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名前 保有額 取引額 株数
増減
保有比率の
変化
55 North Private Wealth
1976
55 North Private Wealth
Florida
$20.8万 +$19.1万 +1,744 新規
Hanson & Doremus Investment Management
1977
Hanson & Doremus Investment Management
Vermont
$20.8万 – – –
New England Professional Planning Group
1978
New England Professional Planning Group
Rhode Island
$20.7万 +$19万 +1,736 新規
Parkway Wealth Management
1979
Parkway Wealth Management
Texas
$20.7万 +$19万 +1,736 新規
Alesco Advisors
1980
Alesco Advisors
New York
$20.7万 +$19万 +1,732 新規
Ballast Rock Private Wealth
1981
Ballast Rock Private Wealth
South Carolina
$20.7万 +$19万 +1,731 新規
Beaumont Asset Management
1982
Beaumont Asset Management
Texas
$20.7万 +$18.9万 +1,728 新規
Summit Financial Wealth Advisors
1983
Summit Financial Wealth Advisors
Louisiana
$20.7万 +$18.9万 +1,728 新規
Austin Asset Management
1984
Austin Asset Management
Texas
$20.7万 +$18.9万 +1,728 新規
46 Peaks LLC
1985
46 Peaks LLC
Pennsylvania
$20.6万 +$18.9万 +1,724 新規
KLCM Advisors
1986
KLCM Advisors
Wisconsin
$20.6万 +$18.8万 +1,720 新規
Cherry Tree Wealth Management
1987
Cherry Tree Wealth Management
Minnesota
$20.6万 – – –
Acorn Financial Advisory Services
1988
Acorn Financial Advisory Services
Virginia
$20.6万 +$18.8万 +1,720 新規
Momentous Wealth Management
1989
Momentous Wealth Management
Washington
$20.6万 +$18.8万 +1,720 新規
Human Investing
1990
Human Investing
Oregon
$20.5万 +$18.8万 +1,715 新規
Cache Advisors
1991
Cache Advisors
California
$20.4万 +$18.7万 +1,707 新規
Pointe Capital Management
1992
Pointe Capital Management
Michigan
$20.4万 +$18.7万 +1,704 新規
Tolleson Wealth Management
1993
Tolleson Wealth Management
Texas
$20.4万 +$18.7万 +1,704 新規
Intrua Financial
1994
Intrua Financial
Texas
$20.3万 +$18.6万 +1,697 新規
Argyle Capital Partners
1995
Argyle Capital Partners
California
$20.2万 +$18.5万 +1,692 新規
Oxinas Partners Wealth Management
1996
Oxinas Partners Wealth Management
Indiana
$20.2万 +$18.5万 +1,688 新規
Revere Asset Management
1997
Revere Asset Management
Texas
$20.2万 +$18.5万 +1,688 新規
Rockline Wealth Management
1998
Rockline Wealth Management
New York
$20.2万 +$18.5万 +1,688 新規
Victory Financial Group
1999
Victory Financial Group
Texas
$20.2万 +$18.5万 +1,687 新規
Gerber LLC
2000
Gerber LLC
Ohio
$20.1万 +$18.4万 +1,684 新規