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名前 保有額 取引額 株数
増減
保有比率の
変化
Private Advisory Group
2201
Private Advisory Group
Washington
$23.8万 -$3.02万 -232 -12%
Montis Financial
2202
Montis Financial
Massachusetts
$23.8万 +$22.1万 +1,701 新規
TS Financial Group (TSFG)
2203
TS Financial Group (TSFG)
Illinois
$23.8万 +$1.04万 +80 +5%
Cane Capital Partners
2204
Cane Capital Partners
Louisiana
$23.8万 -$6.12万 -470 -22%
Highview Capital Management
2205
Highview Capital Management
Illinois
$23.8万 +$22.1万 +1,700 新規
Pinnacle Wealth Management Group
2206
Pinnacle Wealth Management Group
Michigan
$23.8万 +$22.1万 +1,699 新規
Granite Harbor Advisors
2207
Granite Harbor Advisors
Texas
$23.7万 -$1.59万 -122 -7%
Castle Wealth Management
2208
Castle Wealth Management
Florida
$23.7万 +$22.1万 +1,695 新規
Steigerwald Gordon & Koch
2209
Steigerwald Gordon & Koch
Virginia
$23.7万 – – –
FDx Advisors
2210
FDx Advisors
Illinois
$23.7万 -$6.26万 -481 -22%
B
2211
Bayban
Minnesota
$23.7万 +$5,207 +40 +2%
OneAscent Family Office
2212
OneAscent Family Office
Alabama
$23.7万 +$22万 +1,691 新規
Global Wealth Management Investment Advisory
2213
Global Wealth Management Investment Advisory
Florida
$23.6万 -$1.43万 -110 -6%
BankChampaign National Association
2214
BankChampaign National Association
Illinois
$23.5万 +$21.9万 +1,679 新規
Brookwood Investment Group
2215
Brookwood Investment Group
Arizona
$23.4万 -$8.21万 -631 -27%
Destiny Wealth Partners
2216
Destiny Wealth Partners
Florida
$23.4万 +$4.24万 +326 +23%
Peachtree Investment Partners
2217
Peachtree Investment Partners
Florida
$23.3万 +$21.7万 +1,668 新規
LJCM
2218
Lee Johnson Capital Management
Texas
$23.2万 +$21.6万 +1,660 新規
Chas P. Smith & Associates (CPS)
2219
Chas P. Smith & Associates (CPS)
Florida
$23.2万 +$21.6万 +1,659 新規
Hamilton Point Investment Advisors
2220
Hamilton Point Investment Advisors
North Carolina
$23.2万 +$21.6万 +1,658 新規
Tudor Financial
2221
Tudor Financial
Ohio
$23.2万 +$21.6万 +1,658 新規
Crawford Investment Counsel
2222
Crawford Investment Counsel
Georgia
$23.2万 +$21.5万 +1,655 新規
One Charles Private Wealth Services
2223
One Charles Private Wealth Services
Massachusetts
$23.1万 +$21.5万 +1,653 新規
AA Financial Advisors
2224
AA Financial Advisors
Ohio
$23.1万 +$21.5万 +1,652 新規
Maripau Wealth Management
2225
Maripau Wealth Management
Indiana
$23万 +$21.4万 +1,646 新規