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名前 保有額 取引額 株数
増減
保有比率の
変化
Evergreen Wealth Solutions
901
Evergreen Wealth Solutions
Pennsylvania
$62.5万 +$5,216 +24 +1%
Institute for Wealth Management
902
Institute for Wealth Management
Colorado
$62.4万 – – –
Cape Cod Five Cents Savings Bank
903
Cape Cod Five Cents Savings Bank
Massachusetts
$62.1万 +$56.7万 +2,609 新規
Colonial River Investments
904
Colonial River Investments
Virginia
$62万 +$1.39万 +64 +3%
Dodge & Cox
905
Dodge & Cox
California
$61.7万 – – –
Rehmann Capital Advisory Group
906
Rehmann Capital Advisory Group
Michigan
$61.6万 +$6.28万 +289 +13%
Keel Point
907
Keel Point
Alabama
$61.6万 +$12.3万 +564 +28%
RB Capital Management
908
RB Capital Management
Nevada
$61.4万 -$8,041 -37 -1%
PDS Planning
909
PDS Planning
Ohio
$61.4万 +$4.85万 +223 +9%
Third View Private Wealth
910
Third View Private Wealth
Connecticut
$61万 +$9.04万 +416 +19%
Grove Bank & Trust
911
Grove Bank & Trust
Florida
$60.7万 +$5.43万 +250 +11%
Dorsey & Whitney Trust
912
Dorsey & Whitney Trust
South Dakota
$60.5万 -$21.4万 -985 -28%
Penserra Capital Management
913
Penserra Capital Management
California
$60.5万 -$9,345 -43 -2%
Avantax Planning Partners
914
Avantax Planning Partners
Iowa
$60.4万 -$1,521 -7 -0.3%
71 West Capital Partners
915
71 West Capital Partners
Massachusetts
$60.3万 +$12.6万 +581 +30%
Sentry LLC
916
Sentry LLC
Tennessee
$60.3万 +$217 +1 +0%
Meadow Creek Wealth Advisors
917
Meadow Creek Wealth Advisors
Georgia
$59.9万 -$5.41万 -249 -9%
KMG Fiduciary Partners
918
KMG Fiduciary Partners
Ohio
$59.8万 -$359万 -16,516 -87%
Keebeck Wealth Management
919
Keebeck Wealth Management
Illinois
$59.8万 +$54.4万 +2,504 新規
Koshinski Asset Management
920
Koshinski Asset Management
Illinois
$59.7万 +$2.8万 +129 +5%
Strategic Financial Concepts
921
Strategic Financial Concepts
Texas
$59.2万 -$4.35万 -200 -7%
Moss Adams Wealth Advisors
922
Moss Adams Wealth Advisors
Washington
$59.2万 +$30.8万 +1,419 +134%
Zhang Financial
923
Zhang Financial
Michigan
$59.2万 – – –
Westwood Holdings Group
924
Westwood Holdings Group
Texas
$59.1万 +$54万 +2,483 新規
Basecamp Wealth Advisors
925
Basecamp Wealth Advisors
Washington
$59万 -$2.13万 -98 -4%