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名前 保有額 取引額 株数
増減
保有比率の
変化
Integris Wealth Management
2976
Integris Wealth Management
California
$27.8万 +$2.75万 +152 +9%
Independent Family Office
2977
Independent Family Office
New York
$27.6万 – – –
Vanguard Capital Wealth Advisors
2978
Vanguard Capital Wealth Advisors
Colorado
$27.6万 – – –
Able Wealth Management
2979
Able Wealth Management
New Jersey
$27.6万 +$38.7万 +2,138 新規
Acropolis Investment Management
2980
Acropolis Investment Management
Missouri
$27.5万 +$4.64万 +256 +16%
CWMA
2981
Capstone Wealth Management (Alabama)
Alabama
$27.4万 +$33.8万 +1,867 新規
Precedent Wealth Partners
2982
Precedent Wealth Partners
Texas
$27.3万 +$6.98万 +385 +26%
Adapt Wealth Advisors
2983
Adapt Wealth Advisors
Georgia
$27.3万 – – –
Golden Road Advisors
2984
Golden Road Advisors
Florida
$27.3万 +$3.19万 +176 +10%
Topsail Wealth Management
2985
Topsail Wealth Management
North Carolina
$27.2万 -$8,880 -49 -3%
Carson Advisory
2986
Carson Advisory
Georgia
$27.1万 +$3,081 +17 +0.9%
Osterweis Capital Management
2987
Osterweis Capital Management
California
$27万 – – –
Storen Legacy Partners
2988
Storen Legacy Partners
Indiana
$27万 -$3,806 -21 -1%
Grandview Asset Management
2989
Grandview Asset Management
Pennsylvania
$27万 +$2.45万 +135 +8%
Brown Miller Wealth Management
2990
Brown Miller Wealth Management
Virginia
$26.9万 – – –
S.E.E.D. Planning Group
2991
S.E.E.D. Planning Group
New York
$26.9万 +$1.63万 +90 +5%
Breachway Investments
2992
Breachway Investments
Rhode Island
$26.8万 – – –
Affinity Investment Advisors
2993
Affinity Investment Advisors
California
$26.8万 +$33.1万 +1,829 新規
BWM
2994
Brown Wealth Management
Illinois
$26.7万 +$5,799 +32 +2%
GW&K Investment Management
2995
GW&K Investment Management
Massachusetts
$26.7万 +$3.59万 +198 +12%
Clarus Group
2996
Clarus Group
Texas
$26.6万 +$181 +1 +0.1%
JMN Financial
2997
JMN Financial
Ohio
$26.6万 +$1,269 +7 +0.4%
JWM
2998
Johnson Wealth Management
North Dakota
$26.6万 +$7,793 +43 +2%
Mission Creek Capital Partners
2999
Mission Creek Capital Partners
California
$26.6万 -$8.48万 -468 -20%
Buttonwood Financial Advisors
3000
Buttonwood Financial Advisors
Maryland
$26.6万 -$1.16万 -64 -3%