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名前 保有額 取引額 株数
増減
保有比率の
変化
Revolve Wealth Partners
1226
Revolve Wealth Partners
New Jersey
$73.3万 +$42.2万 +1,295 +151%
Sax Wealth Advisors
1227
Sax Wealth Advisors
New Jersey
$72.9万 +$40.4万 +1,239 +124%
SA
1228
Sunesis Advisors
Kansas
$72.8万 -$5.09万 -156 -7%
PCM Encore
1229
PCM Encore
Colorado
$72.7万 -$1.63万 -50 -2%
Boyar Asset Management
1230
Boyar Asset Management
New York
$72.6万 -$63.3万 -1,940 -48%
Murphy Middleton Hinkle & Parker
1231
Murphy Middleton Hinkle & Parker
Georgia
$72.6万 – – –
Family Management
1232
Family Management
New York
$72.5万 -$9.8万 -299 -12%
Foundation Resource Management
1233
Foundation Resource Management
Arkansas
$72.5万 – – –
Goelzer Investment Management
1234
Goelzer Investment Management
Indiana
$72.3万 -$7.47万 -229 -10%
Center for Financial Planning
1235
Center for Financial Planning
Michigan
$72.3万 -$4.37万 -134 -6%
Signal Advisors Wealth
1236
Signal Advisors Wealth
Michigan
$72.1万 -$27.5万 -844 -29%
Forvis Mazars Wealth Advisors
1237
Forvis Mazars Wealth Advisors
Missouri
$72万 +$17万 +522 +33%
Graybill Wealth Management
1238
Graybill Wealth Management
Illinois
$71.9万 – – –
Forum Financial Management
1239
Forum Financial Management
Illinois
$71.7万 -$1.14万 -35 -2%
KFS
1240
Kurt F. Somerville
$71.6万 – – –
FCA
1241
FLC Capital Advisors
California
$71.2万 -$7.21万 -221 -10%
Strategic Financial Services
1242
Strategic Financial Services
New York
$71.1万 – – –
National Philanthropic Trust
1243
National Philanthropic Trust
Pennsylvania
$71.1万 +$9.33万 +286 +16%
Cardiff Park Advisors
1244
Cardiff Park Advisors
California
$71.1万 +$1,957 +6 +0.3%
Continuum Advisory
1245
Continuum Advisory
Idaho
$71.1万 +$7.93万 +243 +13%
Regal Investment Advisors
1246
Regal Investment Advisors
Michigan
$71万 +$3.1万 +95 +5%
Liberty Square Wealth Partners
1247
Liberty Square Wealth Partners
Pennsylvania
$70.8万 – – –
Total Clarity Wealth Management
1248
Total Clarity Wealth Management
Illinois
$70.7万 -$74.6万 -2,288 -52%
Sound View Wealth Advisors Group
1249
Sound View Wealth Advisors Group
Georgia
$70.5万 +$1.57万 +48 +2%
Avidian Wealth Enterprises
1250
Avidian Wealth Enterprises
Texas
$70.4万 +$6.82万 +209 +11%