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名前 保有額 取引額 株数
増減
保有比率の
変化
CWM
1676
Cornerstone Wealth Management
Missouri
$817万 +$66.4万 +1,656 +8%
San Luis Wealth Advisors
1677
San Luis Wealth Advisors
California
$817万 -$9.7万 -241 -1%
Myriad Asset Management Advisors
1678
Myriad Asset Management Advisors
Florida
$816万 +$155万 +3,872 +22%
Birinyi Associates
1679
Birinyi Associates
Connecticut
$812万 +$4.25万 +106 +0.5%
Tarbox Family Office
1680
Tarbox Family Office
California
$812万 +$862万 +21,494 新規
First Foundation Advisors
1681
First Foundation Advisors
California
$812万 +$112万 +2,796 +15%
One Degree Advisors
1682
One Degree Advisors
California
$810万 +$879万 +21,929 新規
Darden Wealth Group
1683
Darden Wealth Group
Michigan
$809万 -$4.85万 -121 -0.6%
Summit Global Investments
1684
Summit Global Investments
Utah
$808万 -$51.8万 -1,293 -6%
MWA Asset Management
1685
MWA Asset Management
Massachusetts
$807万 -$45.3万 -1,130 -5%
Advisor OS
1686
Advisor OS
Illinois
$807万 +$168万 +4,190 +24%
N10 Wealth
1687
N10 Wealth
Connecticut
$806万 +$856万 +21,344 新規
Alpha Capital Management
1688
Alpha Capital Management
Texas
$806万 -$377万 -9,395 -31%
Facet Wealth Inc
1689
Facet Wealth Inc
Maryland
$802万 +$240万 +5,983 +39%
IBOK
1690
Independence Bank of Kentucky
Kentucky
$802万 +$22.1万 +552 +3%
APFP
1691
Action Point Financial Planning
Michigan
$801万 +$851万 +21,217 新規
Sompo Asset Management
1692
Sompo Asset Management
Japan
$800万 +$34.5万 +860 +4%
VWM
1693
VCI Wealth Management
Missouri
$798万 +$56.9万 +1,419 +7%
Circle Wealth Management
1694
Circle Wealth Management
New Jersey
$798万 +$17.5万 +437 +2%
Riverstone Advisors
1695
Riverstone Advisors
Texas
$798万 +$25万 +623 +3%
PT
1696
Plimoth Trust
Massachusetts
$795万 +$36.3万 +905 +4%
RBA Wealth Management
1697
RBA Wealth Management
California
$794万 -$380万 -9,472 -31%
HBW Advisory Services
1698
HBW Advisory Services
California
$794万 +$34.5万 +860 +4%
CCAM
1699
Codex Capital Asset Management
Texas
$793万 – – –
Regatta Capital Group
1700
Regatta Capital Group
California
$793万 +$45万 +1,122 +6%