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名前 保有額 取引額 株数
増減
保有比率の
変化
Diversify Wealth Management
1001
Diversify Wealth Management
Utah
$247万 +$14万 +1,530 +7%
Diversify Advisory Services
1002
Diversify Advisory Services
Utah
$247万 +$216万 +23,681 新規
Shelton Capital Management
1003
Shelton Capital Management
Colorado
$247万 -$455万 -49,873 -65%
Pure Financial Advisors
1004
Pure Financial Advisors
California
$247万 +$28.2万 +3,092 +13%
Keynote Financial Services
1005
Keynote Financial Services
Connecticut
$247万 +$19.3万 +2,110 +8%
Western Wealth Management
1006
Western Wealth Management
Colorado
$246万 -$1.26万 -138 -0.5%
Frazier Financial Advisors
1007
Frazier Financial Advisors
Ohio
$246万 -$16万 -1,751 -6%
Means Investment Company
1008
Means Investment Company
Maine
$246万 -$9.08万 -995 -4%
Campbell & Co Investment Adviser
1009
Campbell & Co Investment Adviser
Maryland
$245万 -$94.7万 -10,377 -28%
MAM
1010
Mystic Asset Management
Rhode Island
$245万 +$14.6万 +1,601 +6%
P.J. Schmidt Investment Management (PJS)
1011
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244万 -$40万 -4,384 -14%
Simplicity Wealth
1012
Simplicity Wealth
New Jersey
$244万 +$16.9万 +1,852 +7%
Valeo Financial Advisors
1013
Valeo Financial Advisors
Indiana
$244万 +$11万 +1,201 +5%
SHFA
1014
SS&H Financial Advisors
Michigan
$243万 +$244万 +26,758 新規
First American Bank
1015
First American Bank
Illinois
$242万 -$131万 -14,340 -35%
Financial Engines Advisors
1016
Financial Engines Advisors
California
$240万 +$27.6万 +3,026 +13%
CA
1017
Cullinan Associates
Kentucky
$240万 -$9,127 -100 -0.4%
Washington Trust Advisors
1018
Washington Trust Advisors
Massachusetts
$240万 -$7.93万 -869 -3%
CFMC
1019
Curbstone Financial Management Corp
New Hampshire
$239万 +$22.8万 +2,500 +10%
Ostrum Asset Management
1020
Ostrum Asset Management
France
$239万 +$36.9万 +4,042 +18%
Parkside Financial Bank & Trust
1021
Parkside Financial Bank & Trust
Missouri
$238万 -$13.2万 -1,443 -5%
GWMI
1022
Guardian Wealth Management (Illinois)
Illinois
$237万 +$5.98万 +655 +3%
Blue Trust Inc
1023
Blue Trust Inc
Georgia
$236万 -$14万 -1,536 -6%
Tudor Financial
1024
Tudor Financial
Ohio
$236万 +$194万 +21,247 +443%
Capital Investment Advisors
1025
Capital Investment Advisors
Georgia
$236万 +$22.4万 +2,451 +10%