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名前 保有額 取引額 株数
増減
保有比率の
変化
Peak Retirement Planning
1576
Peak Retirement Planning
Ohio
$606万 +$101万 +990 +24%
Newbridge Financial Services Group
1577
Newbridge Financial Services Group
Florida
$604万 -$14.9万 -146 -3%
Valley National Advisers
1578
Valley National Advisers
Pennsylvania
$604万 +$5.01万 +49 +1%
Transamerica Financial Advisors
1579
Transamerica Financial Advisors
Florida
$603万 -$3.17万 -31 -0.6%
SL
1580
Sentry LLC
Tennessee
$602万 +$8,174 +8 +0.2%
Kovitz Investment Group Partners
1581
Kovitz Investment Group Partners
Illinois
$602万 -$80.4万 -787 -14%
Balentine LLC
1582
Balentine LLC
Georgia
$600万 +$92万 +900 +22%
KMWM
1583
Keudell/Morrison Wealth Management
Oregon
$598万 +$3.27万 +32 +0.6%
Capital Asset Advisory Services
1584
Capital Asset Advisory Services
Michigan
$598万 +$14.3万 +140 +3%
MWA
1585
Marathon Wealth Advisors
Massachusetts
$597万 +$2.55万 +25 +0.5%
Vanguard National Trust
1586
Vanguard National Trust
Pennsylvania
$597万 -$9,196 -9 -0.2%
TSMHT
1587
Thurston Springer Miller Herd & Titak
Indiana
$596万 +$154万 +1,512 +44%
Biltmore Family Office
1588
Biltmore Family Office
North Carolina
$593万 +$4.29万 +42 +0.9%
Advyzon Investment Management
1589
Advyzon Investment Management
Illinois
$591万 +$126万 +1,229 +33%
EMB
1590
Elefante Mark B
$590万 +$90.9万 +890 +22%
PWS
1591
Peterson Wealth Services
Utah
$589万 +$1.23万 +12 +0.2%
Flagship Harbor Advisors
1592
Flagship Harbor Advisors
Massachusetts
$589万 +$21.6万 +211 +4%
MCA
1593
Magnolia Capital Advisors
Mississippi
$588万 +$2.15万 +21 +0.4%
Guardian Wealth Advisors (North Carolina)
1594
Guardian Wealth Advisors (North Carolina)
North Carolina
$587万 +$39.1万 +383 +8%
CFS Investment Advisory Services
1595
CFS Investment Advisory Services
New Jersey
$587万 +$9.9万 +97 +2%
IFC Advisors
1596
IFC Advisors
California
$587万 -$1.02万 -10 -0.2%
GLAM
1597
Gardner Lewis Asset Management
Pennsylvania
$585万 -$27.6万 -270 -5%
Stratos Wealth Advisors
1598
Stratos Wealth Advisors
Ohio
$585万 +$16.7万 +163 +3%
JT Stratford LLC
1599
JT Stratford LLC
Georgia
$584万 +$1.74万 +17 +0.4%
NG
1600
NatWest Group
United Kingdom
$584万 +$57.2万 +560 +13%