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名前 保有額 取引額 株数
増減
保有比率の
変化
Prota Financial
2176
Prota Financial
Texas
$60.9万 +$6.12万 +409 +10%
Sippican Capital Advisors
2177
Sippican Capital Advisors
Massachusetts
$60.8万 – – –
Trueblood Wealth Management
2178
Trueblood Wealth Management
Ohio
$60.8万 +$5,981 +40 +0.9%
KMWM
2179
Keudell/Morrison Wealth Management
Oregon
$60.6万 -$1.81万 -121 -3%
Silvia McColl Wealth Management
2180
Silvia McColl Wealth Management
California
$60.6万 – – –
CAM
2181
CPA Asset Management
Florida
$60.6万 -$8.97万 -600 -12%
D.B. Root & Company
2182
D.B. Root & Company
Pennsylvania
$60.5万 -$6.67万 -446 -9%
Blue Zone Wealth Advisors
2183
Blue Zone Wealth Advisors
California
$60.4万 – – –
Eagle Harbor Asset Management
2184
Eagle Harbor Asset Management
Washington
$60.2万 +$2.44万 +163 +4%
Falcon Wealth Planning
2185
Falcon Wealth Planning
California
$60.2万 -$11.8万 -789 -15%
Financial Engines Advisors
2186
Financial Engines Advisors
California
$60.1万 +$11.4万 +761 +21%
Waycross Partners
2187
Waycross Partners
Kentucky
$60万 – – –
Tarbox Family Office
2188
Tarbox Family Office
California
$60万 – – –
Cottonwood Capital Advisors
2189
Cottonwood Capital Advisors
Utah
$59.7万 – – –
Wealth Dimensions Group
2190
Wealth Dimensions Group
Ohio
$59.6万 +$4.13万 +276 +7%
Aventura Private Wealth
2191
Aventura Private Wealth
Florida
$59.5万 +$4.16万 +278 +7%
Advisory Advocates
2192
Advisory Advocates
Michigan
$59.5万 -$11万 -739 -14%
Howard Capital Management Group
2193
Howard Capital Management Group
California
$59.5万 – – –
AMI Investment Management
2194
AMI Investment Management
Indiana
$59.3万 -$6.24万 -417 -9%
Tower View Wealth Management
2195
Tower View Wealth Management
Wisconsin
$59.2万 -$8.24万 -551 -11%
Clear Harbor Asset Management
2196
Clear Harbor Asset Management
Connecticut
$59.1万 -$45.3万 -3,029 -41%
Signature Wealth Management Partners
2197
Signature Wealth Management Partners
New Jersey
$59万 – – –
Auxano Advisors
2198
Auxano Advisors
Washington
$59万 -$1.05万 -70 -2%
NWF Advisory Services
2199
NWF Advisory Services
California
$58.9万 -$748 -5 -0.1%
WrapManager Inc
2200
WrapManager Inc
California
$58.9万 -$3.18万 -213 -5%