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名前 保有額 取引額 株数
増減
保有比率の
変化
OAS
3476
Optivise Advisory Services
Tennessee
$100万 +$1.41万 +23 +1%
GCM
3477
Goldstream Capital Management
Hong Kong
$100万 -$75.9万 -1,241 -41%
BWM
3478
Baron Wealth Management
Michigan
$100万 -$14.7万 -241 -12%
MAM
3479
Milestone Asset Management
Pennsylvania
$100万 +$8.74万 +143 +9%
CG
3480
Clarus Group
Texas
$100万 – – –
CFGW
3481
Chancellor Financial Group WB
Pennsylvania
$100万 +$26万 +425 +32%
WMA
3482
William Mack & Associates
Michigan
$100万 +$15.2万 +248 +16%
RPSA
3483
Richard P. Slaughter Associates
Texas
$100万 -$51.4万 -840 -32%
LW
3484
Lauer Wealth
Indiana
$100万 +$92.2万 +1,508 新規
TW
3485
Towerpoint Wealth
California
$100万 +$42.4万 +694 +65%
SWM
3486
Shepherd Wealth Management
Ohio
$99.5万 +$611 +1 +0.1%
PWP
3487
Phillips Wealth Planners
Mississippi
$99.4万 +$17.8万 +291 +22%
One Day In July LLC
3488
One Day In July LLC
Vermont
$99.3万 +$4.4万 +72 +4%
Horizon Wealth Management
3489
Horizon Wealth Management
Illinois
$99.3万 -$4.28万 -70 -4%
WB
3490
West Bancorporation
Iowa
$99.3万 -$7.15万 -117 -6%
JDLA
3491
J. Derek Lewis & Associates
California
$99.3万 -$11.5万 -188 -10%
Schneider Downs Wealth Management Advisors
3492
Schneider Downs Wealth Management Advisors
Pennsylvania
$99.1万 – – –
PA
3493
ProCore Advisors
California
$99.1万 +$2.45万 +40 +2%
Wealthquest
3494
Wealthquest
Ohio
$98.9万 -$10万 -163 -8%
Nelson Capital Management
3495
Nelson Capital Management
California
$98.9万 – – –
WA
3496
Westfuller Advisors
New York
$98.8万 +$9,172 +15 +0.9%
WS
3497
Wilian Securities
Minnesota
$98.8万 +$35.2万 +576 +49%
RWI
3498
Red Wave Investments
Pennsylvania
$98.7万 +$2.38万 +39 +2%
Physician Wealth Advisors
3499
Physician Wealth Advisors
Utah
$98.7万 -$11.6万 -189 -10%
Charles Schwab Trust
3500
Charles Schwab Trust
Nevada
$98.6万 +$2.02万 +33 +2%