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名前 保有額 取引額 株数
増減
保有比率の
変化
Warner Group
2026
Warner Group
Connecticut
$75.7万 +$47.4万 +5,378 +103%
Financial Advisors Network
2027
Financial Advisors Network
California
$75.7万 +$7.71万 +875 +9%
Capital Group Private Client Services
2028
Capital Group Private Client Services
California
$75.7万 -$308万 -34,946 -77%
Linscomb Wealth
2029
Linscomb Wealth
Texas
$75.7万 -$3.4万 -386 -4%
Wealth Architects
2030
Wealth Architects
California
$75.3万 +$53.5万 +6,070 +136%
Bryn Mawr Capital Management
2031
Bryn Mawr Capital Management
Pennsylvania
$75.2万 -$8.32万 -945 -8%
Armstrong Fleming & Moore
2032
Armstrong Fleming & Moore
District of Columbia
$75.2万 – – –
G2 Capital Management
2033
G2 Capital Management
Ohio
$75.1万 +$1,849 +21 +0.2%
Rossmore Private Capital
2034
Rossmore Private Capital
Connecticut
$75.1万 +$5,901 +67 +0.6%
State of Wyoming
2035
State of Wyoming
Wyoming
$75万 +$5.45万 +619 +6%
BBES
2036
Buffalo Business & Estate Services
New York
$75万 -$2130万 -241,837 解消
Mine & Arao Wealth Creation & Management
2037
Mine & Arao Wealth Creation & Management
California
$74.9万 -$6,869 -78 -0.7%
Stonebrook Private
2038
Stonebrook Private
Michigan
$74.9万 -$6.2万 -704 -6%
Capital Advisors Wealth Management
2039
Capital Advisors Wealth Management
Washington
$74.8万 -$2.52万 -286 -3%
Elevate Capital Advisors
2040
Elevate Capital Advisors
Colorado
$74.8万 +$92.3万 +10,482 新規
Raab & Moskowitz Asset Management
2041
Raab & Moskowitz Asset Management
New Jersey
$74.7万 -$1.1万 -125 -1%
Endowment Wealth Management
2042
Endowment Wealth Management
Wisconsin
$74.7万 -$24万 -2,720 -21%
PFG Private Wealth Management
2043
PFG Private Wealth Management
Florida
$74.7万 +$7.53万 +855 +9%
Tannin Capital
2044
Tannin Capital
North Carolina
$74.7万 +$11.7万 +1,331 +15%
Baron Wealth Management
2045
Baron Wealth Management
Michigan
$74.6万 -$12万 -1,366 -12%
Net Worth Advisory Group
2046
Net Worth Advisory Group
Utah
$74.5万 -$55.1万 -6,254 -37%
CPA
2047
Capital Performance Advisors
California
$74.5万 -$109万 -12,384 -54%
Connecticut Wealth Management
2048
Connecticut Wealth Management
Connecticut
$74.5万 +$7.95万 +903 +9%
Lantern Wealth Advisors
2049
Lantern Wealth Advisors
New York
$74.4万 +$88 +1 +0%
Abel Hall LLC
2050
Abel Hall LLC
Louisiana
$74.1万 -$21.3万 -2,421 -19%