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FORRのアイコン

Forrester Research

名前 保有額 取引額 株数
増減
保有比率の
変化
Osaic Holdings
76
Osaic Holdings
Arizona
$2,463 +$1,260 +193 +193%
US Bancorp
77
US Bancorp
Minnesota
$2,313 – – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2,000 -$242 -37 -13%
JP Morgan Chase
79
JP Morgan Chase
New York
$1,827 -$3.04万 -4,662 -96%
Physician Wealth Advisors
80
Physician Wealth Advisors
Utah
$1,489 – – –
IFP Advisors
81
IFP Advisors
Florida
$1,346 +$294 +45 +39%
Farther Finance Advisors
82
Farther Finance Advisors
California
$1,279 +$607 +93 +158%
TWD
83
True Wealth Design
Ohio
$1,178 +$686 +105 +300%
Rothschild Investment LLC
84
Rothschild Investment LLC
Illinois
$1,076 +$679 +104 +433%
FFO
85
Fortitude Family Office
Arizona
$1,034 +$803 +123 新規
RWM
86
Rialto Wealth Management
New York
$665 +$516 +79 新規
Transamerica Financial Advisors
87
Transamerica Financial Advisors
Florida
$311 +$183 +28 +311%
Wells Fargo
88
Wells Fargo
California
$168 -$2.83万 -4,328 -100%
BWA
89
Basecamp Wealth Advisors
Washington
$168 +$26 +4 +25%
SJS Investment Consulting
90
SJS Investment Consulting
Ohio
$135 +$59 +9 +129%
Caitong International Asset Management
91
Caitong International Asset Management
Hong Kong
$93 +$46 +7 +175%
Wealth Enhancement Trust Services
92
Wealth Enhancement Trust Services
South Dakota
$93 +$72 +11 新規
Optiver Holding
93
Optiver Holding
Netherlands
$50 -$731 -112 -95%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$50 +$39 +6 新規
Clearstead Advisors
95
Clearstead Advisors
Ohio
$17 +$13 +2 新規
JWM
96
JPL Wealth Management
Colorado
$9 +$7 +1 新規
Huntington National Bank
97
Huntington National Bank
Ohio
$8 – – –
KPF
98
K2 Principal Fund
Ontario, Canada
– -$28.4万 -50,178 解消
Nuveen
99
Nuveen
North Carolina
– -$10.6万 -18,647 解消
AllianceBernstein
100
AllianceBernstein
Tennessee
– -$14.3万 -17,620 解消