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名前 保有額 取引額 株数
増減
保有比率の
変化
APFP
3001
Action Point Financial Planning
Michigan
$51.9万 +$48.2万 +1,482 新規
AmeriFlex Group
3002
AmeriFlex Group
Nevada
$51.4万 -$2.24万 -69 -5%
JVL Associates
3003
JVL Associates
Michigan
$51.4万 +$5,205 +16 +1%
AIM
3004
Axiom Investment Management
New York
$51.3万 +$1.24万 +38 +3%
Prevail Innovative Wealth Advisors
3005
Prevail Innovative Wealth Advisors
Kansas
$51.3万 -$179万 -5,490 -79%
Prasad Wealth Partners
3006
Prasad Wealth Partners
Ohio
$51.3万 -$1,301 -4 -0.3%
TrustWell Financial Advisors
3007
TrustWell Financial Advisors
Florida
$51.3万 – – –
Financial Enhancement Group
3008
Financial Enhancement Group
Indiana
$51.1万 +$2.08万 +64 +5%
Sippican Capital Advisors
3009
Sippican Capital Advisors
Massachusetts
$51.1万 – – –
Snider Financial Group
3010
Snider Financial Group
Washington
$51.1万 +$325 +1 +0.1%
Nestegg Advisors
3011
Nestegg Advisors
New York
$51.1万 +$2,928 +9 +0.6%
Pacific Park Financial
3012
Pacific Park Financial
California
$51万 – – –
Riverstone Advisors
3013
Riverstone Advisors
Texas
$51万 +$7.58万 +233 +19%
Symmetry Partners
3014
Symmetry Partners
Connecticut
$51万 +$22.6万 +695 +93%
SLA
3015
Silver Lake Advisory
Utah
$50.9万 +$3,579 +11 +0.8%
Atlantic Edge Private Wealth Management
3016
Atlantic Edge Private Wealth Management
Florida
$50.9万 -$1.79万 -55 -4%
Wellspring Financial Advisors
3017
Wellspring Financial Advisors
Ohio
$50.5万 -$16.7万 -513 -26%
Sonoma Allocations
3018
Sonoma Allocations
California
$50.5万 -$4.65万 -143 -9%
S Harris Financial Group
3019
S Harris Financial Group
Texas
$50.5万 -$7.22万 -222 -13%
Arcadia Wealth Management (New York)
3020
Arcadia Wealth Management (New York)
New York
$50.5万 – – –
Private Client Services
3021
Private Client Services
Kentucky
$50.5万 -$1.63万 -50 -3%
Eagle Wealth Advisors
3022
Eagle Wealth Advisors
Connecticut
$50.4万 +$2.64万 +81 +6%
Alpha Financial Partners
3023
Alpha Financial Partners
Kentucky
$50.4万 -$3.9万 -120 -8%
Ponta Wealth Partners
3024
Ponta Wealth Partners
Florida
$50.4万 +$16.9万 +518 +57%
Lifestyle Asset Management
3025
Lifestyle Asset Management
Texas
$50.3万 +$1.95万 +60 +4%