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名前 保有額 取引額 株数
増減
保有比率の
変化
Sage Mountain Advisors
2626
Sage Mountain Advisors
Georgia
$79.8万 +$2.69万 +257 +4%
STAR Financial Bank
2627
STAR Financial Bank
Indiana
$79.8万 +$7.57万 +724 +12%
Windsor Advisory Group
2628
Windsor Advisory Group
Ohio
$79.7万 +$70.9万 +6,784 新規
MinichMacGregor Wealth Management
2629
MinichMacGregor Wealth Management
New York
$79.6万 +$29万 +2,772 +69%
Cortland Associates
2630
Cortland Associates
Missouri
$79.6万 – – –
WealthPLAN Partners
2631
WealthPLAN Partners
Nebraska
$79.5万 +$25.3万 +2,422 +56%
Red Wave Investments
2632
Red Wave Investments
Pennsylvania
$79.5万 -$20.9万 -1,996 -23%
American Financial Advisors
2633
American Financial Advisors
Georgia
$79.5万 +$1,987 +19 +0.3%
NAMP
2634
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$79.3万 – – –
InceptionR
2635
InceptionR
California
$79.3万 +$70.6万 +6,753 新規
Correct Capital Wealth Management
2636
Correct Capital Wealth Management
Missouri
$79.2万 +$1,150 +11 +0.2%
Broadway Wealth Solutions
2637
Broadway Wealth Solutions
Texas
$79.2万 -$8.24万 -788 -10%
Bolthouse Investments
2638
Bolthouse Investments
California
$79.2万 – – –
Anchor Bay Capital
2639
Anchor Bay Capital
California
$79.2万 +$67.5万 +6,459 新規
Planning Alternatives
2640
Planning Alternatives
Michigan
$79.1万 +$12万 +1,147 +21%
Lebenthal Global Advisors
2641
Lebenthal Global Advisors
New York
$79万 -$63.6万 -6,078 -47%
Orleans Capital Management
2642
Orleans Capital Management
Louisiana
$79万 +$70.4万 +6,727 新規
KKM Financial
2643
KKM Financial
Illinois
$78.9万 -$12.3万 -1,176 -15%
Key Client Fiduciary Advisors
2644
Key Client Fiduciary Advisors
New Jersey
$78.7万 -$7,425 -71 -1%
Plante Moran Financial Advisors
2645
Plante Moran Financial Advisors
Michigan
$78.7万 -$1.96万 -187 -3%
MHR
2646
Matthew Hamilton Rosenberg
$78.6万 +$3.62万 +346 +5%
Marietta Investment Partners
2647
Marietta Investment Partners
Wisconsin
$78.3万 – – –
Huntleigh Advisors
2648
Huntleigh Advisors
Missouri
$78.3万 -$5.48万 -524 -7%
TA
2649
TrueWealth Advisors
Alabama
$78.3万 -$6.99万 -668 -9%
4Wealth Advisors
2650
4Wealth Advisors
Illinois
$78.1万 -$9.5万 -913 -12%