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名前 保有額 取引額 株数
増減
保有比率の
変化
Covestor
1926
Covestor
United Kingdom
$13.9万 -$12.1万 -418 -56%
Basecamp Wealth Advisors
1927
Basecamp Wealth Advisors
Washington
$13.3万 +$5,495 +19 +7%
Sachetta
1928
Sachetta
Massachusetts
$13.3万 -$1.65万 -57 -16%
Sarver Vrooman Wealth Advisors
1929
Sarver Vrooman Wealth Advisors
Missouri
$13.1万 -$1.59万 -55 -15%
Vision Financial Markets
1930
Vision Financial Markets
Connecticut
$13.1万 -$2.89万 -100 -25%
Payden & Rygel
1931
Payden & Rygel
California
$12.9万 +$8.68万 +300 新規
WealthCollab
1932
WealthCollab
Washington
$12.8万 +$3,760 +13 +5%
Barnes Dennig Private Wealth Management
1933
Barnes Dennig Private Wealth Management
Ohio
$12.6万 -$7.32万 -253 -46%
Cheviot Value Management
1934
Cheviot Value Management
California
$12.4万 +$289 +1 +0.3%
Wilkerson Advisory Group
1935
Wilkerson Advisory Group
Missouri
$12.3万 +$6.57万 +227 +391%
Addison Advisors
1936
Addison Advisors
Vermont
$12.1万 -$84.8万 -2,932 -91%
Physician Wealth Advisors
1937
Physician Wealth Advisors
Utah
$12万 +$1.24万 +43 +18%
Toews Corporation
1938
Toews Corporation
New Jersey
$12万 +$8.01万 +277 新規
Caption Management
1939
Caption Management
Oklahoma
$11.8万 +$7.9万 +273 新規
GGM Financials
1940
GGM Financials
Ohio
$11.6万 +$4.14万 +143 +113%
AlphaCentric Advisors
1941
AlphaCentric Advisors
Puerto Rico
$11.6万 +$7.78万 +269 新規
AWM
1942
Aberdeen Wealth Management
Illinois
$11.1万 +$7.43万 +257 新規
First Bancorp
1943
First Bancorp
Maine
$10.9万 +$7.32万 +253 新規
Kimelman & Baird
1944
Kimelman & Baird
New York
$10.9万 – – –
Fairscale Capital
1945
Fairscale Capital
New Hampshire
$10.7万 – – –
Altshuler Shaham
1946
Altshuler Shaham
Israel
$10.4万 +$6.48万 +224 +1,244%
Evermay Wealth Management
1947
Evermay Wealth Management
Virginia
$10.3万 +$9,255 +32 +16%
Hughes Financial Services
1948
Hughes Financial Services
Virginia
$10.3万 -$3.5万 -121 -34%
Wellington Shields & Co
1949
Wellington Shields & Co
New York
$10.1万 +$5.78万 +200 +571%
Legacy Bridge
1950
Legacy Bridge
Iowa
$10.1万 +$3.27万 +113 +94%