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名前 保有額 取引額 株数
増減
保有比率の
変化
TCWM
1501
Total Clarity Wealth Management
Illinois
$82万 -$21.5万 -135 -25%
VisionPoint Advisory Group
1502
VisionPoint Advisory Group
Texas
$82万 +$15.6万 +98 +31%
Alvarez & Marsal Private Wealth Partners
1503
Alvarez & Marsal Private Wealth Partners
Florida
$82万 +$65.6万 +412 新規
SageView Advisory Group
1504
SageView Advisory Group
California
$81.6万 +$13.1万 +82 +25%
Tradition Wealth Management
1505
Tradition Wealth Management
Minnesota
$81.6万 +$7.16万 +45 +12%
Greenland Capital Management
1506
Greenland Capital Management
New York
$81.6万 +$65.3万 +410 新規
VW
1507
Vantus Wealth
Pennsylvania
$81.4万 +$65.1万 +409 新規
Venture Visionary Partners
1508
Venture Visionary Partners
Ohio
$81.2万 -$2.71万 -17 -4%
HFO
1509
Heritage Family Offices
Arizona
$81.1万 -$32.8万 -206 -34%
PEWA
1510
Pacific Excel Wealth Advisors
California
$81.1万 -$9.07万 -57 -12%
Caldwell Trust
1511
Caldwell Trust
Florida
$81万 +$3,183 +2 +0.5%
Everhart Financial Group
1512
Everhart Financial Group
Ohio
$80.8万 -$5.09万 -32 -7%
WCA
1513
Whetstone Capital Advisors
Kansas
$80.8万 +$64.6万 +406 新規
Knollwood Investment Advisory
1514
Knollwood Investment Advisory
Maryland
$80.6万 +$4.78万 +30 +8%
Zuckerman Investment Group
1515
Zuckerman Investment Group
Illinois
$80.4万 – – –
APFP
1516
Action Point Financial Planning
Michigan
$80.2万 +$64.5万 +405 新規
Strategic Wealth Partners
1517
Strategic Wealth Partners
Ohio
$80.2万 -$3.5万 -22 -5%
TFA
1518
Trinity Financial Advisors
Ohio
$80.2万 -$1.59万 -10 -2%
KFG
1519
Kelly Financial Group
Connecticut
$80万 – – –
Iron Gate Global Advisors
1520
Iron Gate Global Advisors
Utah
$80万 +$6,367 +4 +1%
RP
1521
Riverwater Partners
Wisconsin
$79.8万 +$3.18万 +20 +5%
BAM
1522
BOS Asset Management
Illinois
$79.8万 +$3.82万 +24 +6%
Militia Capital Management
1523
Militia Capital Management
Texas
$79.6万 -$27.4万 -172 -30%
GMF
1524
Grace & Mercy Foundation
New York
$79.6万 – – –
Shufro Rose & Co
1525
Shufro Rose & Co
New York
$79.6万 – – –