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名前 保有額 取引額 株数
増減
保有比率の
変化
Vision Financial Markets
1801
Vision Financial Markets
Connecticut
$28.4万 -$1.01万 -100 -3%
Beto Financial Group
1802
Beto Financial Group
Idaho
$28.3万 +$3,827 +38 +1%
Wealth Advisors of Iowa
1803
Wealth Advisors of Iowa
Iowa
$28.2万 – – –
BTG Pactual Asset Management US
1804
BTG Pactual Asset Management US
New York
$28.2万 +$27.8万 +2,764 新規
VisionPoint Advisory Group
1805
VisionPoint Advisory Group
Texas
$28.2万 +$4.88万 +485 +21%
Z3 Capital Partners
1806
Z3 Capital Partners
Virginia
$28.2万 -$2,820 -28 -1%
VCM
1807
Viewpoint Capital Management
Washington
$28.2万 -$6.04万 -600 -18%
BRWM
1808
Blue Rock Wealth Management
North Carolina
$28.1万 – – –
CGC Financial Services
1809
CGC Financial Services
Oregon
$28万 – – –
Atwater Malick
1810
Atwater Malick
Pennsylvania
$28万 +$2.03万 +202 +8%
SmartHarvest Portfolios
1811
SmartHarvest Portfolios
Washington
$28万 +$1.09万 +108 +4%
Castle Rock Wealth Management
1812
Castle Rock Wealth Management
California
$27.9万 +$6,345 +63 +2%
Wealth Dimensions Group
1813
Wealth Dimensions Group
Ohio
$27.8万 -$906 -9 -0.3%
CPWA  LLC
1814
CPWA LLC
Oregon
$27.8万 +$302 +3 +0.1%
Wealthedge Investment Advisors
1815
Wealthedge Investment Advisors
New York
$27.8万 +$806 +8 +0.3%
Almanack Investment Partners
1816
Almanack Investment Partners
Pennsylvania
$27.8万 +$27.4万 +2,717 新規
Continuum Advisory
1817
Continuum Advisory
Idaho
$27.7万 -$17.4万 -1,723 -39%
Yarger Wealth Strategies
1818
Yarger Wealth Strategies
Ohio
$27.7万 +$5,237 +52 +2%
AP
1819
Arlington Partners
Alabama
$27.7万 – – –
Bogart Wealth LLC
1820
Bogart Wealth LLC
Virginia
$27.6万 +$8.11万 +805 +42%
CAM
1821
CPA Asset Management
Florida
$27.6万 – – –
FourThought Financial Partners
1822
FourThought Financial Partners
Florida
$27.6万 +$1,410 +14 +0.5%
Caption Management
1823
Caption Management
Oklahoma
$27.6万 +$27.2万 +2,700 新規
CFO4Life Group
1824
CFO4Life Group
Texas
$27.6万 +$1,208 +12 +0.4%
AGH Wealth Advisors
1825
AGH Wealth Advisors
Kansas
$27.5万 +$8,057 +80 +3%