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名前 保有額 取引額 株数
増減
保有比率の
変化
Smith Salley Wealth Management
2026
Smith Salley Wealth Management
North Carolina
$39.1万 +$4.05万 +297 +10%
Alliance Wealth Advisors (Pennsylvania)
2027
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$39万 – – –
Canal Capital Management
2028
Canal Capital Management
Virginia
$39万 -$14.3万 -1,050 -24%
BostonPremier Wealth
2029
BostonPremier Wealth
Massachusetts
$39万 +$5.73万 +420 +14%
Chemistry Wealth Management
2030
Chemistry Wealth Management
New York
$38.9万 – – –
Everest Financial Group
2031
Everest Financial Group
Minnesota
$38.7万 +$22.5万 +1,651 +99%
OIA
2032
Oakmont Investment Advisors
Pennsylvania
$38.6万 +$45.2万 +3,310 新規
Intrepid Capital Management
2033
Intrepid Capital Management
Florida
$38.6万 +$9,549 +70 +2%
OneAscent Investment Solutions
2034
OneAscent Investment Solutions
Alabama
$38.5万 -$8.25万 -605 -15%
CSI
2035
Cross Staff Investments
New York
$38.5万 – – –
GBFG
2036
Gerald Baker Financial Group
Texas
$38.4万 +$8,867 +65 +2%
Sovereign Financial Group
2037
Sovereign Financial Group
Connecticut
$38.4万 -$6,275 -46 -1%
Atlantic Union Bankshares
2038
Atlantic Union Bankshares
Virginia
$38.2万 -$1,910 -14 -0.4%
Novem Group
2039
Novem Group
New York
$38.2万 +$4.9万 +359 +12%
PCG
2040
PFC Capital Group
California
$38.1万 +$6,821 +50 +2%
Granite Bay Wealth Management
2041
Granite Bay Wealth Management
New Hampshire
$38.1万 +$44.5万 +3,263 新規
TRUE Private Wealth Advisors
2042
TRUE Private Wealth Advisors
Oregon
$38万 +$8,458 +62 +2%
OF
2043
Outfitter Financial
Maine
$37.9万 +$6,821 +50 +2%
Southeast Asset Advisors
2044
Southeast Asset Advisors
Georgia
$37.9万 +$4.08万 +299 +10%
Petros Family Wealth
2045
Petros Family Wealth
Minnesota
$37.8万 +$9,276 +68 +2%
Gemmer Asset Management
2046
Gemmer Asset Management
California
$37.6万 -$3,138 -23 -0.7%
denkapparat Operations
2047
denkapparat Operations
Germany
$37.5万 +$18万 +1,320 +70%
Clark Financial Services Group
2048
Clark Financial Services Group
Missouri
$37.4万 +$6.18万 +453 +16%
Arista Wealth Management
2049
Arista Wealth Management
Nevada
$37.4万 -$13.8万 -1,009 -24%
Real Talk Capital
2050
Real Talk Capital
Tennessee
$37.4万 +$7.8万 +572 +22%