で公開中です! 詳しく見る
名前 保有額 取引額 株数
増減
保有比率の
変化
NewEdge Advisors
326
NewEdge Advisors
Louisiana
$6,618 – – –
Cornerstone Planning Group
327
Cornerstone Planning Group
New Jersey
$6,056 -$311 -3 -5%
Financial Consulate
328
Financial Consulate
Maryland
$5,643 -$311 -3 -5%
Raffa Wealth Management
329
Raffa Wealth Management
District of Columbia
$5,642 -$4,152 -40 -40%
JFS Wealth Advisors
330
JFS Wealth Advisors
Pennsylvania
$5,361 – – –
GW&K Investment Management
331
GW&K Investment Management
Massachusetts
$5,000 – – –
HIW
332
Holos Integrated Wealth
Pennsylvania
$4,856 – – –
Bogart Wealth LLC
333
Bogart Wealth LLC
Virginia
$4,702 +$208 +2 +4%
BFSG LLC
334
BFSG LLC
California
$4,702 +$5,189 +50 新規
EWP
335
Elevation Wealth Partners
California
$4,420 +$4,878 +47 新規
Manning & Napier Advisors
336
Manning & Napier Advisors
New York
$4,241 +$623 +6 +16%
RWS
337
Retirement Wealth Solutions
Wisconsin
$4,232 +$311 +3 +7%
Bessemer Group
338
Bessemer Group
New Jersey
$4,000 – – –
IPS
339
Investors Portfolio Services
Washington
$3,950 – – –
First Command Advisory Services
340
First Command Advisory Services
Texas
$3,950 +$4,359 +42 新規
FFO
341
Fortitude Family Office
Arizona
$3,856 -$104 -1 -2%
SHP Wealth Management
342
SHP Wealth Management
Massachusetts
$3,762 +$830 +8 +25%
BLC
343
Brown, Lisle/Cummings
Rhode Island
$3,668 -$1,557 -15 -28%
CFM
344
Cornerstone Financial Management
Massachusetts
$3,668 +$415 +4 +11%
Glen Eagle Advisors
345
Glen Eagle Advisors
New Jersey
$3,479 – – –
Spire Wealth Management
346
Spire Wealth Management
Virginia
$3,479 – – –
BGAI
347
Bruce G. Allen Investments
Colorado
$3,103 – – –
Albion Financial Group
348
Albion Financial Group
Utah
$2,916 – – –
IMA Advisory Services
349
IMA Advisory Services
Colorado
$2,915 +$1,245 +12 +63%
PSFG
350
Park Square Financial Group
Georgia
$2,727 -$1,142 -11 -28%