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名前 保有額 取引額 株数
増減
保有比率の
変化
UB
901
Umpqua Bank
Oregon
$92.4万 +$1.97万 +139 +2%
CPW
902
Crestmont Private Wealth
Texas
$92.3万 +$96.6万 +6,816 新規
EverSource Wealth Advisors
903
EverSource Wealth Advisors
Alabama
$92.2万 -$8.14万 -574 -8%
James Investment Research
904
James Investment Research
Ohio
$91.5万 -$2.42万 -171 -2%
Insigneo Advisory Services
905
Insigneo Advisory Services
Florida
$90.6万 +$14.4万 +1,015 +18%
LAIC
906
Lederer & Associates Investment Counsel
California
$90.3万 – – –
Kathmere Capital Management
907
Kathmere Capital Management
Pennsylvania
$90万 +$6.9万 +487 +8%
Gateway Wealth Partners
908
Gateway Wealth Partners
Wisconsin
$89.4万 -$16万 -1,129 -15%
AWM
909
Athena Wealth Management
Nevada
$89.4万 -$3.74万 -264 -4%
Frank Rimerman Advisors
910
Frank Rimerman Advisors
California
$88.9万 +$5.81万 +410 +7%
Ramirez Asset Management
911
Ramirez Asset Management
New York
$88.2万 -$284 -2 -0%
GWP
912
Gen-Wealth Partners
Michigan
$88万 +$18.7万 +1,322 +26%
Graham Capital Management
913
Graham Capital Management
Connecticut
$87.6万 +$3.76万 +265 +4%
Nations Financial Group
914
Nations Financial Group
Iowa
$87.1万 +$6.34万 +447 +7%
WAG
915
Wiser Advisor Group
Arizona
$87万 -$3.52万 -248 -4%
Capstone Investment Advisors
916
Capstone Investment Advisors
New York
$87万 +$44.6万 +3,144 +96%
Bank of Hawaii
917
Bank of Hawaii
Hawaii
$87万 -$7.15万 -504 -7%
CreativeOne Wealth
918
CreativeOne Wealth
Kansas
$86.6万 -$22.1万 -1,561 -20%
Jamison Private Wealth Management
919
Jamison Private Wealth Management
Georgia
$85.7万 +$15.8万 +1,116 +21%
CenterBook Partners
920
CenterBook Partners
Connecticut
$85.6万 +$89.6万 +6,322 新規
Hendershot Investments
921
Hendershot Investments
Virginia
$84.8万 – – –
WC
922
Waterloo Capital
Texas
$84.7万 +$1.89万 +133 +2%
Meridian Wealth Management
923
Meridian Wealth Management
Kentucky
$84.3万 +$2.59万 +183 +3%
WG
924
Wellington Group
Indiana
$84.3万 +$18.8万 +1,324 +27%
Focus Partners Advisor Solutions
925
Focus Partners Advisor Solutions
Missouri
$84.3万 -$9.6万 -678 -10%