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IRMのアイコン

Iron Mountain

名前 保有額 取引額 株数
増減
保有比率の
変化
Quest Investment Management
751
Quest Investment Management
Oregon
$37.4万 -$18.1万 -1,479 -33%
Amplius Wealth Advisors
752
Amplius Wealth Advisors
Pennsylvania
$37.3万 +$36.2万 +2,954 新規
Relyea Zuckerberg Hanson
753
Relyea Zuckerberg Hanson
Connecticut
$36.9万 -$613 -5 -0.2%
Advisor OS
754
Advisor OS
Illinois
$36.8万 +$2.35万 +192 +7%
CreativeOne Wealth
755
CreativeOne Wealth
Kansas
$36.7万 +$35.6万 +2,902 新規
Savvy Advisors Inc
756
Savvy Advisors Inc
New York
$36.5万 +$1.09万 +89 +3%
EverSource Wealth Advisors
757
EverSource Wealth Advisors
Alabama
$36.4万 +$1.08万 +88 +3%
BC
758
Bayforest Capital
United Kingdom
$36.4万 +$4.98万 +406 +16%
BTC Capital Management
759
BTC Capital Management
Iowa
$36.1万 – – –
AlphaStar Capital Management
760
AlphaStar Capital Management
North Carolina
$36.1万 +$2.38万 +194 +7%
Beaumont Financial Advisors
761
Beaumont Financial Advisors
Massachusetts
$36.1万 +$613 +5 +0.2%
SEP
762
Southland Equity Partners
Missouri
$36.1万 -$1,226 -10 -0.3%
Keebeck Wealth Management
763
Keebeck Wealth Management
Illinois
$35.9万 +$9.08万 +741 +36%
SVB Wealth
764
SVB Wealth
Massachusetts
$35.9万 +$2,452 +20 +0.7%
Gladstone Institutional Advisory
765
Gladstone Institutional Advisory
Florida
$35.7万 +$34.6万 +2,826 新規
IMA Advisory Services
766
IMA Advisory Services
Colorado
$35.7万 +$2,084 +17 +0.6%
AIFAIM
767
American Institute for Advanced Investment Management
Arizona
$35.6万 +$3,065 +25 +0.9%
Soltis Investment Advisors
768
Soltis Investment Advisors
Utah
$35.5万 +$6.23万 +508 +22%
Cigna Investments
769
Cigna Investments
Connecticut
$35.5万 – – –
Jordan Park Group
770
Jordan Park Group
California
$35.4万 – – –
NWAM LLC
771
NWAM LLC
Washington
$35.3万 +$1,226 +10 +0.4%
TD Private Client Wealth
772
TD Private Client Wealth
New York
$35.3万 -$33万 -2,695 -49%
XXI Wealth LLC
773
XXI Wealth LLC
Illinois
$35.2万 +$3.41万 +278 +11%
Aptus Capital Advisors
774
Aptus Capital Advisors
Alabama
$35.1万 -$1,716 -14 -0.5%
Palacios Wealth Management
775
Palacios Wealth Management
Florida
$34.8万 – – –