で公開中です! 詳しく見る
名前 保有額 取引額 株数
増減
保有比率の
変化
Uniting Wealth Partners
3101
Uniting Wealth Partners
Kansas
$152万 -$27.4万 -683 -15%
Mission Financial Group
3102
Mission Financial Group
Nevada
$152万 +$161万 +4,020 新規
BWM Planning
3103
BWM Planning
Texas
$152万 +$3.49万 +87 +2%
Tobias Financial Advisors
3104
Tobias Financial Advisors
Florida
$152万 -$4,010 -10 -0.2%
Telos Capital Management
3105
Telos Capital Management
California
$152万 +$2.61万 +65 +2%
Optivise Advisory Services
3106
Optivise Advisory Services
Tennessee
$151万 +$6.3万 +157 +4%
Encore Global Management
3107
Encore Global Management
Texas
$151万 -$20万 -500 -11%
Cohen & Steers
3108
Cohen & Steers
New York
$151万 +$12万 +300 +8%
Essex LLC
3109
Essex LLC
Illinois
$151万 +$14.7万 +367 +10%
Keystone Wealth Services
3110
Keystone Wealth Services
California
$151万 +$4.77万 +119 +3%
Mascagni Wealth Management
3111
Mascagni Wealth Management
Mississippi
$151万 -$33.4万 -832 -17%
CSA
3112
Cottage Street Advisors
Massachusetts
$151万 -$12.5万 -312 -7%
Ebert Capital Management
3113
Ebert Capital Management
California
$150万 +$10.2万 +255 +7%
Plan A Wealth
3114
Plan A Wealth
Nebraska
$150万 +$12万 +300 +8%
Fagan Associates
3115
Fagan Associates
New York
$150万 +$159万 +3,965 新規
Gilman Hill Asset Management
3116
Gilman Hill Asset Management
Connecticut
$149万 -$7.62万 -190 -5%
Clarity Wealth Advisors
3117
Clarity Wealth Advisors
California
$149万 -$1.76万 -44 -1%
InTrack Investment Management
3118
InTrack Investment Management
Vermont
$149万 +$59.5万 +1,485 +60%
Sheets Smith Wealth Management
3119
Sheets Smith Wealth Management
North Carolina
$149万 +$401 +1 +0%
Index Technologies Group
3120
Index Technologies Group
New York
$149万 -$7.34万 -183 -4%
Kelleher Financial Advisors
3121
Kelleher Financial Advisors
New York
$148万 +$52.6万 +1,313 +50%
Solidarity Wealth
3122
Solidarity Wealth
Utah
$148万 -$14.6万 -365 -9%
Samalin Investment Counsel
3123
Samalin Investment Counsel
New York
$148万 +$1,604 +4 +0.1%
Guild Investment Management
3124
Guild Investment Management
California
$148万 -$37万 -924 -19%
Cedarwood Wealth
3125
Cedarwood Wealth
Colorado
$148万 +$8.38万 +209 +6%