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名前 保有額 取引額 株数
増減
保有比率の
変化
PWMG
401
Private Wealth Management Group
New Jersey
$2.33万 – – –
GW&K Investment Management
402
GW&K Investment Management
Massachusetts
$2.1万 +$1.98万 +264 新規
First Command Advisory Services
403
First Command Advisory Services
Texas
$2.04万 – – –
Silver Grove Financial Group
404
Silver Grove Financial Group
New York
$1.99万 +$1.89万 +252 新規
Huntington National Bank
405
Huntington National Bank
Ohio
$1.91万 -$1.07万 -142 -37%
CX Institutional
406
CX Institutional
Indiana
$1.9万 -$888万 -118,403 -100%
Geneos Wealth Management
407
Geneos Wealth Management
Colorado
$1.82万 – – –
Blue Trust Inc
408
Blue Trust Inc
Georgia
$1.82万 +$1.19万 +159 +221%
Atwood & Palmer
409
Atwood & Palmer
Missouri
$1.78万 – – –
Greykasell Wealth Strategies
410
Greykasell Wealth Strategies
California
$1.78万 – – –
USA Financial Formulas
411
USA Financial Formulas
Michigan
$1.72万 +$1.64万 +218 新規
Persistent Asset Partners
412
Persistent Asset Partners
Hong Kong
$1.58万 +$1.5万 +200 新規
Rothschild Investment LLC
413
Rothschild Investment LLC
Illinois
$1.45万 +$2,927 +39 +27%
Valued Wealth Advisors
414
Valued Wealth Advisors
Utah
$1.45万 +$1.37万 +183 新規
CVA Family Office
415
CVA Family Office
Colorado
$1.32万 +$3,077 +41 +33%
Parallel Advisors
416
Parallel Advisors
California
$1.18万 +$4,127 +55 +58%
Accent Capital Management
417
Accent Capital Management
Ohio
$1.15万 +$1.1万 +146 新規
C.M. Bidwell & Associates
418
C.M. Bidwell & Associates
Hawaii
$1.1万 – – –
Bell Investment Advisors
419
Bell Investment Advisors
California
$1.03万 – – –
MassMutual Private Wealth & Trust
420
MassMutual Private Wealth & Trust
Connecticut
$1.03万 +$3,152 +42 +47%
Blue Bell Private Wealth Management
421
Blue Bell Private Wealth Management
Pennsylvania
$9,480 +$9,005 +120 新規
APFP
422
Action Point Financial Planning
Michigan
$9,245 +$9,230 +123 新規
JFS Wealth Advisors
423
JFS Wealth Advisors
Pennsylvania
$9,243 +$1,426 +19 +19%
Clearstead Advisors
424
Clearstead Advisors
Ohio
$7,703 +$7,354 +98 新規
Physician Wealth Advisors
425
Physician Wealth Advisors
Utah
$4,859 -$225 -3 -5%