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名前 保有額 取引額 株数
増減
保有比率の
変化
WCM
851
Weaver Capital Management
Georgia
$441万 – – –
Mission Wealth Management
852
Mission Wealth Management
California
$441万 +$75.5万 +10,476 +26%
SVB Wealth
853
SVB Wealth
Massachusetts
$440万 -$49.6万 -6,876 -12%
Highland Capital Management (Tennessee)
854
Highland Capital Management (Tennessee)
Tennessee
$440万 -$5.88万 -816 -2%
DBG
855
De Burlo Group
Massachusetts
$437万 +$358万 +49,600 新規
Hardy Reed
856
Hardy Reed
Mississippi
$435万 -$8,506 -118 -0.2%
Park Place Capital
857
Park Place Capital
Alabama
$433万 +$105万 +14,612 +42%
BFW
858
Brady Family Wealth
Missouri
$432万 +$79.5万 +11,026 +29%
Advisors Preferred
859
Advisors Preferred
Maryland
$428万 – – –
Frec Markets Inc
860
Frec Markets Inc
California
$426万 +$32.1万 +4,456 +10%
First National Bank of Omaha
861
First National Bank of Omaha
Nebraska
$424万 -$109万 -15,052 -24%
EHWM
862
Eads & Heald Wealth Management
Georgia
$422万 -$37.2万 -5,158 -10%
BIA
863
Benchmark Investment Advisors
Illinois
$421万 +$49.5万 +6,870 +17%
Archford Capital Strategies
864
Archford Capital Strategies
Illinois
$420万 +$85万 +11,792 +33%
First National Advisers
865
First National Advisers
Nebraska
$418万 -$83.2万 -11,548 -20%
HZ
866
Hixon Zuercher
Ohio
$418万 -$7.38万 -1,024 -2%
EML
867
Eos Management LP
New York
$416万 +$340万 +47,192 新規
Pallas Capital Advisors
868
Pallas Capital Advisors
Massachusetts
$415万 -$60.3万 -8,366 -15%
Summit Global Investments
869
Summit Global Investments
Utah
$414万 -$24.2万 -3,354 -7%
BMC
870
Beaton Management Company
Massachusetts
$414万 -$1.44万 -200 -0.4%
Wedmont Private Capital
871
Wedmont Private Capital
Pennsylvania
$414万 +$8.88万 +1,232 +2%
Ascent Group
872
Ascent Group
Virginia
$413万 +$12.2万 +1,692 +4%
SNS Financial Group
873
SNS Financial Group
Minnesota
$410万 +$335万 +46,472 新規
Ellsworth Advisors
874
Ellsworth Advisors
Ohio
$406万 -$9万 -1,248 -2%
CL
875
CIM LLC
New York
$406万 +$2.65万 +368 +0.8%