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
RCM
1001
RMR Capital Management
California
$34.5万 – – –
SYM Financial Corp
1002
SYM Financial Corp
Indiana
$34.4万 +$33.1万 +3,500 新規
Founders Financial Alliance
1003
Founders Financial Alliance
North Carolina
$34万 +$2.91万 +307 +10%
FAS Wealth Partners
1004
FAS Wealth Partners
Kansas
$33.9万 -$5.6万 -592 -15%
Strategy Asset Managers
1005
Strategy Asset Managers
California
$33.9万 +$1.6万 +169 +5%
TCV Trust & Wealth Management
1006
TCV Trust & Wealth Management
Virginia
$33.8万 – – –
Mountain Pacific Investment Advisers
1007
Mountain Pacific Investment Advisers
Idaho
$33.7万 – – –
MCF Advisors
1008
MCF Advisors
Kentucky
$33.7万 – – –
HWMG
1009
Hurlow Wealth Management Group
Indiana
$33.4万 -$3,691 -39 -1%
Professional Advisory Services
1010
Professional Advisory Services
Florida
$33.4万 – – –
PWM
1011
Palumbo Wealth Management
New York
$33.4万 -$1.46万 -154 -4%
SevenBridge Financial Group
1012
SevenBridge Financial Group
Pennsylvania
$33.3万 – – –
RMP
1013
Richards, Merrill & Peterson
Washington
$33.1万 -$6.03万 -637 -16%
Saratoga Research & Investment Management
1014
Saratoga Research & Investment Management
California
$32.9万 -$5.06万 -535 -14%
FB
1015
Finward Bancorp
Indiana
$32.9万 – – –
EP
1016
Essential Partners
California
$32.8万 +$12.4万 +1,313 +65%
FA
1017
FDx Advisors
Illinois
$32.7万 -$6.27万 -663 -17%
TRB Wealth Management
1018
TRB Wealth Management
Texas
$32.7万 +$31.4万 +3,321 新規
OFI Invest Asset Management
1019
OFI Invest Asset Management
France
$32.5万 +$10.7万 +1,133 +43%
Catalyst Funds Management
1020
Catalyst Funds Management
Australia
$32.4万 -$73.3万 -7,749 -70%
DAM
1021
Directional Asset Management
Illinois
$32.4万 -$2.96万 -313 -9%
Procyon Advisors
1022
Procyon Advisors
Connecticut
$32.3万 +$9,084 +96 +3%
RTC
1023
Riverview Trust Company
Washington
$32.2万 – – –
Avidian Wealth Enterprises
1024
Avidian Wealth Enterprises
Texas
$32.2万 -$2.13万 -225 -6%
GPW
1025
Genesis Private Wealth
Virginia
$32.2万 -$8,422 -89 -3%