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名前 保有額 取引額 株数
増減
保有比率の
変化
LFP
2726
Lakeshore Financial Planning
Michigan
$794万 +$19.5万 +481 +2%
Berkeley Inc
2727
Berkeley Inc
Idaho
$793万 +$12.1万 +299 +1%
FCT
2728
Family Capital Trust
Massachusetts
$793万 +$414万 +10,230 +93%
L.J. Altfest & Co
2729
L.J. Altfest & Co
New York
$792万 -$154万 -3,801 -15%
Forum Finance Group
2730
Forum Finance Group
$792万 +$387万 +9,559 +57%
St. Johns Investment Management
2731
St. Johns Investment Management
Florida
$792万 +$33.5万 +827 +4%
Synergy Financial Group
2732
Synergy Financial Group
California
$791万 -$133万 -3,291 -13%
Red Spruce Capital
2733
Red Spruce Capital
Pennsylvania
$791万 +$241万 +5,967 +39%
SmartHarvest Portfolios
2734
SmartHarvest Portfolios
Washington
$789万 -$7,283 -18 -0.1%
First Command Advisory Services
2735
First Command Advisory Services
Texas
$788万 -$191万 -4,717 -18%
Summit Financial Strategies
2736
Summit Financial Strategies
Ohio
$788万 +$1.25万 +31 +0.1%
Baker Tilly Wealth Management
2737
Baker Tilly Wealth Management
Wisconsin
$788万 +$66.8万 +1,650 +8%
Wealth Architects
2738
Wealth Architects
California
$787万 +$19.7万 +488 +2%
CH
2739
Cromwell Holdings
Wyoming
$787万 +$22.5万 +555 +3%
Palogic Value Management
2740
Palogic Value Management
Texas
$787万 +$221万 +5,450 +35%
MW Advisory
2741
MW Advisory
Georgia
$787万 +$853万 +21,088 新規
Stiles Financial Services
2742
Stiles Financial Services
Minnesota
$786万 +$74.3万 +1,836 +10%
Red Cedar Investment Management
2743
Red Cedar Investment Management
Michigan
$786万 – – –
Caliber Wealth Management (Kansas)
2744
Caliber Wealth Management (Kansas)
Kansas
$786万 +$17.6万 +434 +2%
SWP Investment Management
2745
SWP Investment Management
Ohio
$785万 +$31.6万 +780 +4%
Dimension Capital Management
2746
Dimension Capital Management
Florida
$785万 +$338万 +8,353 +66%
Studio Investment Management
2747
Studio Investment Management
Illinois
$784万 +$6.11万 +151 +0.7%
Rainier Family Wealth
2748
Rainier Family Wealth
Washington
$784万 -$23.1万 -571 -3%
Beacon Financial Group
2749
Beacon Financial Group
Texas
$783万 +$33.7万 +832 +4%
Z3 Capital Partners
2750
Z3 Capital Partners
Virginia
$782万 +$67.6万 +1,671 +9%