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名前 保有額 取引額 株数
増減
保有比率の
変化
Eagle Wealth Advisors
2901
Eagle Wealth Advisors
Connecticut
$132万 -$35.9万 -351 -24%
CWMA
2902
Capstone Wealth Management (Alabama)
Alabama
$131万 +$60.6万 +593 +118%
Corundum Trust Company
2903
Corundum Trust Company
South Dakota
$131万 – – –
Curated Wealth Partners
2904
Curated Wealth Partners
California
$131万 +$23万 +225 +26%
Embree Financial Group
2905
Embree Financial Group
Illinois
$131万 -$4,087 -4 -0.4%
Reston Wealth Management
2906
Reston Wealth Management
Virginia
$131万 +$21.3万 +208 +24%
Exchange Bank
2907
Exchange Bank
California
$131万 +$5.21万 +51 +5%
Knights of Columbus Asset Advisors
2908
Knights of Columbus Asset Advisors
Connecticut
$131万 +$30.3万 +297 +37%
SMI Advisory Services
2909
SMI Advisory Services
Indiana
$131万 +$2,043 +2 +0.2%
San Luis Wealth Advisors
2910
San Luis Wealth Advisors
California
$131万 +$2.86万 +28 +3%
Wilian Securities
2911
Wilian Securities
Minnesota
$131万 +$47.1万 +461 +74%
Pasadena Private Wealth
2912
Pasadena Private Wealth
California
$130万 +$14.8万 +145 +15%
Scharf Investments
2913
Scharf Investments
California
$130万 -$25.8万 -253 -19%
TA
2914
TrueWealth Advisors
Alabama
$130万 -$1.02万 -10 -0.9%
Seven Mile Advisory
2915
Seven Mile Advisory
New Jersey
$130万 -$18.4万 -180 -14%
GW Henssler & Associates
2916
GW Henssler & Associates
Georgia
$130万 +$20.6万 +202 +23%
Miller Financial Services
2917
Miller Financial Services
Michigan
$130万 +$111万 +1,084 新規
Capital Advisors Wealth Management
2918
Capital Advisors Wealth Management
Washington
$130万 +$57.3万 +561 +108%
Roof Eidam Maycock Peralta (REMP)
2919
Roof Eidam Maycock Peralta (REMP)
California
$130万 – – –
McNaughton Wealth Management
2920
McNaughton Wealth Management
California
$130万 +$20.1万 +197 +22%
Elevation Wealth Management
2921
Elevation Wealth Management
Minnesota
$130万 +$4.9万 +48 +5%
HighRoad Wealth Advisors
2922
HighRoad Wealth Advisors
Oregon
$129万 – – –
Pittenger & Anderson Inc
2923
Pittenger & Anderson Inc
Nebraska
$129万 +$20.4万 +200 +23%
Snowwater Investment Partners
2924
Snowwater Investment Partners
Connecticut
$129万 -$3.98万 -39 -3%
Howe & Rusling
2925
Howe & Rusling
New York
$129万 +$15.6万 +153 +17%