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名前 保有額 取引額 株数
増減
保有比率の
変化
Optas LLC
1401
Optas LLC
Texas
$20.6万 -$913 -8 -0.4%
Kiley Juergens Wealth Management
1402
Kiley Juergens Wealth Management
Washington
$20.5万 -$2.28万 -200 -10%
Evercore Wealth Management
1403
Evercore Wealth Management
New York
$20.4万 – – –
Kestra Investment Management
1404
Kestra Investment Management
Texas
$20.4万 -$1.62万 -142 -7%
Range Advisory
1405
Range Advisory
Virginia
$20.3万 +$20.3万 +1,781 新規
Portus Wealth Advisors
1406
Portus Wealth Advisors
North Carolina
$20.2万 – – –
Spartan Wealth Advisory Services LLC
1407
Spartan Wealth Advisory Services LLC
Michigan
$20.2万 -$3.97万 -348 -16%
Legacy Advisors
1408
Legacy Advisors
Pennsylvania
$20.2万 +$1,598 +14 +0.8%
Arbor Investment Advisors
1409
Arbor Investment Advisors
North Carolina
$20.2万 +$20.2万 +1,768 新規
Kozak & Associates
1410
Kozak & Associates
Colorado
$20.2万 -$5.32万 -466 -22%
Pennington Partners & Co
1411
Pennington Partners & Co
Maryland
$20.1万 -$5,706 -50 -3%
Fiduciary Financial Group
1412
Fiduciary Financial Group
California
$20万 +$20万 +1,756 新規
DLK Investment Management
1413
DLK Investment Management
California
$20万 +$34.6万 +3,030 新規
APFP
1414
Action Point Financial Planning
Michigan
$19.6万 +$19.7万 +1,724 新規
Momentum Wealth Planning
1415
Momentum Wealth Planning
Florida
$19.2万 +$19.2万 +1,679 新規
Silver Oak Securities
1416
Silver Oak Securities
Tennessee
$19.1万 -$6.8万 -596 -26%
MassMutual Private Wealth & Trust
1417
MassMutual Private Wealth & Trust
Connecticut
$19万 -$1.56万 -137 -8%
Garden State Investment Advisory Services
1418
Garden State Investment Advisory Services
New Jersey
$19万 – – –
First Community Trust
1419
First Community Trust
Iowa
$18.3万 – – –
Tidemark
1420
Tidemark
California
$17.8万 – – –
McGuire Capital Advisors
1421
McGuire Capital Advisors
Oklahoma
$17.2万 – – –
Caldwell Trust
1422
Caldwell Trust
Florida
$17.1万 – – –
S&T Bank
1423
S&T Bank
Pennsylvania
$17.1万 – – –
Johnson Financial Group Inc (Wisconsin)
1424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.9万 – – –
Evolution Wealth Management
1425
Evolution Wealth Management
Florida
$16.9万 +$14.2万 +1,248 +540%