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名前 保有額 取引額 株数
増減
保有比率の
変化
TrueMark Investments
401
TrueMark Investments
Illinois
$170万 -$74.7万 -2,809 -37%
PCM
402
Park Capital Management
Wisconsin
$169万 +$127万 +4,779 新規
Great Valley Advisor Group
403
Great Valley Advisor Group
Delaware
$168万 +$80.5万 +3,027 +175%
Focus Financial Network
404
Focus Financial Network
Minnesota
$165万 – – –
SDWIA
405
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$165万 -$11.3万 -425 -8%
APWM
406
Argonautica Private Wealth Management
Massachusetts
$164万 +$10.4万 +391 +9%
Vega Investment Solutions
407
Vega Investment Solutions
France
$164万 -$175万 -6,588 -59%
Huntleigh Advisors
408
Huntleigh Advisors
Missouri
$162万 – – –
Alerus Financial
409
Alerus Financial
North Dakota
$162万 -$98.2万 -3,693 -45%
Arkadios Wealth Advisors
410
Arkadios Wealth Advisors
Georgia
$162万 -$7,445 -28 -0.6%
Atria Investments
411
Atria Investments
North Carolina
$161万 +$80.8万 +3,038 +203%
Lake Street Private Wealth
412
Lake Street Private Wealth
Illinois
$161万 -$23.4万 -879 -16%
Partners Group Holding
413
Partners Group Holding
Switzerland
$156万 -$279万 -10,500 -70%
Golden State Wealth Management
414
Golden State Wealth Management
California
$155万 -$11.4万 -428 -9%
PFG Investments
415
PFG Investments
New York
$155万 -$192万 -7,208 -62%
Meridian Wealth Management
416
Meridian Wealth Management
Kentucky
$152万 +$26.7万 +1,003 +30%
IHT Wealth Management
417
IHT Wealth Management
Illinois
$152万 +$2.53万 +95 +2%
Vanguard Personalized Indexing Management
418
Vanguard Personalized Indexing Management
California
$150万 -$1.41万 -53 -1%
Belpointe Asset Management
419
Belpointe Asset Management
Nevada
$150万 -$28.3万 -1,066 -20%
Fortis Capital Advisors
420
Fortis Capital Advisors
Kansas
$150万 -$28.3万 -1,066 -20%
BOM
421
Bank of Marin
California
$149万 -$41.7万 -1,570 -27%
JF
422
Joule Financial
Kentucky
$149万 +$112万 +4,195 新規
TC
423
TownSquare Capital
Utah
$148万 +$111万 +4,172 新規
FAOAI
424
Fund Advisors of America Inc
Florida
$147万 -$22万 -827 -17%
KCM Investment Advisors
425
KCM Investment Advisors
California
$147万 -$2.66万 -100 -2%