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名前 保有額 取引額 株数
増減
保有比率の
変化
Spectrum Wealth Advisory Group
4001
Spectrum Wealth Advisory Group
California
$54.3万 +$9,222 +23 +2%
Redwood Family Wealth
4002
Redwood Family Wealth
Texas
$54.3万 -$40.7万 -1,014 -41%
Verus Financial Partners
4003
Verus Financial Partners
Virginia
$54.3万 +$5,212 +13 +0.9%
Dimension Capital Management
4004
Dimension Capital Management
Florida
$54.2万 +$4.49万 +112 +8%
AAF Wealth Management
4005
AAF Wealth Management
Massachusetts
$54.2万 -$1.04万 -26 -2%
Cornerstone Financial Management
4006
Cornerstone Financial Management
Massachusetts
$54.2万 +$5.57万 +139 +11%
Golden State Equity Partners
4007
Golden State Equity Partners
California
$54万 -$2199万 -54,836 -97%
PA
4008
Prairie Advisory
Kansas
$53.9万 +$57.3万 +1,428 新規
Cynosure Group
4009
Cynosure Group
Utah
$53.8万 -$1.68万 -42 -3%
Avaii Wealth Management
4010
Avaii Wealth Management
Wisconsin
$53.8万 +$24.9万 +620 +77%
JWM
4011
Johnson Wealth Management
North Dakota
$53.8万 +$8,420 +21 +1%
Gray Private Wealth
4012
Gray Private Wealth
Massachusetts
$53.8万 +$14.1万 +351 +33%
CL
4013
CSS LLC
Illinois
$53.7万 +$17.3万 +431 +44%
Elmwood Wealth Management
4014
Elmwood Wealth Management
California
$53.6万 +$12.9万 +321 +29%
Brightwater Advisory
4015
Brightwater Advisory
Florida
$53.4万 -$36.2万 -902 -39%
Morris Financial Concepts
4016
Morris Financial Concepts
South Carolina
$53.4万 +$2万 +50 +4%
AIA
4017
AIMZ Investment Advisors
California
$53.4万 +$1.04万 +26 +2%
Beta Wealth Group
4018
Beta Wealth Group
California
$53.3万 – – –
Brookmont Capital Management
4019
Brookmont Capital Management
Texas
$53.2万 +$3.97万 +99 +8%
Laidlaw Wealth Management
4020
Laidlaw Wealth Management
New York
$53.2万 -$1.04万 -26 -2%
Lutz Financial Services
4021
Lutz Financial Services
Nebraska
$53.1万 +$1.4万 +35 +3%
Adams Wealth Management
4022
Adams Wealth Management
Utah
$53.1万 +$2.97万 +74 +6%
Successful Portfolios
4023
Successful Portfolios
Florida
$53万 -$4,010 -10 -0.7%
Retirement Income Solutions
4024
Retirement Income Solutions
Michigan
$53万 – – –
RPS Advisory Solutions
4025
RPS Advisory Solutions
Kentucky
$53万 +$2.04万 +51 +4%