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名前 保有額 取引額 株数
増減
保有比率の
変化
Verus Capital Partners
2026
Verus Capital Partners
Arizona
$22.4万 +$18.3万 +2,536 新規
SC
2027
Schubert & Co
Texas
$22.3万 +$18.2万 +2,526 新規
PS
2028
Planned Solutions
California
$22.2万 +$18.1万 +2,516 新規
OCM
2029
Osbon Capital Management
Massachusetts
$22.2万 – – –
TFC Financial Management
2030
TFC Financial Management
Massachusetts
$22.2万 +$3,748 +52 +2%
PFA
2031
Presper Financial Architects
Ohio
$22.1万 +$18.1万 +2,512 新規
WF
2032
WealthPoint Financial
North Carolina
$22.1万 +$18.1万 +2,506 新規
Belpointe Asset Management
2033
Belpointe Asset Management
Nevada
$22.1万 +$18万 +2,502 新規
NAMNJ
2034
NorthStar Asset Management (New Jersey)
New Jersey
$22万 +$18万 +2,498 新規
SIA
2035
SkyView Investment Advisors
New Jersey
$22万 +$18万 +2,500 新規
NBWM
2036
North Berkeley Wealth Management
California
$22万 +$18万 +2,492 新規
Sage Mountain Advisors
2037
Sage Mountain Advisors
Georgia
$21.9万 +$17.9万 +2,484 新規
Fort Washington Investment Advisors
2038
Fort Washington Investment Advisors
Ohio
$21.9万 +$17.9万 +2,480 新規
Navellier & Associates
2039
Navellier & Associates
Nevada
$21.9万 +$17.9万 +2,480 新規
Alphadyne Asset Management
2040
Alphadyne Asset Management
New York
$21.8万 -$89.9万 -12,470 -83%
BWM
2041
BigSur Wealth Management
Florida
$21.8万 +$17.8万 +2,472 新規
CPW
2042
Cogent Private Wealth
Florida
$21.8万 +$17.8万 +2,472 新規
NC
2043
North Capital
Utah
$21.8万 +$17.8万 +2,472 新規
Webster Bank
2044
Webster Bank
Connecticut
$21.6万 +$3,893 +54 +2%
Smith, Moore & Co
2045
Smith, Moore & Co
Missouri
$21.6万 +$17.6万 +2,446 新規
CFA
2046
Churchill Financial Advisors
Kentucky
$21.5万 +$17.6万 +2,440 新規
MBWA
2047
Marin Bay Wealth Advisors
California
$21.4万 +$17.5万 +2,432 新規
MBI
2048
May Barnhard Investments
Maryland
$21.4万 +$17.5万 +2,432 新規
TAP
2049
Tounjian Advisory Partners
Florida
$21.4万 -$156万 -21,588 -90%
Park National Corp
2050
Park National Corp
Ohio
$21.3万 +$17.4万 +2,418 新規