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名前 保有額 取引額 株数
増減
保有比率の
変化
Simon Quick Advisors
1051
Simon Quick Advisors
New Jersey
$305万 -$27.7万 -965 -8%
Triglav Skladi
1052
Triglav Skladi
Slovenia
$304万 -$631万 -21,999 -66%
Alpha Omega Wealth Management
1053
Alpha Omega Wealth Management
Virginia
$304万 -$23.2万 -810 -7%
CWM
1054
Cornerstone Wealth Management
Missouri
$304万 -$8.11万 -283 -2%
Marshall Financial Group (Maryland)
1055
Marshall Financial Group (Maryland)
Maryland
$303万 +$22.6万 +789 +8%
TBT
1056
Texas Bank & Trust
Texas
$302万 -$6,882 -24 -0.2%
OHWP
1057
Oak Harbor Wealth Partners
North Carolina
$302万 -$66.3万 -2,311 -17%
Independent Solutions Wealth Management
1058
Independent Solutions Wealth Management
New York
$301万 +$6.54万 +228 +2%
Claro Advisors
1059
Claro Advisors
Massachusetts
$301万 -$8.43万 -294 -3%
Huntleigh Advisors
1060
Huntleigh Advisors
Missouri
$301万 +$17.2万 +600 +6%
SC
1061
Sawyer & Company
Massachusetts
$299万 +$317万 +11,058 新規
Concord Wealth Partners
1062
Concord Wealth Partners
Virginia
$299万 +$45.6万 +1,589 +17%
Everence Capital Management
1063
Everence Capital Management
Indiana
$299万 – – –
HKIM
1064
Hayek Kallen Investment Management
Alabama
$298万 -$1.61万 -56 -0.5%
Carret Asset Management
1065
Carret Asset Management
New York
$298万 +$4.36万 +152 +1%
TIAA Wealth Investment Management
1066
TIAA Wealth Investment Management
New York
$297万 +$14.4万 +502 +5%
CGN Advisors
1067
CGN Advisors
Kansas
$295万 -$4.65万 -162 -1%
CWM
1068
Collaborative Wealth Management
Florida
$294万 – – –
IIA
1069
ICW Investment Advisors
Arizona
$294万 +$1.38万 +48 +0.4%
Koshinski Asset Management
1070
Koshinski Asset Management
Illinois
$293万 +$12.1万 +422 +4%
FWM
1071
Finer Wealth Management
Massachusetts
$293万 +$3.93万 +137 +1%
CLA (CliftonLarsonAllen) Wealth Advisors
1072
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$292万 +$310万 +10,806 新規
Inscription Capital
1073
Inscription Capital
Texas
$292万 -$17.5万 -610 -5%
Platform Technology Partners
1074
Platform Technology Partners
New York
$292万 +$22.4万 +782 +8%
S
1075
SimplyRich
California
$291万 -$1.15万 -40 -0.4%