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名前 保有額 取引額 株数
増減
保有比率の
変化
Holistic Planning
2801
Holistic Planning
Texas
$656万 +$46.5万 +1,854 +7%
PIA
2802
Prakash Investment Advisors
Massachusetts
$656万 +$6.28万 +250 +0.9%
IFS
2803
Integrated Financial Solutions
Virginia
$652万 +$11.5万 +460 +2%
IMT
2804
Investment Management Trust
Massachusetts
$651万 +$5.27万 +210 +0.8%
WA1
2805
Wimmer Associates 1
California
$651万 +$7.23万 +288 +1%
Oder Investment Management
2806
Oder Investment Management
California
$649万 – – –
Consilium Wealth Advisory
2807
Consilium Wealth Advisory
Texas
$649万 -$2.71万 -108 -0.4%
Beacon Financial Advisory
2808
Beacon Financial Advisory
Ohio
$648万 +$25万 +995 +4%
Roberts, Glore & Co
2809
Roberts, Glore & Co
Illinois
$648万 +$3,012 +12 +0%
Fourth Dimension Wealth
2810
Fourth Dimension Wealth
Ohio
$648万 -$13.2万 -526 -2%
Whalen Wealth Management
2811
Whalen Wealth Management
Nevada
$647万 +$18.1万 +723 +3%
Quad-Cities Investment Group
2812
Quad-Cities Investment Group
Iowa
$647万 -$4.39万 -175 -0.6%
Baker Tilly Wealth Management
2813
Baker Tilly Wealth Management
Wisconsin
$646万 +$30.4万 +1,210 +5%
KLCM Advisors
2814
KLCM Advisors
Wisconsin
$646万 -$98.6万 -3,929 -13%
Essex Investment Management
2815
Essex Investment Management
Massachusetts
$645万 -$3.66万 -146 -0.5%
Cary Street Partners Investment Advisory
2816
Cary Street Partners Investment Advisory
Virginia
$644万 +$83.2万 +3,314 +14%
Harber Asset Management
2817
Harber Asset Management
North Carolina
$643万 +$152万 +6,075 +29%
EFM
2818
Eley Financial Management
Vermont
$642万 +$5.27万 +210 +0.8%
CSI
2819
Cross Staff Investments
New York
$642万 – – –
First Commonwealth Financial Corp
2820
First Commonwealth Financial Corp
Pennsylvania
$642万 +$9.14万 +364 +1%
Primoris Wealth Advisors
2821
Primoris Wealth Advisors
Florida
$640万 +$105万 +4,175 +18%
Radnor Capital Management
2822
Radnor Capital Management
Pennsylvania
$640万 +$13.6万 +541 +2%
GHP Investment Advisors
2823
GHP Investment Advisors
Colorado
$640万 +$38.4万 +1,529 +6%
Alchemi Wealth
2824
Alchemi Wealth
Connecticut
$639万 +$13万 +518 +2%
Brown Financial Advisors
2825
Brown Financial Advisors
Ohio
$639万 -$91.7万 -3,655 -12%