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名前 保有額 取引額 株数
増減
保有比率の
変化
RMG Wealth Management
326
RMG Wealth Management
Wisconsin
$4,070 +$3,307 +130 新規
BOK Financial Private Wealth
327
BOK Financial Private Wealth
Colorado
$3,904 +$3,663 +144 新規
IMA Advisory Services
328
IMA Advisory Services
Colorado
$3,606 +$1,246 +49 +58%
Halbert Hargrove Global Advisors
329
Halbert Hargrove Global Advisors
California
$3,602 +$254 +10 +8%
Highline Wealth Partners
330
Highline Wealth Partners
California
$3,551 -$254 -10 -7%
MV Capital Management
331
MV Capital Management
Maryland
$3,498 +$2,544 +100 +345%
UMB Bank
332
UMB Bank
Missouri
$3,335 -$3,866 -152 -55%
JFS Wealth Advisors
333
JFS Wealth Advisors
Pennsylvania
$3,308 +$2,289 +90 +281%
Eastern Bank
334
Eastern Bank
Massachusetts
$3,253 – – –
Federated Hermes
335
Federated Hermes
Pennsylvania
$3,172 – – –
Manning & Napier Advisors
336
Manning & Napier Advisors
New York
$3,055 -$301万 -118,211 -100%
Physician Wealth Advisors
337
Physician Wealth Advisors
Utah
$2,928 +$2,238 +88 +440%
Zions Bancorporation, National Association
338
Zions Bancorporation, National Association
Utah
$2,847 -$2,467 -97 -48%
Principia Wealth Advisory
339
Principia Wealth Advisory
Texas
$2,765 +$2,467 +97 +1,940%
CNB Bank
340
CNB Bank
Pennsylvania
$2,711 – – –
FP
341
Financial Perspectives
Minnesota
$2,711 – – –
West Paces Advisors
342
West Paces Advisors
Georgia
$2,711 +$2,544 +100 新規
IFP Advisors
343
IFP Advisors
Florida
$2,630 +$254 +10 +11%
TAP
344
Tounjian Advisory Partners
Florida
$2,467 +$2,315 +91 新規
Raffa Wealth Management
345
Raffa Wealth Management
District of Columbia
$2,359 – – –
Breakwater Investment Management
346
Breakwater Investment Management
Washington
$2,142 +$2,009 +79 新規
Bell Investment Advisors
347
Bell Investment Advisors
California
$2,088 -$4,782 -188 -71%
Creative Financial Designs
348
Creative Financial Designs
Indiana
$2,033 +$1,908 +75 新規
NWM
349
Navigoe Wealth Management
California
$2,000 – – –
Darwin Wealth Management
350
Darwin Wealth Management
Florida
$1,921 +$25 +1 +1%