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
Black Diamond Financial
2201
Black Diamond Financial
Maryland
$58.7万 +$9,420 +63 +1%
WFA
2202
WJ Financial Advisors
Connecticut
$58.6万 -$1,495 -10 -0.2%
QA
2203
Quattro Advisors
Pennsylvania
$58.6万 +$9.8万 +653 +18%
PWP
2204
Phillips Wealth Planners
Mississippi
$58.6万 +$3.32万 +222 +6%
Clearstead Trust
2205
Clearstead Trust
Maine
$58.6万 -$24.9万 -1,668 -28%
Washington Trust Bank
2206
Washington Trust Bank
Washington
$58.3万 -$6.58万 -440 -9%
Personal CFO Solutions
2207
Personal CFO Solutions
New Jersey
$58.1万 +$3.2万 +214 +5%
WCM
2208
Winebrenner Capital Management
Kentucky
$58.1万 +$1.12万 +75 +2%
SLA
2209
Silver Lake Advisory
Utah
$58万 -$4.13万 -276 -6%
Perennial Advisors
2210
Perennial Advisors
New York
$57.9万 +$598 +4 +0.1%
CAM
2211
Councilmark Asset Management
Tennessee
$57.9万 – – –
Liberty Wealth Management
2212
Liberty Wealth Management
California
$57.8万 – – –
HFO
2213
Heritage Family Offices
Arizona
$57.6万 -$39.3万 -2,626 -38%
PEWA
2214
Pacific Excel Wealth Advisors
California
$57.6万 +$63.6万 +4,252 新規
Voya Financial Advisors
2215
Voya Financial Advisors
Connecticut
$57.5万 -$5.74万 -384 -8%
NERM
2216
New England Research & Management
Illinois
$57.5万 -$1.87万 -125 -3%
First Heartland Consultants
2217
First Heartland Consultants
Missouri
$57.4万 +$9,420 +63 +2%
AW
2218
Atlas Wealth
Ohio
$57.4万 -$1,794 -12 -0.3%
D'Orazio & Associates
2219
D'Orazio & Associates
Virginia
$57.4万 -$4.16万 -278 -6%
Armstrong Advisory Group
2220
Armstrong Advisory Group
Massachusetts
$57.2万 -$1.23万 -82 -2%
BWA
2221
Basecamp Wealth Advisors
Washington
$57.2万 -$598 -4 -0.1%
Weatherly Asset Management
2222
Weatherly Asset Management
California
$57.2万 +$6,430 +43 +1%
GB
2223
Goepper Burkhardt
South Carolina
$57.1万 -$5.61万 -375 -8%
TC
2224
TwinBeech Capital
New York
$56.9万 +$43万 +2,874 +216%
Fiduciary Financial Group
2225
Fiduciary Financial Group
California
$56.9万 +$37.5万 +2,507 +148%