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名前 保有額 取引額 株数
増減
保有比率の
変化
Chancellor Financial Group WB
2001
Chancellor Financial Group WB
Pennsylvania
$332万 +$1.12万 +35 +0.4%
Ellsworth Advisors
2002
Ellsworth Advisors
Ohio
$332万 +$12.9万 +403 +5%
Engineers Gate Manager
2003
Engineers Gate Manager
New York
$332万 -$3495万 -108,877 -92%
Cetera Trust Company
2004
Cetera Trust Company
Minnesota
$331万 +$1.44万 +45 +0.5%
PH
2005
Pinnacle Holdings
Oklahoma
$331万 -$13.3万 -413 -4%
MSH Capital Advisors
2006
MSH Capital Advisors
Arizona
$330万 +$32.3万 +1,006 +12%
Garrison Point Advisors
2007
Garrison Point Advisors
California
$330万 -$6.58万 -205 -2%
Chemung Canal Trust
2008
Chemung Canal Trust
New York
$330万 +$1.83万 +57 +0.6%
RiverPark Advisors
2009
RiverPark Advisors
New York
$329万 -$22.8万 -711 -7%
Beech Hill Advisors
2010
Beech Hill Advisors
New York
$329万 -$321 -1 -0%
Trivant Custom Portfolio Group
2011
Trivant Custom Portfolio Group
California
$329万 -$1.64万 -51 -0.5%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
2012
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$328万 +$87.6万 +2,728 +40%
Raab & Moskowitz Asset Management
2013
Raab & Moskowitz Asset Management
New Jersey
$328万 -$4.94万 -154 -2%
Patton Albertson Miller Group
2014
Patton Albertson Miller Group
Tennessee
$327万 -$10.1万 -314 -3%
Lederer & Associates Investment Counsel
2015
Lederer & Associates Investment Counsel
California
$327万 +$963 +3 +0%
Malaga Cove Capital
2016
Malaga Cove Capital
California
$327万 -$9.31万 -290 -3%
FSB Premier Wealth Management
2017
FSB Premier Wealth Management
Iowa
$326万 +$33.4万 +1,040 +12%
MWA Asset Management
2018
MWA Asset Management
Massachusetts
$325万 +$2.02万 +63 +0.7%
Econ Financial Services
2019
Econ Financial Services
Pennsylvania
$325万 +$304万 +9,462 新規
Lineweaver Wealth Advisors
2020
Lineweaver Wealth Advisors
Ohio
$324万 +$23.8万 +741 +9%
Stokes Family Office
2021
Stokes Family Office
Louisiana
$323万 -$31.4万 -979 -9%
Leonteq Securities AG
2022
Leonteq Securities AG
Switzerland
$323万 +$144万 +4,495 +91%
Waldron Private Wealth
2023
Waldron Private Wealth
Pennsylvania
$322万 -$5,137 -16 -0.2%
Applied Capital LLC
2024
Applied Capital LLC
Florida
$322万 +$3.95万 +123 +1%
Mirabaud & Cie
2025
Mirabaud & Cie
Switzerland
$322万 -$350万 -10,912 -54%