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名前 保有額 取引額 株数
増減
保有比率の
変化
Ballentine Partners
851
Ballentine Partners
Massachusetts
$581万 +$53.8万 +527 +12%
SFG
852
SageGuard Financial Group
Tennessee
$580万 +$48.9万 +479 +11%
Kingswood Wealth Advisors
853
Kingswood Wealth Advisors
California
$579万 +$25万 +245 +5%
Rothschild Investment LLC
854
Rothschild Investment LLC
Illinois
$578万 +$210万 +2,056 +72%
Freestone Capital Holdings
855
Freestone Capital Holdings
Washington
$577万 +$191万 +1,876 +62%
Heritage Trust
856
Heritage Trust
Oklahoma
$576万 +$76.8万 +752 +18%
L.J. Altfest & Co
857
L.J. Altfest & Co
New York
$576万 -$69.6万 -682 -12%
Sowell Financial Services
858
Sowell Financial Services
Arkansas
$574万 +$52.4万 +513 +12%
Empirical Wealth Management
859
Empirical Wealth Management
Washington
$574万 -$61.8万 -605 -11%
Glenview Trust
860
Glenview Trust
Kentucky
$571万 +$69.7万 +683 +16%
Cladis Investment Advisory
861
Cladis Investment Advisory
Montana
$567万 +$5,103 +5 +0.1%
Andrew Hill Investment Advisors
862
Andrew Hill Investment Advisors
Florida
$567万 -$89.6万 -878 -15%
Beese Fulmer Investment Management
863
Beese Fulmer Investment Management
Ohio
$562万 -$6.63万 -65 -1%
Oak Harvest Investment Services
864
Oak Harvest Investment Services
Texas
$560万 +$487万 +4,769 新規
Grandfield & Dodd
865
Grandfield & Dodd
New York
$556万 -$43万 -421 -8%
IHT Wealth Management
866
IHT Wealth Management
Illinois
$549万 +$53.4万 +523 +13%
SFE Investment Counsel
867
SFE Investment Counsel
California
$549万 -$33.7万 -330 -7%
V-Square Quantitative Management
868
V-Square Quantitative Management
Illinois
$549万 +$28万 +274 +6%
Axxion S.A.
869
Axxion S.A.
Luxembourg
$549万 +$477万 +4,669 新規
Pavion Blue Capital
870
Pavion Blue Capital
California
$546万 -$3.67万 -36 -0.8%
Quadrature Capital
871
Quadrature Capital
United Kingdom
$546万 -$3122万 -30,584 -87%
Foundations Investment Advisors
872
Foundations Investment Advisors
Arizona
$543万 +$40.3万 +395 +9%
Uncommon Cents Investing
873
Uncommon Cents Investing
Wisconsin
$543万 -$6.33万 -62 -1%
Spahn Wealth & Retirement
874
Spahn Wealth & Retirement
Arizona
$543万 +$472万 +4,621 新規
Virtue Capital Management
875
Virtue Capital Management
Tennessee
$540万 +$250万 +2,452 +114%