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名前 保有額 取引額 株数
増減
保有比率の
変化
CFG
1251
Carr Financial Group
Massachusetts
$88万 +$3,039 +6 +0.4%
Segment Wealth Management
1252
Segment Wealth Management
Texas
$87.9万 -$1.22万 -24 -1%
SP
1253
SmartHarvest Portfolios
Washington
$87.8万 +$9,117 +18 +1%
CP
1254
Clarendon Private
Massachusetts
$87.7万 -$2,532 -5 -0.3%
AFT
1255
Alpha Family Trust
California
$87.7万 -$11.1万 -220 -12%
Nilsine Partners
1256
Nilsine Partners
Colorado
$87.7万 +$3.04万 +60 +4%
TNAM
1257
Terra Nova Asset Management
New York
$87.7万 +$3.04万 +60 +4%
AHL
1258
Abel Hall LLC
Louisiana
$87.5万 +$7.65万 +151 +10%
TritonPoint Wealth
1259
TritonPoint Wealth
Maryland
$87万 -$6.74万 -133 -7%
Moss Adams Wealth Advisors
1260
Moss Adams Wealth Advisors
Washington
$87万 +$4.46万 +88 +6%
AWCI
1261
Alpine Woods Capital Investors
New York
$86.5万 +$84.4万 +1,667 新規
CWM
1262
Chesapeake Wealth Management
Virginia
$86.4万 +$1.06万 +21 +1%
Foundations Investment Advisors
1263
Foundations Investment Advisors
Arizona
$86万 -$11.9万 -234 -12%
Golden State Wealth Management
1264
Golden State Wealth Management
California
$85.8万 +$27.5万 +543 +49%
Sax Wealth Advisors
1265
Sax Wealth Advisors
New Jersey
$85.8万 +$18.2万 +360 +26%
BB
1266
Berkshire Bank
Massachusetts
$85.6万 -$7.6万 -150 -8%
AIIMS
1267
Analyst IMS Investment Management Services
Israel
$85.6万 – – –
SIA
1268
SGL Investment Advisors
Montana
$85.5万 +$49.2万 +972 +127%
WHCI
1269
W.H. Cornerstone Investments
Massachusetts
$85.3万 +$14.9万 +294 +22%
PFG Investments
1270
PFG Investments
New York
$85.3万 -$12.3万 -242 -13%
Simplicity Wealth
1271
Simplicity Wealth
New Jersey
$85.3万 +$12.9万 +254 +18%
Cambient Family Office
1272
Cambient Family Office
Michigan
$85.1万 -$9,623 -19 -1%
DA
1273
Drake & Associates
Wisconsin
$84.4万 +$1.72万 +34 +2%
Bar Harbor Wealth Management
1274
Bar Harbor Wealth Management
New Hampshire
$84.3万 -$4,052 -8 -0.5%
SRA
1275
Secured Retirement Advisors
Minnesota
$84.1万 +$82.1万 +1,620 新規