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名前 保有額 取引額 株数
増減
保有比率の
変化
Creative Financial Designs
1551
Creative Financial Designs
Indiana
$3.48万 +$1.06万 +59 +38%
Cornerstone Planning Group
1552
Cornerstone Planning Group
New Jersey
$3.36万 -$1.06万 -59 -23%
CG
1553
Curat Global
New Hampshire
$3.35万 – – –
GSEP
1554
Golden State Equity Partners
California
$3.34万 -$53万 -2,944 -94%
MSWM
1555
Mowery & Schoenfeld Wealth Management
Illinois
$3.3万 – – –
FC
1556
Fairscale Capital
New Hampshire
$3.27万 – – –
PF
1557
PlanVest Financial
Maryland
$3.24万 – – –
API
1558
Asset Planning Inc
California
$3.22万 – – –
S
1559
Sachetta
Massachusetts
$3.22万 +$900 +5 +3%
KAS
1560
Kemnay Advisory Services
New York
$3.21万 +$1,620 +9 +5%
TCM
1561
Triumph Capital Management
Colorado
$3.17万 -$2,880 -16 -8%
GWS
1562
Greykasell Wealth Strategies
California
$3.17万 -$1.46万 -81 -29%
IMA Advisory Services
1563
IMA Advisory Services
Colorado
$3.14万 +$2,700 +15 +9%
MLA
1564
MB, Levis & Associates
Pennsylvania
$3.11万 – – –
SW
1565
StrongBox Wealth
Missouri
$3.08万 -$17.6万 -977 -84%
GI
1566
GS Investments
Minnesota
$3.08万 – – –
GCP
1567
Gill Capital Partners
Colorado
$3万 – – –
SFCL
1568
Strengthening Families & Communities LLC
Massachusetts
$3万 +$720 +4 +2%
Delta Asset Management
1569
Delta Asset Management
Tennessee
$2.99万 -$3,600 -20 -10%
GA
1570
GoalVest Advisory
New York
$2.94万 – – –
APW
1571
Allied Private Wealth
Florida
$2.89万 +$3.13万 +174 新規
HNW
1572
High Note Wealth
Minnesota
$2.88万 +$6,660 +37 +27%
RFA
1573
Register Financial Advisors
Georgia
$2.84万 +$3.13万 +174 新規
JWM
1574
JPL Wealth Management
Colorado
$2.8万 -$2.7万 -150 -47%
TIAA Trust, National Association
1575
TIAA Trust, National Association
North Carolina
$2.76万 -$2,160 -12 -7%