で公開中です! 詳しく見る
名前 保有額 取引額 株数
増減
保有比率の
変化
Creative Financial Designs
2026
Creative Financial Designs
Indiana
$4.37万 +$1.93万 +195 +80%
TCOT
2027
Trust Company of Toledo
Ohio
$4.32万 -$5万 -505 -54%
WCM
2028
Winthrop Capital Management
Indiana
$4.3万 +$4.26万 +430 新規
RMG Wealth Management
2029
RMG Wealth Management
Wisconsin
$4.25万 -$1,386 -14 -4%
Capital Advisors Ltd
2030
Capital Advisors Ltd
Ohio
$4.1万 -$1万 -101 -20%
JTBR
2031
James T. Borello RIA
Illinois
$4.08万 -$1,782 -18 -4%
Plante Moran Financial Advisors
2032
Plante Moran Financial Advisors
Michigan
$4.03万 +$2.29万 +231 +132%
PWMG
2033
Prestige Wealth Management Group
New Jersey
$3.97万 -$1.37万 -138 -26%
API
2034
Asset Planning Inc
California
$3.97万 +$9,901 +100 +33%
FFO
2035
Fortitude Family Office
Arizona
$3.95万 +$2.56万 +259 +186%
WAG
2036
Wilkerson Advisory Group
Missouri
$3.86万 +$2,178 +22 +6%
NF
2037
Napier Financial
Massachusetts
$3.82万 -$5.54万 -560 -59%
MSG
2038
Main Street Group
Virginia
$3.82万 – – –
First Command Advisory Services
2039
First Command Advisory Services
Texas
$3.75万 +$1.02万 +103 +37%
Rational Advisors
2040
Rational Advisors
New York
$3.72万 -$185万 -18,664 -98%
BLC
2041
Brown, Lisle/Cummings
Rhode Island
$3.59万 +$891 +9 +3%
SWIM
2042
Smallwood Wealth Investment Management
New Jersey
$3.57万 – – –
CA
2043
Centerpoint Advisors
Massachusetts
$3.5万 – – –
SC
2044
Solstein Capital
California
$3.47万 – – –
SA
2045
Strategic Advocates
Utah
$3.43万 -$2.33万 -235 -41%
DF
2046
Downshift Financial
Colorado
$3.42万 +$3.41万 +344 新規
AW
2047
Avion Wealth
Texas
$3.4万 -$5,743 -58 -14%
Trust Company
2048
Trust Company
Kansas
$3.37万 +$2,475 +25 +8%
JGCM
2049
Joseph Group Capital Management
Ohio
$3.36万 -$2,772 -28 -8%
MFC
2050
Mechanics Financial Corp
Ohio
$3.35万 +$198 +2 +0.6%