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名前 保有額 取引額 株数
増減
保有比率の
変化
CrossGen Wealth
2801
CrossGen Wealth
North Carolina
$6.27万 +$548 +6 +0.9%
Operose Advisors
2802
Operose Advisors
Wisconsin
$6.24万 +$6.28万 +688 新規
VSM Wealth Advisory
2803
VSM Wealth Advisory
Maryland
$6.24万 – – –
James T. Borello
2804
James T. Borello
Illinois
$6.23万 +$3.02万 +331 +93%
Beacon Financial Strategies
2805
Beacon Financial Strategies
North Carolina
$6.22万 – – –
KAS
2806
Kemnay Advisory Services
New York
$6.22万 +$3,012 +33 +5%
PWMG
2807
Private Wealth Management Group
New Jersey
$6.16万 -$2,373 -26 -4%
Holos Integrated Wealth
2808
Holos Integrated Wealth
Pennsylvania
$6.07万 – – –
Pension & Wealth Management Advisors
2809
Pension & Wealth Management Advisors
Massachusetts
$6.06万 -$6.02万 -660 -50%
REAP Financial Group
2810
REAP Financial Group
Texas
$6.01万 +$1,095 +12 +2%
SOA Wealth Advisors
2811
SOA Wealth Advisors
New York
$5.96万 -$1.03万 -113 -15%
Rational Advisors
2812
Rational Advisors
New York
$5.84万 +$6,754 +74 +13%
Contravisory Investment Management
2813
Contravisory Investment Management
Massachusetts
$5.81万 -$4.2万 -460 -42%
Stone House Investment Management
2814
Stone House Investment Management
Pennsylvania
$5.79万 – – –
Park Place Capital
2815
Park Place Capital
Alabama
$5.72万 -$9,858 -108 -15%
GoalVest Advisory
2816
GoalVest Advisory
New York
$5.64万 -$24万 -2,631 -81%
Abound Wealth Management
2817
Abound Wealth Management
Tennessee
$5.57万 -$2.83万 -310 -34%
Dogwood Wealth Management
2818
Dogwood Wealth Management
Kansas
$5.54万 +$1.14万 +125 +26%
SIM
2819
Synergy Investment Management
Florida
$5.54万 +$2.36万 +259 +89%
Guardian Partners
2820
Guardian Partners
Canada
$5.49万 +$5.52万 +605 新規
Highline Wealth Partners
2821
Highline Wealth Partners
California
$5.38万 +$2,191 +24 +4%
Joseph Group Capital Management
2822
Joseph Group Capital Management
Ohio
$5.34万 -$4.41万 -483 -45%
United Community Bank
2823
United Community Bank
South Carolina
$5.33万 +$5,933 +65 +12%
Atwood & Palmer
2824
Atwood & Palmer
Missouri
$5.28万 – – –
Mowery & Schoenfeld Wealth Management
2825
Mowery & Schoenfeld Wealth Management
Illinois
$5.19万 – – –