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名前 保有額 取引額 株数
増減
保有比率の
変化
PWMG
3301
Private Wealth Management Group
New Jersey
$38.6万 -$3.29万 -101 -8%
Sherman Wealth Management
3302
Sherman Wealth Management
Maryland
$38.5万 -$2.96万 -91 -8%
Twin Peaks Wealth Advisors
3303
Twin Peaks Wealth Advisors
California
$38.5万 +$12万 +368 +51%
Bingham Private Wealth
3304
Bingham Private Wealth
California
$38.4万 -$4.49万 -138 -11%
Fox Hill Wealth Management
3305
Fox Hill Wealth Management
Massachusetts
$38.4万 +$2.6万 +80 +8%
Schneider Downs Wealth Management Advisors
3306
Schneider Downs Wealth Management Advisors
Pennsylvania
$38.4万 – – –
Osterweis Capital Management
3307
Osterweis Capital Management
California
$38.4万 -$2.9万 -89 -8%
Kera Capital Partners
3308
Kera Capital Partners
California
$38.4万 +$35.4万 +1,088 新規
Hofer & Associates
3309
Hofer & Associates
California
$38.4万 +$35.4万 +1,088 新規
Quantum Financial Planning Services
3310
Quantum Financial Planning Services
Washington
$38.4万 +$2.08万 +64 +6%
Claris Advisors
3311
Claris Advisors
Missouri
$38.3万 -$32.5万 -999 -48%
Rooted Wealth Advisors
3312
Rooted Wealth Advisors
Illinois
$38.3万 +$2.7万 +83 +8%
LVZ Inc
3313
LVZ Inc
Michigan
$38.2万 -$3,253 -10 -0.9%
StoryOne LLC
3314
StoryOne LLC
Kansas
$38.2万 +$35.2万 +1,082 新規
BHK Investment Advisors
3315
BHK Investment Advisors
Alabama
$38.1万 +$3.09万 +95 +10%
Pitti Group Wealth Management
3316
Pitti Group Wealth Management
New York
$38.1万 -$1.07万 -33 -3%
Front Row Advisors
3317
Front Row Advisors
California
$38.1万 – – –
McDaniel Terry & Co
3318
McDaniel Terry & Co
Texas
$38万 +$2,277 +7 +0.7%
Denver PWM
3319
Denver PWM
Colorado
$38万 – – –
Vista Capital Partners
3320
Vista Capital Partners
Oregon
$37.9万 -$1.24万 -38 -3%
PCMN
3321
Paradigm Capital Management (Nevada)
Nevada
$37.9万 – – –
Simplify Asset Management
3322
Simplify Asset Management
Nevada
$37.9万 +$1.53万 +47 +5%
NERM
3323
New England Research & Management
Illinois
$37.8万 +$34.9万 +1,073 新規
Kure Advisory
3324
Kure Advisory
Minnesota
$37.8万 +$7.87万 +242 +29%
Spartan Planning & Wealth Management
3325
Spartan Planning & Wealth Management
North Carolina
$37.8万 +$34.8万 +1,071 新規