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名前 保有額 取引額 株数
増減
保有比率の
変化
HORAN Wealth
1626
HORAN Wealth
Ohio
$2995万 +$30.8万 +1,076 +1%
Platform Wealth Management
1627
Platform Wealth Management
Utah
$2994万 +$2960万 +103,471 新規
TriaGen Wealth Management
1628
TriaGen Wealth Management
California
$2994万 -$428万 -14,978 -13%
Moss Adams Wealth Advisors
1629
Moss Adams Wealth Advisors
Washington
$2992万 -$106万 -3,714 -3%
McLean Asset Management
1630
McLean Asset Management
Virginia
$2990万 -$32.9万 -1,150 -1%
Garde Capital
1631
Garde Capital
Washington
$2980万 -$66.7万 -2,331 -2%
DQRIM
1632
Dale Q Rice Investment Management
Washington
$2976万 -$73.8万 -2,581 -2%
Key Financial Inc
1633
Key Financial Inc
Pennsylvania
$2974万 -$19.4万 -679 -0.7%
Perkins Coie Trust Company
1634
Perkins Coie Trust Company
Washington
$2970万 +$7,723 +27 +0%
Stenger Family Office
1635
Stenger Family Office
Illinois
$2967万 -$8.5万 -297 -0.3%
Great Lakes Retirement
1636
Great Lakes Retirement
Ohio
$2965万 +$54.1万 +1,890 +2%
Diamant Asset Management
1637
Diamant Asset Management
Connecticut
$2964万 -$70.1万 -2,449 -2%
Crewe Advisors
1638
Crewe Advisors
Utah
$2964万 -$76.3万 -2,666 -3%
Provident Investment Management
1639
Provident Investment Management
Michigan
$2958万 +$2842万 +99,372 +3,495%
Atwater Malick
1640
Atwater Malick
Pennsylvania
$2954万 +$63.2万 +2,211 +2%
Stonebridge Financial Group
1641
Stonebridge Financial Group
California
$2951万 +$2917万 +101,970 新規
Clean Yield Group
1642
Clean Yield Group
Vermont
$2945万 +$8,581 +30 +0%
Rockport Wealth
1643
Rockport Wealth
Ohio
$2942万 -$193万 -6,732 -6%
Alta Capital Management
1644
Alta Capital Management
Utah
$2940万 -$2083万 -72,833 -42%
Hilton Capital Management
1645
Hilton Capital Management
New York
$2939万 +$30.7万 +1,075 +1%
Yukon Wealth Management
1646
Yukon Wealth Management
Kansas
$2937万 +$2765万 +96,669 +1,994%
Monograph Wealth Advisors
1647
Monograph Wealth Advisors
California
$2935万 -$628万 -21,948 -18%
Quadcap Wealth Management
1648
Quadcap Wealth Management
Texas
$2933万 +$59.2万 +2,069 +2%
Denali Advisors
1649
Denali Advisors
California
$2932万 -$492万 -17,218 -15%
Bill Few Associates
1650
Bill Few Associates
Pennsylvania
$2930万 -$54.4万 -1,903 -2%