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名前 保有額 取引額 株数
増減
保有比率の
変化
Sunburst Financial Group
2026
Sunburst Financial Group
Alabama
$82.7万 -$7.24万 -395 -8%
Hilton Head Capital Partners
2027
Hilton Head Capital Partners
South Carolina
$82.6万 -$9.24万 -504 -10%
New Wave Wealth Advisors
2028
New Wave Wealth Advisors
Arkansas
$82.4万 -$31.5万 -1,719 -28%
Kestra Investment Management
2029
Kestra Investment Management
Texas
$82.3万 -$4.6万 -251 -5%
SA
2030
Strategic Advisors
New York
$82.3万 +$4.84万 +264 +6%
Cache Advisors
2031
Cache Advisors
California
$82.2万 – – –
Allen Mooney & Barnes Investment Advisors
2032
Allen Mooney & Barnes Investment Advisors
Georgia
$82.1万 -$7,703 -42 -1%
Wealth Management Partners
2033
Wealth Management Partners
Arizona
$82万 +$6.88万 +375 +9%
TPW
2034
TOP Private Wealth
Connecticut
$81.6万 +$78.9万 +4,302 新規
Summit Global Investments
2035
Summit Global Investments
Utah
$81.6万 -$33.2万 -1,808 -30%
Everest Financial Group
2036
Everest Financial Group
Minnesota
$81.5万 +$78.8万 +4,296 新規
Members Trust
2037
Members Trust
Florida
$81.5万 +$4.14万 +226 +6%
Addison Capital
2038
Addison Capital
Pennsylvania
$81.5万 – – –
Blake Schutter Theil Wealth Advisors
2039
Blake Schutter Theil Wealth Advisors
Ohio
$81.2万 – – –
Diversified Enterprises
2040
Diversified Enterprises
Delaware
$81.2万 +$9,903 +54 +1%
Allen Capital Group
2041
Allen Capital Group
Nebraska
$81万 -$3.78万 -206 -5%
AA Financial Advisors
2042
AA Financial Advisors
Ohio
$80.9万 -$3.94万 -215 -5%
SkyOak Wealth
2043
SkyOak Wealth
Michigan
$80.9万 – – –
Foster Dykema Cabot & Partners
2044
Foster Dykema Cabot & Partners
Massachusetts
$80.8万 – – –
Sharp Financial Services
2045
Sharp Financial Services
Pennsylvania
$80.6万 +$10.5万 +575 +16%
Mattern Wealth Management
2046
Mattern Wealth Management
Kansas
$80.6万 +$37.9万 +2,067 +95%
Private Client Services
2047
Private Client Services
Kentucky
$80.5万 -$1.49万 -81 -2%
Hara Capital
2048
Hara Capital
Washington
$80.4万 – – –
Hayek Kallen Investment Management
2049
Hayek Kallen Investment Management
Alabama
$80.3万 -$9,537 -52 -1%
Providence First Trust
2050
Providence First Trust
Arizona
$80.2万 -$56.3万 -3,072 -42%