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名前 保有額 取引額 株数
増減
保有比率の
変化
Oakworth Capital
3001
Oakworth Capital
Alabama
$28.1万 – – –
Rainier Family Wealth
3002
Rainier Family Wealth
Washington
$28.1万 +$20.3万 +2,011 新規
Capital City Trust
3003
Capital City Trust
Florida
$28.1万 +$20.3万 +2,010 新規
Ridge Creek Global
3004
Ridge Creek Global
Ohio
$28.1万 +$20.3万 +2,010 新規
Beck Mack & Oliver
3005
Beck Mack & Oliver
New York
$28万 -$30.3万 -3,000 -60%
Quest 10 Wealth Builders
3006
Quest 10 Wealth Builders
Virginia
$28万 -$1,213 -12 -0.6%
CFSG
3007
Community Financial Services Group
Vermont
$28万 +$5.56万 +550 +33%
W.H. Cornerstone Investments
3008
W.H. Cornerstone Investments
Massachusetts
$28万 +$20.3万 +2,005 新規
EPG Wealth Management
3009
EPG Wealth Management
Georgia
$28万 +$20.3万 +2,003 新規
Buckley Wealth Management
3010
Buckley Wealth Management
Nevada
$27.9万 +$20.2万 +2,000 新規
Drexel Morgan & Co
3011
Drexel Morgan & Co
Pennsylvania
$27.9万 +$20.2万 +2,000 新規
Gridiron Partners
3012
Gridiron Partners
Pennsylvania
$27.9万 +$20.2万 +2,000 新規
Perennial Advisors
3013
Perennial Advisors
New York
$27.9万 +$20.2万 +2,000 新規
Private Capital Management (Florida)
3014
Private Capital Management (Florida)
Florida
$27.9万 +$20.2万 +2,000 新規
Timbuktu Capital Management
3015
Timbuktu Capital Management
Massachusetts
$27.9万 +$20.2万 +2,000 新規
APW
3016
Aurora Private Wealth
New Jersey
$27.9万 +$20.2万 +2,000 新規
SPAS
3017
Spectrum Planning & Advisory Services
California
$27.8万 +$20.2万 +1,994 新規
Petra Financial Advisors
3018
Petra Financial Advisors
Colorado
$27.8万 +$20.2万 +1,993 新規
STAR Financial Bank
3019
STAR Financial Bank
Indiana
$27.8万 +$20.1万 +1,990 新規
CFG
3020
Chapman Financial Group
Hawaii
$27.8万 – – –
Lebenthal Global Advisors
3021
Lebenthal Global Advisors
New York
$27.7万 +$20.1万 +1,985 新規
JMN Financial
3022
JMN Financial
Ohio
$27.7万 +$20.1万 +1,983 新規
KWMG LLC
3023
KWMG LLC
Kansas
$27.7万 +$20.1万 +1,983 新規
Washburn Capital Management
3024
Washburn Capital Management
Florida
$27.6万 +$20万 +1,980 新規
My Personal CFO LLC
3025
My Personal CFO LLC
Washington
$27.6万 +$20万 +1,975 新規