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名前 保有額 取引額 株数
増減
保有比率の
変化
Apriem Advisors
2301
Apriem Advisors
California
$254万 +$29.1万 +285 +16%
AA
2302
Auxano Advisors
Washington
$254万 +$5.11万 +50 +2%
KMC
2303
Kirr Marbach & Co
Indiana
$253万 – – –
TCWM
2304
Total Clarity Wealth Management
Illinois
$253万 +$119万 +1,169 +124%
PW
2305
PUREfi Wealth
Massachusetts
$253万 +$1.74万 +17 +0.8%
BIM
2306
Bullseye Investment Management
Ohio
$253万 -$48.3万 -473 -18%
Allen Capital Group
2307
Allen Capital Group
Nebraska
$252万 +$18.8万 +184 +10%
JGIA
2308
Jackson Grant Investment Advisers
Connecticut
$252万 -$47.5万 -465 -18%
NFC
2309
Northstar Financial Companies
Pennsylvania
$252万 +$27.9万 +273 +15%
WA
2310
Westfuller Advisors
New York
$251万 -$6.85万 -67 -3%
Thompson Siegel & Walmsley
2311
Thompson Siegel & Walmsley
Virginia
$251万 -$3.47万 -34 -2%
MWA
2312
MN Wealth Advisors
Kansas
$251万 +$4.5万 +44 +2%
LWAM
2313
Legacy Wealth Asset Management
Minnesota
$251万 -$1.94万 -19 -0.9%
AF
2314
Aldebaran Financial
$251万 +$14.1万 +138 +7%
CTC
2315
Cetera Trust Company
Minnesota
$250万 – – –
Smith Group Asset Management
2316
Smith Group Asset Management
Texas
$250万 -$3.27万 -32 -2%
JWM
2317
Jupiter Wealth Management
Colorado
$250万 +$35.6万 +348 +20%
Van Hulzen Asset Management
2318
Van Hulzen Asset Management
California
$249万 -$8,174 -8 -0.4%
FSM Wealth Advisors
2319
FSM Wealth Advisors
Ohio
$249万 +$19.6万 +192 +10%
VIA
2320
Virtus Investment Advisers
Connecticut
$249万 +$25.3万 +248 +14%
MFG
2321
Mosaic Financial Group
Illinois
$248万 +$4,087 +4 +0.2%
EFSCE
2322
Enterprise Financial Services Corp (EFSC)
Missouri
$248万 +$5.82万 +57 +3%
FWM
2323
Forteris Wealth Management
New York
$247万 -$3.58万 -35 -2%
CFO
2324
Capitol Family Office
Oregon
$247万 -$11.6万 -114 -5%
Cache Advisors
2325
Cache Advisors
California
$247万 – – –