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Iron Mountain

名前 保有額 取引額 株数
増減
保有比率の
変化
Aspiriant LLC
801
Aspiriant LLC
California
$31.2万 +$5.2万 +424 +21%
Centerpoint Advisory Group
802
Centerpoint Advisory Group
Kansas
$31.1万 -$8,582 -70 -3%
Mattson Financial Services
803
Mattson Financial Services
Michigan
$31.1万 +$5,149 +42 +2%
Fielder Capital Group
804
Fielder Capital Group
Tennessee
$31.1万 +$3,187 +26 +1%
Beese Fulmer Investment Management
805
Beese Fulmer Investment Management
Ohio
$30.9万 +$1.2万 +98 +4%
Kera Capital Partners
806
Kera Capital Partners
California
$30.8万 +$29.9万 +2,438 新規
Wealth Alliance
807
Wealth Alliance
New York
$30.5万 -$4.71万 -384 -14%
Root Financial Partners
808
Root Financial Partners
California
$30.5万 +$4.93万 +402 +20%
Bridgelight Financial Advisors
809
Bridgelight Financial Advisors
Connecticut
$30.4万 -$2,942 -24 -1%
Sculati Wealth Management
810
Sculati Wealth Management
Michigan
$30.3万 -$16.6万 -1,350 -36%
Atria Investments
811
Atria Investments
North Carolina
$30.2万 -$11.4万 -927 -28%
Empower Advisory Group
812
Empower Advisory Group
Colorado
$30.1万 +$2.83万 +231 +11%
Samalin Investment Counsel
813
Samalin Investment Counsel
New York
$30万 -$1.04万 -85 -3%
Personal CFO Solutions
814
Personal CFO Solutions
New Jersey
$30万 -$2.33万 -190 -7%
TIAA-CREF Individual & Institutional Services
815
TIAA-CREF Individual & Institutional Services
New York
$29.9万 -$1,226 -10 -0.4%
Intrua Financial
816
Intrua Financial
Texas
$29.8万 +$1,349 +11 +0.5%
Fayez Sarofim & Co
817
Fayez Sarofim & Co
Texas
$29.8万 +$9,808 +80 +4%
Mosaic Family Wealth Partners
818
Mosaic Family Wealth Partners
Missouri
$29.8万 +$3.92万 +320 +16%
Avidian Wealth Enterprises
819
Avidian Wealth Enterprises
Texas
$29.7万 +$1.54万 +126 +6%
Turtle Creek Wealth Advisors
820
Turtle Creek Wealth Advisors
Texas
$29.7万 +$2,942 +24 +1%
Smith, Moore & Co
821
Smith, Moore & Co
Missouri
$29.4万 +$9,317 +76 +3%
P.J. Schmidt Investment Management (PJS)
822
P.J. Schmidt Investment Management (PJS)
Wisconsin
$29.4万 -$4,168 -34 -1%
Bedel Financial Consulting
823
Bedel Financial Consulting
Indiana
$29.4万 -$8,214 -67 -3%
MBL Wealth
824
MBL Wealth
North Carolina
$29.3万 +$28.4万 +2,320 新規
Strategic Blueprint
825
Strategic Blueprint
Georgia
$29.2万 -$368 -3 -0.1%