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Cornerstone Strategic Value Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
Davenport & Co
101
Davenport & Co
Virginia
$9.7万 – – –
RMR Wealth Builders
102
RMR Wealth Builders
New Jersey
$9.5万 +$9.45万 +12,560 新規
Allworth Financial
103
Allworth Financial
California
$9万 – – –
EWP
104
Evergreen Wealth Partners
Montana
$8.72万 – – –
Corient Private Wealth
105
Corient Private Wealth
Florida
$8.64万 -$2.5万 -3,324 -23%
Harbor Investment Advisory
106
Harbor Investment Advisory
Maryland
$8.47万 – – –
Kingsview Wealth Management
107
Kingsview Wealth Management
Oregon
$8.41万 -$9.18万 -12,205 -52%
OneDigital Investment Advisors
108
OneDigital Investment Advisors
Kansas
$8.13万 – – –
TSS
109
Taylor Securities Services
Pennsylvania
$7.93万 +$7.89万 +10,487 新規
Lido Advisors
110
Lido Advisors
California
$7.92万 +$7.89万 +10,482 新規
Everett Harris & Co
111
Everett Harris & Co
California
$7.71万 – – –
Valmark Advisers
112
Valmark Advisers
Ohio
$7.57万 – – –
HIA
113
Highland Investment Advisors
Florida
$6.17万 +$6.14万 +8,161 新規
Compass Financial Management
114
Compass Financial Management
Florida
$5.2万 +$5.24万 +6,960 新規
US Bancorp
115
US Bancorp
Minnesota
$4.91万 -$38 -5 -0.1%
Atlantic Union Bankshares
116
Atlantic Union Bankshares
Virginia
$4.16万 – – –
CC
117
Corsicana & Co
Texas
$2.8万 +$2.78万 +3,700 新規
Fortis Group Advisors
118
Fortis Group Advisors
New Jersey
$2.74万 +$1,535 +204 +6%
JP Morgan Chase
119
JP Morgan Chase
New York
$2.52万 -$13.5万 -17,898 -84%
LF
120
LifeSteps Financial
California
$2.27万 +$2.26万 +3,000 新規
TS Financial Group (TSFG)
121
TS Financial Group (TSFG)
Illinois
$2.2万 +$1,211 +161 +6%
Farther Finance Advisors
122
Farther Finance Advisors
California
$2.03万 -$2.35万 -3,118 -54%
APW
123
Aventura Private Wealth
Florida
$1.89万 – – –
SHP Wealth Management
124
SHP Wealth Management
Massachusetts
$1.89万 +$1.88万 +2,500 新規
Arax Advisory Partners
125
Arax Advisory Partners
Colorado
$1.45万 +$1.45万 +1,923 新規