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名前 保有額 取引額 株数
増減
保有比率の
変化
One Wealth Capital Management
401
One Wealth Capital Management
Arizona
$42万 +$41.2万 +3,167 新規
Oppenheimer Asset Management
402
Oppenheimer Asset Management
New York
$41.9万 -$7,933 -61 -2%
BBES
403
Buffalo Business & Estate Services
New York
$41.8万 – – –
ProCore Advisors
404
ProCore Advisors
California
$40.1万 -$1.33万 -102 -3%
Oarsman Capital
405
Oarsman Capital
Wisconsin
$40.1万 – – –
Everence Capital Management
406
Everence Capital Management
Indiana
$39.9万 – – –
Stonebridge Financial Group
407
Stonebridge Financial Group
California
$39.5万 +$38.8万 +2,980 新規
1900 Wealth Management
408
1900 Wealth Management
Texas
$38.8万 +$38万 +2,923 新規
MML Investors Services
409
MML Investors Services
Massachusetts
$38.7万 -$33.3万 -2,560 -47%
Truvestments Capital
410
Truvestments Capital
Florida
$38.3万 +$1,951 +15 +0.5%
KeyBank National Association
411
KeyBank National Association
Ohio
$38万 -$1.73万 -133 -4%
Legacy Advisors
412
Legacy Advisors
Pennsylvania
$37.1万 +$36.3万 +2,793 新規
VisionPoint Advisory Group
413
VisionPoint Advisory Group
Texas
$36.7万 -$2.13万 -164 -6%
InceptionR
414
InceptionR
California
$35.3万 -$22万 -1,688 -39%
Foundations Investment Advisors
415
Foundations Investment Advisors
Arizona
$35万 +$34.3万 +2,639 新規
JDH Wealth Management
416
JDH Wealth Management
California
$34.3万 +$390 +3 +0.1%
Snowden Capital Advisors
417
Snowden Capital Advisors
New York
$34.1万 -$4.72万 -363 -12%
EWA LLC
418
EWA LLC
Pennsylvania
$34万 -$4,161 -32 -1%
D.A. Davidson & Co
419
D.A. Davidson & Co
Montana
$33.6万 +$1.76万 +135 +6%
Walser Wealth Management
420
Walser Wealth Management
Florida
$33.6万 +$32.9万 +2,528 新規
HB Wealth Management
421
HB Wealth Management
Georgia
$33.2万 +$32.5万 +2,498 新規
SCCL
422
Split Creek Capital LLC
Virginia
$33.1万 +$32.5万 +2,496 新規
First Manhattan
423
First Manhattan
New York
$33.1万 – – –
Truist Financial
424
Truist Financial
North Carolina
$32.5万 -$5.85万 -450 -16%
Sanchez Gaunt Capital Management
425
Sanchez Gaunt Capital Management
Nevada
$31.8万 -$12.1万 -930 -28%