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名前 保有額 取引額 株数
増減
保有比率の
変化
Cardiff Park Advisors
1176
Cardiff Park Advisors
California
$305万 +$3,742 +37 +0.2%
Hershey Financial Advisers
1177
Hershey Financial Advisers
Pennsylvania
$305万 +$221万 +21,859 新規
Personal CFO Solutions
1178
Personal CFO Solutions
New Jersey
$301万 +$30.1万 +2,973 +16%
Boston Trust Walden
1179
Boston Trust Walden
Massachusetts
$301万 +$3,236 +32 +0.1%
SVB Wealth
1180
SVB Wealth
Massachusetts
$300万 -$24.3万 -2,403 -10%
Smithfield Trust
1181
Smithfield Trust
Pennsylvania
$300万 -$4.8万 -475 -2%
Keystone Financial Group (Kentucky)
1182
Keystone Financial Group (Kentucky)
Kentucky
$300万 +$87.1万 +8,612 +67%
Perennial Investment Advisors
1183
Perennial Investment Advisors
California
$298万 +$22万 +2,174 +11%
Washington Trust
1184
Washington Trust
Rhode Island
$297万 -$16万 -1,586 -7%
Lodestar Private Asset Management
1185
Lodestar Private Asset Management
California
$297万 -$186万 -18,345 -46%
Advisors Capital Management
1186
Advisors Capital Management
New Jersey
$297万 +$40.4万 +4,000 +23%
Bedel Financial Consulting
1187
Bedel Financial Consulting
Indiana
$297万 -$22.1万 -2,190 -9%
Vertrix Wealth Management
1188
Vertrix Wealth Management
Michigan
$296万 +$214万 +21,174 新規
D.J. St. Germain
1189
D.J. St. Germain
Massachusetts
$295万 +$2.01万 +199 +1%
PWMAG
1190
Pinnacle Wealth Management Advisory Group
New Jersey
$293万 +$37万 +3,658 +21%
Burke & Herbert Bank & Trust
1191
Burke & Herbert Bank & Trust
Virginia
$293万 -$17.8万 -1,763 -8%
Lake Street Private Wealth
1192
Lake Street Private Wealth
Illinois
$293万 -$3.41万 -337 -2%
71 West Capital Partners
1193
71 West Capital Partners
Massachusetts
$293万 +$101万 +9,961 +91%
ALPS Advisors
1194
ALPS Advisors
Colorado
$292万 +$120万 +11,898 +132%
Western Wealth Management
1195
Western Wealth Management
Colorado
$291万 -$4.03万 -399 -2%
Forvis Mazars Wealth Advisors
1196
Forvis Mazars Wealth Advisors
Missouri
$290万 +$1.19万 +118 +0.6%
Graphene Investments SAS
1197
Graphene Investments SAS
France
$290万 -$387万 -38,300 -65%
Marble Harbor Investment Counsel
1198
Marble Harbor Investment Counsel
Massachusetts
$290万 – – –
Level Four Advisory Services
1199
Level Four Advisory Services
Texas
$290万 +$12万 +1,184 +6%
Peak Planning Group
1200
Peak Planning Group
Colorado
$290万 -$15.9万 -1,570 -7%