 +1,254 +68%
Nicholas Hoffman & Company
1981
Nicholas Hoffman & Company
Georgia
$147万 -$3.77万 -93 -3%
Hoey Investments
1982
Hoey Investments
Pennsylvania
$147万 +$40.1万 +988 +47%
Matrix Private Capital Group
1983
Matrix Private Capital Group
New York
$147万 -$9,739 -24 -0.8%
Perryman Financial Advisory
1984
Perryman Financial Advisory
Texas
$146万 +$64.6万 +1,591 +109%
Commonwealth Financial Services
1985
Commonwealth Financial Services
West Virginia
$146万 +$4.87万 +120 +4%
BXM Wealth
1986
BXM Wealth
Colorado
$146万 +$31.7万 +780 +34%
Monte Financial Group
1987
Monte Financial Group
Connecticut
$145万 -$46.7万 -1,150 -24%
IP
1988
Investment Partners
Ohio
$145万 +$1.01万 +25 +0.8%
TDB
1989
Thompson David Blair
$145万 -$15.2万 -374 -11%
Constant Guidance Financial
1990
Constant Guidance Financial
Massachusetts
$145万 +$98.6万 +2,430 +405%
BridgePort Financial Solutions
1991
BridgePort Financial Solutions
Iowa
$145万 +$6.09万 +150 +5%
Lee Financial
1992
Lee Financial
Texas
$144万 +$21.3万 +526 +21%
TFR Capital
1993
TFR Capital
Texas
$144万 +$2.19万 +54 +2%
Aventura Private Wealth
1994
Aventura Private Wealth
Florida
$144万 +$7.55万 +186 +7%
Ariadne Wealth Management
1995
Ariadne Wealth Management
California
$144万 +$7.99万 +197 +7%
UAG
1996
United Advisor Group
Ohio
$144万 +$6.33万 +156 +5%
Oasis Management Company
1997
Oasis Management Company
Cayman Islands
$143万 – – –
Integrity Advisory Solutions
1998
Integrity Advisory Solutions
Texas
$143万 +$26.7万 +657 +28%
Cornerstone Wealth Group
1999
Cornerstone Wealth Group
North Carolina
$143万 +$28.1万 +692 +30%
Burford Brothers
2000
Burford Brothers
Texas
$143万 +$2.19万 +54 +2%