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名前 保有額 取引額 株数
増減
保有比率の
変化
Jacobson & Schmitt Advisors
2201
Jacobson & Schmitt Advisors
Wisconsin
$1260万 -$382万 -9,453 -22%
Bedel Financial Consulting
2202
Bedel Financial Consulting
Indiana
$1259万 +$2.1万 +52 +0.2%
SGL Investment Advisors
2203
SGL Investment Advisors
Montana
$1258万 +$42.1万 +1,041 +4%
KPP Advisory Services
2204
KPP Advisory Services
Kentucky
$1255万 -$26.2万 -647 -2%
SOA Wealth Advisors
2205
SOA Wealth Advisors
New York
$1254万 +$1029万 +25,426 +33%
First Bankers Trust
2206
First Bankers Trust
Kentucky
$1252万 -$6.19万 -153 -0.5%
Biltmore Family Office
2207
Biltmore Family Office
North Carolina
$1250万 -$29.9万 -740 -2%
Laurel Oak Wealth Management
2208
Laurel Oak Wealth Management
New Jersey
$1250万 -$6.76万 -167 -0.5%
Destiny Wealth Partners
2209
Destiny Wealth Partners
Florida
$1249万 -$599万 -14,815 -36%
Citizens Business Bank
2210
Citizens Business Bank
California
$1245万 -$1.58万 -39 -0.1%
EIM
2211
Ervin Investment Management
Washington
$1244万 +$9.47万 +234 +0.7%
DRD
2212
Dennis R. Delaney
$1244万 -$5.34万 -132 -0.4%
Palumbo Wealth Management
2213
Palumbo Wealth Management
New York
$1243万 +$401万 +9,917 +42%
Harbour Investment Management
2214
Harbour Investment Management
Washington
$1243万 -$16.4万 -405 -1%
Louisbourg Investments
2215
Louisbourg Investments
New Brunswick, Canada
$1243万 -$60.4万 -1,493 -3%
San Luis Wealth Advisors
2216
San Luis Wealth Advisors
California
$1242万 +$179万 +4,412 +15%
Acumen Wealth Advisors
2217
Acumen Wealth Advisors
Tennessee
$1240万 -$174万 -4,303 -11%
Once Capital Management
2218
Once Capital Management
New York
$1238万 – – –
OneAscent Financial Services
2219
OneAscent Financial Services
Alabama
$1237万 +$76.8万 +1,897 +6%
PGIM Custom Harvest
2220
PGIM Custom Harvest
New Jersey
$1237万 +$116万 +2,862 +9%
Tulsa Wealth Advisors
2221
Tulsa Wealth Advisors
Oklahoma
$1235万 +$101万 +2,487 +8%
RV Capital
2222
RV Capital
Switzerland
$1235万 +$319万 +7,880 +31%
AAM
2223
AR Asset Management
California
$1235万 – – –
Builder Investment Group
2224
Builder Investment Group
Georgia
$1235万 +$11万 +271 +0.8%
SP
2225
Saranac Partners
$1234万 +$175万 +4,335 +15%