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名前 保有額 取引額 株数
増減
保有比率の
変化
Financial Life Planners
1301
Financial Life Planners
Arizona
$1.98万 +$161 +2 +0.9%
Marquette Asset Management
1302
Marquette Asset Management
Minnesota
$1.98万 +$4,758 +59 +34%
Sankala Group
1303
Sankala Group
Colorado
$1.95万 – – –
Ritter Daniher Financial Advisory
1304
Ritter Daniher Financial Advisory
Ohio
$1.92万 +$81 +1 +0.4%
KAS
1305
Kemnay Advisory Services
New York
$1.91万 +$565 +7 +3%
CIA
1306
Cape Investment Advisory
Georgia
$1.87万 +$1.78万 +221 新規
Creative Financial Designs
1307
Creative Financial Designs
Indiana
$1.84万 +$2,984 +37 +21%
High Note Wealth
1308
High Note Wealth
Minnesota
$1.83万 +$1,452 +18 +9%
GoalVest Advisory
1309
GoalVest Advisory
New York
$1.82万 – – –
Joseph Group Capital Management
1310
Joseph Group Capital Management
Ohio
$1.8万 +$1.72万 +213 新規
James T. Borello
1311
James T. Borello
Illinois
$1.79万 +$7,097 +88 +71%
BWM
1312
Bullock Wealth Management
Indiana
$1.74万 – – –
CFSG
1313
Community Financial Services Group
Vermont
$1.72万 – – –
Frazier Financial Advisors
1314
Frazier Financial Advisors
Ohio
$1.72万 – – –
Centennial Bank
1315
Centennial Bank
Arkansas
$1.69万 – – –
Cheviot Value Management
1316
Cheviot Value Management
California
$1.69万 – – –
IFS
1317
Intelligent Financial Strategies
Minnesota
$1.69万 – – –
Raffa Wealth Management
1318
Raffa Wealth Management
District of Columbia
$1.68万 -$6,210 -77 -28%
NAMP
1319
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.66万 +$1.41万 +175 新規
Heritage Wealth Advisors
1320
Heritage Wealth Advisors
Virginia
$1.66万 – – –
Cedar Mountain Advisors
1321
Cedar Mountain Advisors
Oregon
$1.64万 – – –
Washington Trust Advisors
1322
Washington Trust Advisors
Massachusetts
$1.62万 – – –
Boreal Capital Management
1323
Boreal Capital Management
Florida
$1.57万 – – –
First Command Advisory Services
1324
First Command Advisory Services
Texas
$1.51万 -$9,517 -118 -40%
Cranbrook Wealth Management
1325
Cranbrook Wealth Management
Michigan
$1.48万 – – –