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LPLAのアイコン

LPL Financial

名前 保有額 取引額 株数
増減
保有比率の
変化
CIA
701
Cape Investment Advisory
Georgia
$4,225 +$4,502 +15 新規
AW
702
Avion Wealth
Texas
$4,000 +$2,701 +9 +150%
Elevated Capital Advisors
703
Elevated Capital Advisors
Utah
$3,944 – – –
MTM Investment Management
704
MTM Investment Management
South Carolina
$3,944 – – –
Creative Capital Management Investments
705
Creative Capital Management Investments
California
$3,944 +$4,202 +14 新規
Tower View Wealth Management
706
Tower View Wealth Management
Wisconsin
$3,662 -$900 -3 -19%
Private Trust Company
707
Private Trust Company
Ohio
$3,662 – – –
Valued Wealth Advisors
708
Valued Wealth Advisors
Utah
$3,662 +$900 +3 +30%
Cullen/Frost Bankers
709
Cullen/Frost Bankers
Texas
$3,393 -$4,802 -16 -57%
Clearstead Trust
710
Clearstead Trust
Maine
$3,381 +$1,801 +6 +100%
Cornerstone Financial Management
711
Cornerstone Financial Management
Massachusetts
$3,380 -$300 -1 -8%
Foster Dykema Cabot & Partners
712
Foster Dykema Cabot & Partners
Massachusetts
$3,380 – – –
Southern Michigan Bank & Trust
713
Southern Michigan Bank & Trust
Michigan
$3,098 – – –
Bay Harbor Wealth Management
714
Bay Harbor Wealth Management
Maryland
$3,098 +$600 +2 +22%
Chesapeake Asset Management
715
Chesapeake Asset Management
New York
$3,098 +$3,302 +11 新規
Sachetta
716
Sachetta
Massachusetts
$2,817 -$1,801 -6 -38%
MHR
717
Matthew Hamilton Rosenberg
$2,817 – – –
Vanguard National Trust
718
Vanguard National Trust
Pennsylvania
$2,817 – – –
HFM Investment Advisors
719
HFM Investment Advisors
New Jersey
$2,817 +$2,101 +7 +233%
West Paces Advisors
720
West Paces Advisors
Georgia
$2,817 +$3,002 +10 新規
Ares Financial Consulting
721
Ares Financial Consulting
California
$2,564 – – –
Armstrong Advisory Group
722
Armstrong Advisory Group
Massachusetts
$2,536 – – –
Hughes Financial Services
723
Hughes Financial Services
Virginia
$2,535 +$600 +2 +29%
Webster Bank
724
Webster Bank
Connecticut
$2,535 +$2,701 +9 新規
Financial Network Wealth Advisors
725
Financial Network Wealth Advisors
Utah
$2,266 -$1,501 -5 -38%