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名前 保有額 取引額 株数
増減
保有比率の
変化
William Blair & Company
251
William Blair & Company
Illinois
$98万 +$4.21万 +461 +5%
Pinnacle Wealth Planning Services
252
Pinnacle Wealth Planning Services
Ohio
$97.6万 -$2,281 -25 -0.2%
World Investment Advisors
253
World Investment Advisors
California
$97.4万 -$3,559 -39 -0.3%
71 West Capital Partners
254
71 West Capital Partners
Massachusetts
$97.3万 +$93.4万 +10,234 新規
Traveka Wealth
255
Traveka Wealth
California
$96.3万 +$2,008 +22 +0.2%
CCC
256
Chelsea Counsel Company
California
$96万 – – –
Lido Advisors
257
Lido Advisors
California
$95.6万 +$9.06万 +993 +11%
Independent Advisor Alliance
258
Independent Advisor Alliance
North Carolina
$95.5万 -$7.82万 -857 -8%
Venturi Wealth Management
259
Venturi Wealth Management
Texas
$94.9万 +$8.09万 +886 +10%
Clearstead Advisors
260
Clearstead Advisors
Ohio
$92.9万 -$89.1万 -9,765 -50%
SeaBridge Investment Advisors
261
SeaBridge Investment Advisors
New Jersey
$90.6万 +$5,475 +60 +0.6%
Drive Wealth Management
262
Drive Wealth Management
Utah
$90.6万 +$1.85万 +203 +2%
Optas LLC
263
Optas LLC
Texas
$89.3万 +$8,669 +95 +1%
Westover Capital Advisors
264
Westover Capital Advisors
Delaware
$88.6万 – – –
Xponance
265
Xponance
Pennsylvania
$87.1万 +$41.7万 +4,568 +100%
Bridgewater Advisors
266
Bridgewater Advisors
New York
$86.5万 -$1,734 -19 -0.2%
Commerce Bank
267
Commerce Bank
Missouri
$86.4万 -$1.12万 -123 -1%
Schonfeld Strategic Advisors
268
Schonfeld Strategic Advisors
New York
$86.4万 +$82.9万 +9,088 新規
HighMark Wealth Management
269
HighMark Wealth Management
Minnesota
$85.7万 – – –
Mesirow Financial Investment Management
270
Mesirow Financial Investment Management
Illinois
$84.9万 +$639 +7 +0.1%
55 North Private Wealth
271
55 North Private Wealth
Florida
$83.6万 +$19.8万 +2,168 +33%
American Trust Investment Advisors
272
American Trust Investment Advisors
New Hampshire
$83.3万 – – –
South Shore Capital Advisors
273
South Shore Capital Advisors
Massachusetts
$81.3万 +$15.5万 +1,700 +25%
Larry Mathis Financial Planning
274
Larry Mathis Financial Planning
Arizona
$80.9万 +$77.6万 +8,506 新規
Allie Family Office
275
Allie Family Office
Florida
$80.9万 – – –