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名前 保有額 取引額 株数
増減
保有比率の
変化
WorthPointe
1051
WorthPointe
California
$26.5万 +$32.3万 +7,951 新規
MOR Wealth Management
1052
MOR Wealth Management
Pennsylvania
$26.4万 -$4.48万 -1,101 -12%
Quantum Financial Planning Services
1053
Quantum Financial Planning Services
Washington
$26.4万 +$6,020 +148 +2%
DMC Group
1054
DMC Group
Alabama
$26.4万 +$32.2万 +7,916 新規
Embree Financial Group
1055
Embree Financial Group
Illinois
$26.2万 -$4.95万 -1,216 -13%
Correct Capital Wealth Management
1056
Correct Capital Wealth Management
Missouri
$26万 +$6,061 +149 +2%
Perennial Advisors
1057
Perennial Advisors
New York
$26万 -$1.38万 -340 -4%
Independent Advisor Alliance
1058
Independent Advisor Alliance
North Carolina
$26万 -$811万 -199,314 -96%
Stratos Investment Management
1059
Stratos Investment Management
Ohio
$26万 – – –
True North Advisors
1060
True North Advisors
Texas
$25.8万 +$31.5万 +7,749 新規
Fortis Capital Management
1061
Fortis Capital Management
Washington
$25.8万 -$651 -16 -0.2%
NWMP
1062
Noble Wealth Management PBC
Colorado
$25.6万 -$1.83万 -450 -6%
ADE LLC
1063
ADE LLC
Maryland
$25.6万 +$31.3万 +7,704 新規
SF
1064
Symphony Financial
Texas
$25.5万 +$4.33万 +1,064 +16%
Riverpoint Wealth Management Holdings
1065
Riverpoint Wealth Management Holdings
Illinois
$25.5万 – – –
Occidental Asset Management
1066
Occidental Asset Management
California
$25.5万 +$31.1万 +7,657 新規
Greenhouse Wealth Management
1067
Greenhouse Wealth Management
Connecticut
$25.3万 – – –
Leverty Financial Group
1068
Leverty Financial Group
Wisconsin
$25.3万 +$30.9万 +7,605 新規
CMG Global Holdings
1069
CMG Global Holdings
Texas
$25.3万 -$120万 -29,517 -80%
Harvest Investment Services
1070
Harvest Investment Services
Illinois
$25.3万 -$14.6万 -3,584 -32%
Manhattan West Asset Management
1071
Manhattan West Asset Management
California
$25.2万 -$25.1万 -6,180 -45%
Maia Wealth
1072
Maia Wealth
Colorado
$25.1万 -$7.85万 -1,931 -20%
Operose Advisors
1073
Operose Advisors
Wisconsin
$25万 – – –
Evergreen Capital Management
1074
Evergreen Capital Management
Washington
$24.9万 -$33.6万 -8,260 -52%
FWG Holdings
1075
FWG Holdings
Florida
$24.8万 +$1.32万 +324 +5%