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名前 保有額 取引額 株数
増減
保有比率の
変化
SLA
3551
Silver Lake Advisory
Utah
$442万 -$13.3万 -328 -3%
Samara Investment Management
3552
Samara Investment Management
Oregon
$442万 -$133万 -3,288 -22%
Taylor Hoffman Capital Management
3553
Taylor Hoffman Capital Management
Virginia
$442万 +$23.8万 +589 +5%
Pacific Excel Wealth Advisors
3554
Pacific Excel Wealth Advisors
California
$442万 +$359万 +8,885 +300%
Heritage Family Offices
3555
Heritage Family Offices
Arizona
$442万 +$35.8万 +884 +8%
Richard W. Paul & Associates
3556
Richard W. Paul & Associates
Michigan
$442万 +$88.6万 +2,190 +23%
Pennington Partners & Co
3557
Pennington Partners & Co
Maryland
$441万 +$27.1万 +671 +6%
BlueDoor Private Wealth
3558
BlueDoor Private Wealth
Massachusetts
$441万 +$3.72万 +92 +0.8%
Anchor Bay Capital
3559
Anchor Bay Capital
California
$441万 +$353万 +8,717 新規
Pine Harbor Wealth Management
3560
Pine Harbor Wealth Management
Maryland
$441万 +$7,283 +18 +0.2%
Advisors Management Group
3561
Advisors Management Group
Wisconsin
$440万 -$40.1万 -991 -8%
Blue Bell Private Wealth Management
3562
Blue Bell Private Wealth Management
Pennsylvania
$440万 +$40.3万 +995 +9%
SLT Holdings
3563
SLT Holdings
Arizona
$440万 -$44.8万 -1,107 -9%
International Private Wealth Advisors
3564
International Private Wealth Advisors
California
$439万 +$138万 +3,419 +41%
Avantra Family Wealth
3565
Avantra Family Wealth
Pennsylvania
$438万 +$21.2万 +525 +5%
Impact Partnership Wealth
3566
Impact Partnership Wealth
Georgia
$438万 +$42.2万 +1,043 +10%
Rooted Wealth Advisors
3567
Rooted Wealth Advisors
Illinois
$438万 +$26.3万 +649 +6%
Abound Wealth Management
3568
Abound Wealth Management
Tennessee
$438万 +$135万 +3,334 +40%
Midwest Professional Planners Ltd (MPPL)
3569
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$437万 -$26.5万 -655 -5%
CrossGen Wealth
3570
CrossGen Wealth
North Carolina
$436万 -$2.91万 -72 -0.6%
Wittenberg Investment Management
3571
Wittenberg Investment Management
Massachusetts
$436万 – – –
APFP
3572
Action Point Financial Planning
Michigan
$436万 +$473万 +11,699 新規
Barrier Capital Management
3573
Barrier Capital Management
California
$436万 -$424万 -10,480 -47%
TrustBank
3574
TrustBank
Illinois
$436万 -$15.8万 -390 -3%
NWA
3575
Northwest Wealth Advisors
Washington
$435万 +$10.1万 +249 +2%