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名前 保有額 取引額 株数
増減
保有比率の
変化
Burton Enright Welch
4001
Burton Enright Welch
California
$310万 -$4.45万 -110 -1%
Pacific Point Advisors
4002
Pacific Point Advisors
California
$310万 -$31.8万 -787 -9%
Clarus Wealth Advisors
4003
Clarus Wealth Advisors
Arizona
$310万 +$48.6万 +1,202 +17%
Rede Wealth
4004
Rede Wealth
Virginia
$310万 +$7,687 +19 +0.2%
BankPlus Wealth Management
4005
BankPlus Wealth Management
Mississippi
$310万 +$11.1万 +274 +3%
CL
4006
CIM LLC
New York
$310万 -$54.6万 -1,350 -14%
Pecaut & Co
4007
Pecaut & Co
Iowa
$310万 -$1.42万 -35 -0.4%
Rockbridge Investment Management
4008
Rockbridge Investment Management
New York
$309万 +$6,069 +15 +0.2%
Carson Advisory
4009
Carson Advisory
Georgia
$308万 +$8.33万 +206 +3%
Millington Financial Advisors
4010
Millington Financial Advisors
Illinois
$307万 +$1.98万 +49 +0.6%
Olistico Wealth
4011
Olistico Wealth
Oklahoma
$306万 -$13.5万 -334 -4%
Argo Wealth Advisory
4012
Argo Wealth Advisory
Virginia
$306万 -$2.59万 -64 -0.8%
Oliver Luxxe Assets
4013
Oliver Luxxe Assets
New Jersey
$305万 +$2.02万 +50 +0.6%
PFA
4014
Professional Financial Advisors
Nebraska
$305万 +$26.6万 +657 +9%
LeConte Wealth Management
4015
LeConte Wealth Management
Tennessee
$305万 +$10.2万 +252 +3%
SPI
4016
Sutton Place Investors
New York
$304万 +$9.43万 +233 +3%
Challenger Wealth Management
4017
Challenger Wealth Management
California
$304万 -$10.6万 -261 -3%
Alexander Randolph Advisory
4018
Alexander Randolph Advisory
Virginia
$304万 +$54.3万 +1,341 +20%
Aperture Investors
4019
Aperture Investors
New York
$304万 – – –
FWG Holdings
4020
FWG Holdings
Florida
$303万 +$15.6万 +385 +5%
Fidelity D&D Bancorp
4021
Fidelity D&D Bancorp
Pennsylvania
$303万 +$13.8万 +340 +4%
Paces Ferry Wealth Advisors
4022
Paces Ferry Wealth Advisors
Georgia
$303万 +$3.12万 +77 +1%
Encompass More Asset Management
4023
Encompass More Asset Management
California
$302万 -$19.2万 -475 -6%
DecisionMap Wealth Management
4024
DecisionMap Wealth Management
Virginia
$302万 +$19.8万 +490 +6%
MRA Advisory Group
4025
MRA Advisory Group
New Jersey
$302万 -$190万 -4,697 -37%