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名前 保有額 取引額 株数
増減
保有比率の
変化
CFS
3326
Compass Financial Services
Iowa
$21.3万 -$1.18万 -150 -5%
SM
3327
Sweeney & Michel
California
$21.3万 +$19.3万 +2,449 新規
Betterment LLC
3328
Betterment LLC
New York
$21.3万 -$1.52万 -193 -7%
AWS
3329
Aspen Wealth Strategies
Colorado
$21.3万 -$1.25万 -158 -6%
PWA
3330
Phoenix Wealth Advisors
North Carolina
$21.2万 +$20.6万 +2,614 新規
ZWA
3331
Zinnia Wealth Advisory
Florida
$21.2万 +$20.6万 +2,612 新規
FA
3332
Fermata Advisors
California
$21.2万 +$20.6万 +2,609 新規
SAM
3333
Sherman Asset Management
California
$21万 -$7.01万 -888 -26%
SHFG
3334
S Harris Financial Group
Texas
$21万 +$20.4万 +2,585 新規
V
3335
Viaable
Pennsylvania
$20.9万 +$20.3万 +2,573 新規
POIA
3336
Pin Oak Investment Advisors
Texas
$20.9万 -$3.02万 -383 -13%
Goldstein Advisors
3337
Goldstein Advisors
Wisconsin
$20.8万 +$20.2万 +2,562 新規
PFO
3338
PMG Family Office
Texas
$20.8万 +$20.1万 +2,545 新規
Cornerstone Planning Group
3339
Cornerstone Planning Group
New Jersey
$20.8万 +$3,633 +46 +2%
SWA
3340
ShankerValleau Wealth Advisors
Illinois
$20.8万 +$20.2万 +2,561 新規
Avalon Trust
3341
Avalon Trust
New Mexico
$20.8万 – – –
EA
3342
Echo45 Advisors
California
$20.8万 -$1.17万 -148 -5%
UB
3343
Umpqua Bank
Oregon
$20.8万 +$20.2万 +2,559 新規
Main Street Research
3344
Main Street Research
Connecticut
$20.8万 +$20.2万 +2,558 新規
FWM
3345
ForthRight Wealth Management
Georgia
$20.7万 +$20.1万 +2,550 新規
LCM
3346
Lazari Capital Management
California
$20.7万 +$20.1万 +2,550 新規
Infrastructure Capital Advisors
3347
Infrastructure Capital Advisors
New York
$20.7万 -$74.8万 -9,472 -79%
CPL
3348
CAP Partners LLC
Tennessee
$20.7万 +$20.1万 +2,547 新規
TSS
3349
Taylor Securities Services
Pennsylvania
$20.7万 +$20.1万 +2,542 新規
GRA
3350
Golden Road Advisors
Florida
$20.6万 +$20万 +2,538 新規