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名前 保有額 取引額 株数
増減
保有比率の
変化
AWA
801
Alta Wealth Advisors
Massachusetts
$64.5万 +$67.1万 +752 新規
Magnus Financial Group
802
Magnus Financial Group
New York
$64.5万 +$3.48万 +39 +5%
Van Hulzen Asset Management
803
Van Hulzen Asset Management
California
$64.4万 +$66.9万 +750 新規
KCM Investment Advisors
804
KCM Investment Advisors
California
$63.8万 +$1.61万 +18 +2%
EFMH
805
E Fund Management (HK)
Hong Kong
$63.1万 -$26.7万 -299 -29%
Sanibel Captiva Trust Company
806
Sanibel Captiva Trust Company
Florida
$62.7万 +$65.2万 +731 新規
Level Four Advisory Services
807
Level Four Advisory Services
Texas
$62.5万 -$107万 -1,203 -62%
XML Financial
808
XML Financial
Maryland
$61.6万 +$7.4万 +83 +13%
Ameritas Advisory Services
809
Ameritas Advisory Services
Nebraska
$61.6万 +$64万 +718 新規
LBWM
810
Left Brain Wealth Management
Illinois
$61.6万 +$64万 +718 新規
TA
811
Tactive Advisors
Florida
$61.6万 +$64万 +718 新規
OC
812
Opal Capital
Florida
$61万 +$63.4万 +711 新規
Cynosure Group
813
Cynosure Group
Utah
$60.8万 +$4.28万 +48 +7%
FLFS
814
Family Legacy Financial Solutions
North Carolina
$60.7万 +$74.4万 +834 新規
Waddell & Associates
815
Waddell & Associates
Tennessee
$60.2万 +$10.2万 +114 +19%
Kovitz Investment Group Partners
816
Kovitz Investment Group Partners
Illinois
$60.1万 -$10.4万 -117 -14%
Geneos Wealth Management
817
Geneos Wealth Management
Colorado
$60万 -$3.57万 -40 -5%
EFG
818
Elevated Financial Group
Indiana
$59.8万 +$62.2万 +697 新規
Foundations Investment Advisors
819
Foundations Investment Advisors
Arizona
$59.8万 +$62.2万 +697 新規
Kesler Norman & Wride
820
Kesler Norman & Wride
Utah
$59.7万 +$62.1万 +696 新規
Ascent Group
821
Ascent Group
Virginia
$59.7万 +$62.1万 +696 新規
RWM
822
Revisor Wealth Management
Ohio
$59.2万 +$15.8万 +177 +35%
Kingsview Wealth Management
823
Kingsview Wealth Management
Oregon
$59.2万 +$34.8万 +390 +130%
PE
824
PCM Encore
Colorado
$59.1万 +$26.9万 +302 +78%
Great Valley Advisor Group
825
Great Valley Advisor Group
Delaware
$59万 +$61.3万 +687 新規