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名前 保有額 取引額 株数
増減
保有比率の
変化
Steigerwald Gordon & Koch
1701
Steigerwald Gordon & Koch
Virginia
$57.1万 – – –
TAP
1702
Tounjian Advisory Partners
Florida
$56.7万 +$45.4万 +285 新規
MC
1703
Matisse Capital
Oregon
$56.7万 – – –
HIS
1704
Horizon Investment Services
Indiana
$56.5万 -$4,775 -3 -1%
CCC
1705
Chesapeake Capital Corp
Florida
$56.5万 +$13.1万 +82 +41%
Walkner Condon Financial Advisors
1706
Walkner Condon Financial Advisors
Wisconsin
$56.3万 +$8.28万 +52 +23%
PWP
1707
Phillips Wealth Planners
Mississippi
$56.3万 – – –
Purpose Unlimited Inc
1708
Purpose Unlimited Inc
$56.1万 -$3,183 -2 -0.7%
Bangor Savings Bank
1709
Bangor Savings Bank
Maine
$55.9万 +$3.18万 +20 +8%
APA
1710
Astoria Portfolio Advisors
New York
$55.6万 +$18万 +113 +68%
GPWM
1711
Grant Private Wealth Management
California
$55.5万 +$7.48万 +47 +20%
EWP
1712
Equity Wealth Partners
Missouri
$55.4万 +$3,183 +2 +0.7%
GCM
1713
Gallacher Capital Management
Colorado
$55.4万 -$53.6万 -337 -55%
Independent Solutions Wealth Management
1714
Independent Solutions Wealth Management
New York
$55.1万 – – –
KCM Investment Advisors
1715
KCM Investment Advisors
California
$55.1万 +$3.18万 +20 +8%
Atlas Legacy Advisors
1716
Atlas Legacy Advisors
California
$55.1万 +$16.1万 +101 +54%
Great Diamond Partners
1717
Great Diamond Partners
Maine
$54.9万 -$7.8万 -49 -15%
Unique Wealth
1718
Unique Wealth
Florida
$54.9万 +$43.9万 +276 新規
VPW
1719
Vaquero Private Wealth
Texas
$54.9万 +$43.9万 +276 新規
MUMSS
1720
Mitsubishi UFJ Morgan Stanley Securities
Japan
$54.7万 -$25.5万 -160 -37%
FFA
1721
Fortune Financial Advisors
Kansas
$54.7万 -$1.27万 -8 -3%
LWA
1722
Ledgewood Wealth Advisors
New Hampshire
$54.7万 – – –
Ethos Financial Group
1723
Ethos Financial Group
Pennsylvania
$54.5万 +$7,959 +5 +1%
Secure Asset Management
1724
Secure Asset Management
Michigan
$54.3万 -$32.8万 -206 -43%
Focus Financial Network
1725
Focus Financial Network
Minnesota
$54.3万 +$1.75万 +11 +4%