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名前 保有額 取引額 株数
増減
保有比率の
変化
4D Advisors
1326
4D Advisors
California
$900万 +$766万 +7,500 新規
Centric Wealth Management
1327
Centric Wealth Management
Illinois
$897万 – – –
Investment Research & Advisory Group
1328
Investment Research & Advisory Group
Georgia
$896万 +$9.2万 +90 +1%
Mitchell McLeod Pugh & Williams
1329
Mitchell McLeod Pugh & Williams
Alabama
$895万 +$127万 +1,242 +20%
Hillsdale Investment Management
1330
Hillsdale Investment Management
Ontario, Canada
$894万 -$108万 -1,060 -12%
Johnson Financial Group Inc (Wisconsin)
1331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$893万 -$34.2万 -335 -4%
CWA Asset Management Group
1332
CWA Asset Management Group
Florida
$891万 +$68万 +666 +10%
Leelyn Smith
1333
Leelyn Smith
Illinois
$889万 -$12.1万 -118 -2%
RMR Wealth Builders
1334
RMR Wealth Builders
New Jersey
$889万 +$142万 +1,389 +23%
SYM Financial Corp
1335
SYM Financial Corp
Indiana
$888万 +$2.66万 +26 +0.4%
North Star Investment Management
1336
North Star Investment Management
Illinois
$888万 -$98.5万 -964 -12%
Belpointe Asset Management
1337
Belpointe Asset Management
Nevada
$888万 +$110万 +1,079 +17%
Old North State Trust
1338
Old North State Trust
North Carolina
$887万 -$15.6万 -153 -2%
Level Four Advisory Services
1339
Level Four Advisory Services
Texas
$885万 +$19.2万 +188 +3%
EverSource Wealth Advisors
1340
EverSource Wealth Advisors
Alabama
$885万 -$229万 -2,242 -23%
Pinney & Scofield
1341
Pinney & Scofield
Massachusetts
$885万 – – –
Roman Butler Fullerton & Co
1342
Roman Butler Fullerton & Co
Missouri
$883万 +$13.1万 +128 +2%
Beese Fulmer Investment Management
1343
Beese Fulmer Investment Management
Ohio
$880万 +$132万 +1,291 +21%
Norden Group
1344
Norden Group
Utah
$879万 -$214万 -2,090 -22%
NorthRock Partners
1345
NorthRock Partners
Minnesota
$876万 +$10.3万 +101 +1%
Decatur Capital Management
1346
Decatur Capital Management
Georgia
$876万 +$5,109 +5 +0.1%
Elk River Wealth Management
1347
Elk River Wealth Management
Colorado
$874万 -$62.3万 -610 -8%
Pictet North America Advisors
1348
Pictet North America Advisors
Switzerland
$873万 +$8.99万 +88 +1%
Premier Path Wealth Partners
1349
Premier Path Wealth Partners
New Jersey
$873万 +$28.8万 +282 +4%
Advisory Alpha
1350
Advisory Alpha
Michigan
$868万 +$107万 +1,047 +17%