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名前 保有額 取引額 株数
増減
保有比率の
変化
Williams Jones Wealth Management
151
Williams Jones Wealth Management
New York
$297万 +$8,369 +150 +0.3%
GA
152
GraniteShares Advisors
New York
$293万 +$37.9万 +6,800 +15%
DA
153
Doliver Advisors
Texas
$291万 +$53.1万 +9,525 +23%
Creative Planning
154
Creative Planning
Kansas
$285万 -$38.9万 -6,970 -12%
Private Management Group
155
Private Management Group
California
$282万 – – –
Delta Investment Management
156
Delta Investment Management
California
$276万 +$29.8万 +5,350 +12%
ACL
157
Applied Capital LLC
Florida
$275万 +$33.2万 +5,945 +14%
Howard Financial Services
158
Howard Financial Services
Texas
$273万 +$15.8万 +2,838 +6%
Steward Partners Investment Advisory
159
Steward Partners Investment Advisory
New York
$273万 +$13.2万 +2,369 +5%
PFG Investments
160
PFG Investments
New York
$273万 +$14.1万 +2,522 +5%
Stratos Wealth Partners
161
Stratos Wealth Partners
Ohio
$265万 -$6,528 -117 -0.2%
CFM Wealth Partners
162
CFM Wealth Partners
Texas
$263万 – – –
Curi RMB Capital
163
Curi RMB Capital
Illinois
$258万 -$18万 -3,230 -7%
SC
164
Searle & Co
Connecticut
$256万 +$162万 +29,000 +177%
Crescent Grove Advisors
165
Crescent Grove Advisors
Illinois
$256万 +$45.7万 +8,197 +22%
National Philanthropic Trust
166
National Philanthropic Trust
Pennsylvania
$254万 +$112万 +20,102 +80%
Parkside Financial Bank & Trust
167
Parkside Financial Bank & Trust
Missouri
$244万 -$2.73万 -489 -1%
Zurich Insurance Group
168
Zurich Insurance Group
Switzerland
$239万 – – –
Ameriprise
169
Ameriprise
Minnesota
$236万 +$35.3万 +6,328 +18%
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$235万 +$4.9万 +878 +2%
Bahl & Gaynor
171
Bahl & Gaynor
Ohio
$232万 – – –
KeyBank National Association
172
KeyBank National Association
Ohio
$231万 -$11.2万 -2,000 -5%
Caprock Group
173
Caprock Group
Idaho
$221万 +$1.76万 +316 +0.8%
Pekin Hardy Strauss
174
Pekin Hardy Strauss
Illinois
$220万 +$223 +4 +0%
Fourpath Capital Management
175
Fourpath Capital Management
Oklahoma
$220万 – – –