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名前 保有額 取引額 株数
増減
保有比率の
変化
RPGK
2376
Retirement Planning Group (Kansas)
Kansas
$232万 +$25.1万 +246 +15%
TIM
2377
Tevis Investment Management
Texas
$232万 +$35万 +343 +22%
DWG
2378
Darden Wealth Group
Michigan
$232万 +$79万 +773 +67%
CNBOF
2379
City National Bank of Florida
Florida
$232万 +$45.5万 +445 +30%
Matthew Goff Investment Advisor
2380
Matthew Goff Investment Advisor
Texas
$231万 – – –
Winthrop Advisory Group
2381
Winthrop Advisory Group
Massachusetts
$231万 +$19.8万 +194 +11%
Compass Financial Management
2382
Compass Financial Management
Florida
$231万 +$207万 +2,030 新規
BWM
2383
Braeburn Wealth Management
Michigan
$231万 +$156万 +1,526 +382%
XML Financial
2384
XML Financial
Maryland
$230万 +$33.7万 +330 +21%
Onyx Bridge Wealth Group
2385
Onyx Bridge Wealth Group
New York
$230万 +$40.6万 +397 +26%
IP
2386
Intellectus Partners
California
$230万 +$19.6万 +192 +11%
Aspiriant LLC
2387
Aspiriant LLC
California
$229万 +$33.7万 +330 +21%
PEWA
2388
Pacific Excel Wealth Advisors
California
$229万 +$142万 +1,394 +270%
HFO
2389
Heritage Family Offices
Arizona
$229万 +$46.4万 +454 +31%
NFA
2390
Northern Financial Advisors
Michigan
$229万 -$1.23万 -12 -0.6%
WLG
2391
Williamson Legacy Group
Indiana
$229万 -$25.4万 -249 -12%
Lifeworks Advisors
2392
Lifeworks Advisors
Michigan
$228万 +$6,130 +6 +0.3%
John G. Ullman & Associates
2393
John G. Ullman & Associates
New York
$228万 -$10.2万 -100 -5%
TFS
2394
Targeted Financial Services
Florida
$228万 – – –
SWM
2395
Salvus Wealth Management
New Jersey
$227万 -$7.66万 -75 -4%
KL
2396
KilterHowling LLC
Colorado
$227万 +$4.19万 +41 +2%
LaSalle St. Investment Advisors
2397
LaSalle St. Investment Advisors
Illinois
$226万 +$58.2万 +570 +43%
Diversified Portfolios Inc
2398
Diversified Portfolios Inc
Michigan
$226万 -$15.5万 -152 -7%
MA
2399
Mezzasalma Advisors
New Jersey
$226万 +$1,022 +1 +0.1%
Holderness Investments Company
2400
Holderness Investments Company
North Carolina
$226万 +$18.3万 +179 +11%