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名前 保有額 取引額 株数
増減
保有比率の
変化
Bartlett & Co Wealth Management
1926
Bartlett & Co Wealth Management
Ohio
$12.6万 +$1.69万 +171 +16%
Dunhill Financial
1927
Dunhill Financial
United Kingdom
$12.5万 -$1,782 -18 -1%
Advisornet Financial
1928
Advisornet Financial
Minnesota
$12.4万 -$6,040 -61 -5%
Essential Partners
1929
Essential Partners
California
$12.2万 -$79万 -7,976 -87%
Virtus ETF Advisers
1930
Virtus ETF Advisers
New York
$12.2万 -$4,455 -45 -4%
Hazlett, Burt & Watson
1931
Hazlett, Burt & Watson
West Virginia
$11.9万 -$1,980 -20 -2%
Cornerstone Planning Group
1932
Cornerstone Planning Group
New Jersey
$11.9万 +$5.28万 +533 +75%
SMA Capital
1933
SMA Capital
New York
$11.9万 +$11.8万 +1,195 新規
Munich Reinsurance
1934
Munich Reinsurance
$11.5万 -$474万 -47,872 -98%
FNY Investment Advisers
1935
FNY Investment Advisers
New York
$11.3万 +$9.9万 +996 +664%
SOA Wealth Advisors
1936
SOA Wealth Advisors
New York
$11万 -$112万 -11,309 -91%
Bogart Wealth LLC
1937
Bogart Wealth LLC
Virginia
$10.8万 +$6.3万 +636 +142%
Investors Portfolio Services
1938
Investors Portfolio Services
Washington
$10.7万 +$10.1万 +1,021 +1,891%
MAM
1939
Morse Asset Management
Connecticut
$10.6万 +$1.1万 +111 +12%
Islay Capital Management
1940
Islay Capital Management
Texas
$10.6万 +$10.5万 +1,063 新規
1620 Investment Advisors
1941
1620 Investment Advisors
Massachusetts
$10.5万 +$5.53万 +559 +111%
Strive Financial Group
1942
Strive Financial Group
Indiana
$10.4万 +$8.75万 +884 +539%
MCF Advisors
1943
MCF Advisors
Kentucky
$10.1万 -$1.08万 -109 -10%
CFSG
1944
Community Financial Services Group
Vermont
$10万 -$448万 -45,229 -98%
EP
1945
Elkhorn Partners
Nebraska
$9.9万 -$2.97万 -300 -23%
DiNuzzo Private Wealth
1946
DiNuzzo Private Wealth
Pennsylvania
$9.9万 -$2,277 -23 -2%
Wellington Shields Capital Management
1947
Wellington Shields Capital Management
New York
$9.9万 +$9.9万 +1,000 新規
APFP
1948
Action Point Financial Planning
Michigan
$9.9万 +$5.16万 +521 新規
SIM
1949
Synergy Investment Management
Florida
$9.7万 +$3.73万 +377 +68%
SHP Wealth Management
1950
SHP Wealth Management
Massachusetts
$9.7万 -$7,525 -76 -7%