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DigitalOcean

名前 保有額 取引額 株数
増減
保有比率の
変化
PWM
526
Peterson Wealth Management
Nevada
$2,355 +$2,029 +15 新規
Montag & Associates
527
Montag & Associates
Georgia
$2,268 +$676 +5 +56%
SJS Investment Consulting
528
SJS Investment Consulting
Ohio
$2,199 – – –
BIM
529
Breakwater Investment Management
Washington
$2,042 – – –
Cullen/Frost Bankers
530
Cullen/Frost Bankers
Texas
$2,041 -$2,705 -20 -61%
DiNuzzo Private Wealth
531
DiNuzzo Private Wealth
Pennsylvania
$1,885 – – –
DRP
532
Decker Retirement Planning
Utah
$1,884 – – –
BHWM
533
Bay Harbor Wealth Management
Maryland
$1,884 +$135 +1 +9%
RWM
534
Rialto Wealth Management
New York
$1,728 +$811 +6 +120%
Bogart Wealth LLC
535
Bogart Wealth LLC
Virginia
$1,727 +$1,217 +9 +450%
Institute for Wealth Management
536
Institute for Wealth Management
Colorado
$1,702 +$1,488 +11 新規
BCH
537
Berkshire Capital Holdings
California
$1,570 -$1339万 -99,000 -100%
WPA
538
West Paces Advisors
Georgia
$1,570 +$1,352 +10 新規
HIA
539
HFM Investment Advisors
New Jersey
$1,414 +$676 +5 +125%
Quarry LP
540
Quarry LP
New York
$1,413 -$1,217 -9 -50%
CMA
541
Cedar Mountain Advisors
Oregon
$1,413 -$135 -1 -10%
FNWA
542
Financial Network Wealth Advisors
Utah
$1,256 +$1,082 +8 新規
FDW
543
Fourth Dimension Wealth
Ohio
$1,256 +$1,082 +8 新規
Blue Trust Inc
544
Blue Trust Inc
Georgia
$1,099 +$406 +3 +75%
CFM
545
Cornerstone Financial Management
Massachusetts
$1,099 +$947 +7 新規
AA
546
Addison Advisors
Vermont
$943 – – –
EP
547
Essential Partners
California
$942 – – –
RF
548
Rossby Financial
Florida
$942 +$811 +6 新規
Strategic Wealth Partners
549
Strategic Wealth Partners
Ohio
$942 +$811 +6 新規
Valley National Advisers
550
Valley National Advisers
Pennsylvania
$786 +$676 +5 新規