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名前 保有額 取引額 株数
増減
保有比率の
変化
Platform Wealth Management
1801
Platform Wealth Management
Utah
$47.6万 +$43.4万 +750 新規
CFS Investment Advisory Services
1802
CFS Investment Advisory Services
New Jersey
$47.6万 +$18.4万 +317 +71%
IWN
1803
Independent Wealth Network
Iowa
$47.5万 -$8,109 -14 -2%
XY Planning Network
1804
XY Planning Network
Montana
$47.5万 +$2.09万 +36 +5%
Widmann Financial Services
1805
Widmann Financial Services
Maryland
$47.2万 – – –
Sound Income Strategies
1806
Sound Income Strategies
Florida
$47.1万 -$4,055 -7 -0.9%
CVA Family Office
1807
CVA Family Office
Colorado
$47.1万 -$1.27万 -22 -3%
Paces Ferry Wealth Advisors
1808
Paces Ferry Wealth Advisors
Georgia
$46.9万 -$6,951 -12 -2%
Naviter Wealth
1809
Naviter Wealth
Arkansas
$46.7万 +$42.6万 +735 新規
Crew Capital Management
1810
Crew Capital Management
Ohio
$46.7万 – – –
South Shore Capital Advisors
1811
South Shore Capital Advisors
Massachusetts
$46.6万 – – –
Linden Thomas Advisory Services
1812
Linden Thomas Advisory Services
North Carolina
$46.5万 +$5.68万 +98 +15%
Guardian Wealth Advisors (North Carolina)
1813
Guardian Wealth Advisors (North Carolina)
North Carolina
$46.4万 +$1.33万 +23 +3%
Coastal Bridge Advisors
1814
Coastal Bridge Advisors
Connecticut
$46.3万 +$1.8万 +31 +4%
BOTBT
1815
Bank of the Bluegrass & Trust
Kentucky
$46.1万 +$39.8万 +687 新規
Seed Wealth Management
1816
Seed Wealth Management
Illinois
$46.1万 – – –
Galvin Gaustad & Stein
1817
Galvin Gaustad & Stein
Arizona
$46万 -$8,688 -15 -2%
CM Wealth Advisors
1818
CM Wealth Advisors
Ohio
$46万 – – –
Kelleher Financial Advisors
1819
Kelleher Financial Advisors
New York
$45.9万 +$7.76万 +134 +23%
Summit Global Investments
1820
Summit Global Investments
Utah
$45.8万 -$18.7万 -323 -31%
OIA
1821
Oakmont Investment Advisors
Pennsylvania
$45.8万 +$41.6万 +718 新規
Total Clarity Wealth Management
1822
Total Clarity Wealth Management
Illinois
$45.6万 -$2.32万 -40 -5%
Planning Directions
1823
Planning Directions
Pennsylvania
$45.6万 +$1,158 +2 +0.3%
TWP
1824
Tyche Wealth Partners
Texas
$45.4万 – – –
Palisades Hudson Asset Management
1825
Palisades Hudson Asset Management
Florida
$45.2万 – – –