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名前 保有額 取引額 株数
増減
保有比率の
変化
FreeGulliver LLC
4501
FreeGulliver LLC
Louisiana
$207万 +$37.2万 +919 +20%
Cornerstone Planning Group
4502
Cornerstone Planning Group
New Jersey
$206万 -$2.67万 -66 -1%
Sterling Group Wealth Management
4503
Sterling Group Wealth Management
California
$206万 -$9.22万 -228 -4%
M1 Capital Management
4504
M1 Capital Management
Michigan
$206万 +$26.6万 +658 +14%
Orgel Wealth Management
4505
Orgel Wealth Management
Wisconsin
$206万 +$7.73万 +191 +4%
CMANY
4506
Capital Management Associates (New York)
New York
$205万 – – –
Verus Financial Partners
4507
Verus Financial Partners
Virginia
$205万 +$21万 +519 +10%
Riverpoint Wealth Management Holdings
4508
Riverpoint Wealth Management Holdings
Illinois
$205万 -$1.9万 -47 -0.8%
Selective Wealth Management
4509
Selective Wealth Management
Virginia
$205万 +$6.8万 +168 +3%
Creative Capital Management Investments
4510
Creative Capital Management Investments
California
$205万 +$53.1万 +1,312 +31%
Taylor Securities Services
4511
Taylor Securities Services
Pennsylvania
$205万 +$4,046 +10 +0.2%
Endowment Wealth Management
4512
Endowment Wealth Management
Wisconsin
$205万 +$7.69万 +190 +4%
Gilpin Wealth Management
4513
Gilpin Wealth Management
Colorado
$204万 -$1.5万 -37 -0.7%
Rather & Kittrell
4514
Rather & Kittrell
Tennessee
$204万 +$36.6万 +904 +20%
Investmark Advisory Group
4515
Investmark Advisory Group
Connecticut
$204万 +$2.51万 +62 +1%
Financial Harvest
4516
Financial Harvest
Florida
$204万 +$20.7万 +511 +10%
Winton Group
4517
Winton Group
United Kingdom
$204万 -$1603万 -39,619 -88%
Eads & Heald Wealth Management
4518
Eads & Heald Wealth Management
Georgia
$204万 -$16.3万 -402 -7%
Level Wealth Management
4519
Level Wealth Management
North Carolina
$204万 – – –
Langley Wealth Management
4520
Langley Wealth Management
Mississippi
$204万 +$221万 +5,468 新規
MWS
4521
MFA Wealth Services
California
$204万 +$5.1万 +126 +2%
Targeted Financial Services
4522
Targeted Financial Services
Florida
$204万 +$40.7万 +1,006 +23%
Bell Investment Advisors
4523
Bell Investment Advisors
California
$204万 -$2.27万 -56 -1%
CMG Global Holdings
4524
CMG Global Holdings
Texas
$204万 -$3,237 -8 -0.1%
Capital Square
4525
Capital Square
Tennessee
$204万 +$84万 +2,075 +65%