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名前 保有額 取引額 株数
増減
保有比率の
変化
Leslie Global Wealth
4001
Leslie Global Wealth
Illinois
$21.1万 -$996 -1 -0.4%
Serenity Investment Advisors
4002
Serenity Investment Advisors
Illinois
$21.1万 -$3,985 -4 -2%
OFS Enterprise
4003
OFS Enterprise
Nebraska
$21.1万 +$6,975 +7 +3%
OBWA
4004
Oak Barrel Wealth Advisory
Virginia
$21.1万 +$22.4万 +225 新規
Financial Futures
4005
Financial Futures
New Jersey
$21万 – – –
Powerhouse Assets
4006
Powerhouse Assets
Massachusetts
$21万 – – –
Security National Bank of Sioux City Iowa
4007
Security National Bank of Sioux City Iowa
Iowa
$21万 – – –
Midwestern Financial
4008
Midwestern Financial
Iowa
$21万 – – –
Three Cord True Wealth Management
4009
Three Cord True Wealth Management
Pennsylvania
$21万 – – –
Keeler Thomas Management
4010
Keeler Thomas Management
Utah
$21万 +$1,993 +2 +0.9%
Coyle Financial Counsel
4011
Coyle Financial Counsel
Illinois
$21万 +$1.89万 +19 +9%
Exit Wealth Advisors
4012
Exit Wealth Advisors
Georgia
$20.9万 – – –
Dakota Community Bank & Trust
4013
Dakota Community Bank & Trust
North Dakota
$20.9万 -$996 -1 -0.4%
BDWCC
4014
B&D White Capital Company
Texas
$20.9万 +$22.2万 +223 新規
Mainsail Asset Management
4015
Mainsail Asset Management
Alabama
$20.8万 +$22万 +221 新規
Planning Directions
4016
Planning Directions
Pennsylvania
$20.8万 -$11.3万 -113 -34%
Zuckerman Investment Group
4017
Zuckerman Investment Group
Illinois
$20.8万 +$3,985 +4 +2%
American Asset Management
4018
American Asset Management
Florida
$20.8万 +$22.1万 +222 新規
Tenzing Financial
4019
Tenzing Financial
Virginia
$20.7万 +$996 +1 +0.5%
Camelot Portfolios
4020
Camelot Portfolios
Ohio
$20.7万 -$1,993 -2 -0.9%
MAM
4021
Mystic Asset Management
Rhode Island
$20.7万 -$1.79万 -18 -8%
3 Factor Indexing
4022
3 Factor Indexing
California
$20.7万 – – –
Catalyst Investment Management
4023
Catalyst Investment Management
New Hampshire
$20.7万 +$22万 +221 新規
Penobscot Wealth Management
4024
Penobscot Wealth Management
Maine
$20.7万 -$12.4万 -124 -36%
Aspire Private Capital
4025
Aspire Private Capital
North Carolina
$20.6万 – – –