|
2301
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3044万
|
+$17.8万
|
5
|
5.4%
|
買い増し
|
|
|
2302
|
Penbrook Management
New York
|
$3039万
|
-$30.1万
|
4
|
18.31%
|
減少
|
|
|
2303
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$3036万
|
+$10.4万
|
8
|
9.09%
|
買い増し
|
|
|
2304
|
Signet Financial Management
Parsippany,
New Jersey
|
$3032万
|
-$126万
|
11
|
4.59%
|
減少
|
|
|
2305
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3031万
|
+$14.4万
|
15
|
2.74%
|
買い増し
|
|
|
2306
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$3023万
|
-$153万
|
3
|
15.22%
|
減少
|
|
|
2307
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3017万
|
-$36万
|
5
|
9.66%
|
減少
|
|
|
2308
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$3014万
|
+$542万
|
4
|
15.55%
|
買い増し
|
|
|
2309
|
Permanens Capital
New York
|
$3014万
|
+$88.2万
|
4
|
4.75%
|
買い増し
|
|
|
2310
|
CFO4Life Group
Coppell,
Texas
|
$3012万
|
+$49.1万
|
5
|
6.23%
|
買い増し
|
|
|
2311
|
Lindbrook Capital
Calabasas,
California
|
$3012万
|
+$1418万
|
24
|
4.58%
|
買い増し
|
|
|
2312
|
Americana Partners
Houston,
Texas
|
$3008万
|
+$29万
|
5
|
5.47%
|
買い増し
|
|
|
2313
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$3003万
|
+$105万
|
5
|
10.46%
|
買い増し
|
|
|
2314
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$3002万
|
-$37.9万
|
4
|
10.5%
|
減少
|
|
|
2315
|
Regatta Capital Group
El Segundo,
California
|
$3001万
|
+$3019万
|
7
|
10.49%
|
新規
|
|
|
2316
|
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
|
$3000万
|
+$59.8万
|
2
|
14.36%
|
買い増し
|
|
|
2317
|
Frank Rimerman Advisors
Palo Alto,
California
|
$3000万
|
+$132万
|
6
|
10.06%
|
買い増し
|
|
|
2318
|
Pegasus Asset Management
Montebello,
New York
|
$2996万
|
-$127万
|
6
|
12.28%
|
減少
|
|
|
2319
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$2994万
|
+$2258万
|
6
|
8.77%
|
買い増し
|
|
|
2320
|
|
$2992万
|
$0
|
2
|
3.31%
|
維持
|
|
|
2321
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2990万
|
+$58.9万
|
7
|
6.19%
|
買い増し
|
|
|
2322
|
Bourgeon Capital Management
Darien,
Connecticut
|
$2986万
|
-$26.6万
|
7
|
6.16%
|
減少
|
|
|
2323
|
Vienna Asset Management
Saratoga,
California
|
$2983万
|
+$3011万
|
9
|
27.08%
|
新規
|
|
|
2324
|
Good Life Advisors
Reading,
Pennsylvania
|
$2979万
|
+$57.4万
|
9
|
3.61%
|
買い増し
|
|
|
2325
|
Pavion Blue Capital
Newport Beach,
California
|
$2977万
|
-$95.3万
|
5
|
17.28%
|
減少
|
|
