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名前 保有額 取引額 株数
増減
保有比率の
変化
Keebeck Wealth Management
2026
Keebeck Wealth Management
Illinois
$87.1万 +$9.32万 +370 +14%
Montz Harcus Wealth Management
2027
Montz Harcus Wealth Management
Louisiana
$87.1万 +$1.28万 +51 +2%
Alliance Private Wealth
2028
Alliance Private Wealth
Massachusetts
$86.9万 -$8.11万 -322 -9%
Armstrong Advisory Group
2029
Armstrong Advisory Group
Massachusetts
$86.8万 +$504 +2 +0.1%
Goldstone Financial Group
2030
Goldstone Financial Group
Illinois
$86.8万 +$1.34万 +53 +2%
Key Financial Inc
2031
Key Financial Inc
Pennsylvania
$86.7万 -$1.91万 -76 -2%
Auxano Advisors
2032
Auxano Advisors
Washington
$86.5万 +$1,260 +5 +0.2%
Ridge Creek Global
2033
Ridge Creek Global
Ohio
$86.5万 +$77.5万 +3,075 新規
Camarda Financial Advisors
2034
Camarda Financial Advisors
Florida
$86.4万 -$1,008 -4 -0.1%
RC
2035
Reik & Co
New York
$86.4万 – – –
Elevated Capital Advisors
2036
Elevated Capital Advisors
Utah
$86.4万 -$62.6万 -2,483 -45%
PIS
2037
POM Investment Strategies
North Carolina
$86.3万 +$28.7万 +1,140 +59%
LRI Investments
2038
LRI Investments
Florida
$86万 +$7,055 +28 +0.9%
Purpose Unlimited Inc
2039
Purpose Unlimited Inc
$86万 -$5,039 -20 -0.6%
RM Financial Services
2040
RM Financial Services
Maine
$85.9万 -$2.19万 -87 -3%
CEI
2041
Clark Estates Inc
New York
$85.9万 – – –
Disciplined Investors
2042
Disciplined Investors
Texas
$85.9万 +$76.9万 +3,054 新規
CVA
2043
Central Valley Advisors
California
$85.8万 +$1.34万 +53 +2%
Appleton Partners
2044
Appleton Partners
Massachusetts
$85.8万 +$1.49万 +59 +2%
Lynx Investment Advisory
2045
Lynx Investment Advisory
District of Columbia
$85.8万 +$20.4万 +808 +36%
Triangle Securities Wealth Management
2046
Triangle Securities Wealth Management
North Carolina
$85.7万 +$41.9万 +1,664 +104%
South Plains Financial
2047
South Plains Financial
Texas
$85.7万 +$6.65万 +264 +9%
ESL Trust Services
2048
ESL Trust Services
New York
$85.5万 – – –
EGA
2049
E&G Advisors
Texas
$85.5万 +$1.26万 +50 +2%
HBW Advisory Services
2050
HBW Advisory Services
California
$85.3万 -$1.28万 -51 -2%