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Morgan Stanley

名前 保有額 取引額 株数
増減
保有比率の
変化
Stone House Investment Management
1926
Stone House Investment Management
Pennsylvania
$42万 +$38.2万 +1,929 +2,411%
LT
1927
Legacy Trust
Michigan
$41.9万 +$1.47万 +74 +4%
Consilio Wealth Advisors
1928
Consilio Wealth Advisors
Washington
$41.9万 +$6,337 +32 +2%
Investment Partners Asset Management
1929
Investment Partners Asset Management
New Jersey
$41.9万 – – –
Lifestyle Asset Management
1930
Lifestyle Asset Management
Texas
$41.8万 -$2,574 -13 -0.6%
BlackDiamond Wealth Management
1931
BlackDiamond Wealth Management
New York
$41.8万 +$2.28万 +115 +6%
Parkside Investments
1932
Parkside Investments
Illinois
$41.8万 -$29.7万 -1,500 -43%
Ehrenkranz Partners
1933
Ehrenkranz Partners
New York
$41.8万 – – –
RTM
1934
RH Tailwind Management
Pennsylvania
$41.8万 +$39.6万 +2,000 新規
Western Financial Corp
1935
Western Financial Corp
California
$41.8万 +$39.6万 +2,000 新規
Koss-Olinger Consulting
1936
Koss-Olinger Consulting
Florida
$41.8万 +$1,980 +10 +0.5%
LeConte Wealth Management
1937
LeConte Wealth Management
Tennessee
$41.8万 -$1.09万 -55 -3%
Odyssey Capital Advisors
1938
Odyssey Capital Advisors
Pennsylvania
$41.8万 -$8,317 -42 -2%
Prepared Retirement Institute
1939
Prepared Retirement Institute
Pennsylvania
$41.7万 – – –
Laidlaw Wealth Management
1940
Laidlaw Wealth Management
New York
$41.7万 +$39.5万 +1,997 新規
SEP
1941
Southland Equity Partners
Missouri
$41.5万 +$7,723 +39 +2%
Stonebrook Private
1942
Stonebrook Private
Michigan
$41.4万 +$2.06万 +104 +6%
WA
1943
WP Advisors
California
$41.4万 +$1,980 +10 +0.5%
Sunpointe
1944
Sunpointe
Missouri
$41.4万 -$6,931 -35 -2%
Commonwealth Financial Services
1945
Commonwealth Financial Services
West Virginia
$41.3万 +$3,961 +20 +1%
Tempo Wealth
1946
Tempo Wealth
Ohio
$41.2万 +$1.9万 +96 +5%
Journey Advisory Group
1947
Journey Advisory Group
Kentucky
$41.2万 +$6.52万 +329 +20%
VST
1948
Van Strum & Towne
California
$41.1万 -$7.43万 -375 -16%
C.M. Bidwell & Associates
1949
C.M. Bidwell & Associates
Hawaii
$41万 +$5.11万 +258 +15%
Wealth Alliance
1950
Wealth Alliance
New York
$40.9万 +$4,753 +24 +1%