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名前 保有額 取引額 株数
増減
保有比率の
変化
NorthRock Partners
851
NorthRock Partners
Minnesota
$541万 +$48.7万 +1,933 +11%
Blue Trust Inc
852
Blue Trust Inc
Georgia
$540万 -$36.3万 -1,439 -7%
Valley Wealth Managers
853
Valley Wealth Managers
New Jersey
$539万 +$15.9万 +630 +3%
Newbridge Financial Services Group
854
Newbridge Financial Services Group
Florida
$538万 +$56.3万 +2,233 +13%
Sage Capital Advisors
855
Sage Capital Advisors
South Dakota
$537万 +$481万 +19,081 新規
Valicenti Advisory Services
856
Valicenti Advisory Services
New York
$536万 +$20.7万 +823 +5%
Carret Asset Management
857
Carret Asset Management
New York
$535万 -$9.7万 -384 -2%
Securian Asset Management
858
Securian Asset Management
Minnesota
$532万 -$7.91万 -314 -1%
Harmony Asset Management
859
Harmony Asset Management
Arizona
$527万 -$1.66万 -66 -0.4%
C2C Wealth Management
860
C2C Wealth Management
Arizona
$526万 +$756 +3 +0%
TCOT
861
Trust Company of Toledo
Ohio
$526万 +$36.2万 +1,437 +8%
Strengthening Families & Communities LLC
862
Strengthening Families & Communities LLC
Massachusetts
$524万 +$9.7万 +386 +2%
Faithward Advisors
863
Faithward Advisors
Pennsylvania
$524万 -$134万 -5,307 -22%
Moran Wealth Management
864
Moran Wealth Management
Florida
$524万 -$26.2万 -1,038 -5%
Quadrant Capital Group
865
Quadrant Capital Group
Ohio
$523万 -$19.7万 -781 -4%
Castle Rock Wealth Management
866
Castle Rock Wealth Management
California
$521万 +$8.31万 +330 +2%
BCM
867
Birmingham Capital Management
Alabama
$521万 – – –
Charter Research & Investment Group
868
Charter Research & Investment Group
Connecticut
$520万 -$3.15万 -125 -0.7%
Northcape Wealth Management
869
Northcape Wealth Management
New York
$519万 +$2.07万 +82 +0.4%
New Age Alpha Advisors
870
New Age Alpha Advisors
New York
$519万 -$74.8万 -2,970 -14%
HBK Sorce Advisory
871
HBK Sorce Advisory
Pennsylvania
$518万 +$18.1万 +718 +3%
Field & Main Bank
872
Field & Main Bank
Kentucky
$518万 +$28.3万 +1,124 +6%
Night Squared
873
Night Squared
New York
$518万 +$464万 +18,406 新規
Associated Banc-Corp
874
Associated Banc-Corp
Wisconsin
$517万 +$7.08万 +281 +2%
Pathway Financial Advisers
875
Pathway Financial Advisers
Indiana
$509万 +$3.83万 +152 +0.8%