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名前 保有額 取引額 株数
増減
保有比率の
変化
Unique Wealth Strategies
801
Unique Wealth Strategies
Illinois
$79.7万 -$70.3万 -3,822 -55%
FG
802
Franchise GP
$79.7万 +$57.6万 +3,130 新規
Nilsine Partners
803
Nilsine Partners
Colorado
$79.3万 -$14.8万 -803 -20%
Compagnie Lombard Odier SCmA
804
Compagnie Lombard Odier SCmA
Switzerland
$78.9万 +$11万 +600 +24%
SteelPeak Wealth
805
SteelPeak Wealth
California
$78.8万 -$21万 -1,141 -27%
Breakwater Capital Group
806
Breakwater Capital Group
New Jersey
$78.6万 -$14.1万 -767 -20%
Roberts, Glore & Co
807
Roberts, Glore & Co
Illinois
$78.6万 -$8.06万 -438 -12%
Sittner & Nelson
808
Sittner & Nelson
Oregon
$78.2万 -$1.8万 -98 -3%
SMA Capital
809
SMA Capital
New York
$77.6万 +$56.1万 +3,049 新規
Annis Gardner Whiting Capital Advisors
810
Annis Gardner Whiting Capital Advisors
Florida
$76.7万 +$1,288 +7 +0.2%
Whittier Trust
811
Whittier Trust
California
$76.5万 -$1177万 -63,951 -96%
American Assets Investment Management
812
American Assets Investment Management
California
$76.4万 – – –
Caldwell Trust
813
Caldwell Trust
Florida
$76.4万 +$24.7万 +1,343 +81%
Qtron Investments
814
Qtron Investments
Massachusetts
$76.1万 -$47.8万 -2,596 -46%
Jackson Thornton Wealth Management
815
Jackson Thornton Wealth Management
Alabama
$75.3万 +$22.1万 +1,199 +68%
Ignite Planners
816
Ignite Planners
California
$75.1万 +$1.62万 +88 +3%
Atomi Financial Group
817
Atomi Financial Group
New York
$74.7万 -$5.93万 -322 -10%
Synergy Financial Group
818
Synergy Financial Group
California
$74.1万 -$13.5万 -735 -20%
High Point Wealth Management
819
High Point Wealth Management
New Jersey
$73.8万 – – –
Americana Partners
820
Americana Partners
Texas
$73.7万 +$6.46万 +351 +14%
Moody National Bank Trust Division
821
Moody National Bank Trust Division
Texas
$73.4万 +$2.39万 +130 +5%
Frank Rimerman Advisors
822
Frank Rimerman Advisors
California
$72.7万 -$122万 -6,607 -70%
Gerber Kawasaki Wealth & Investment Management
823
Gerber Kawasaki Wealth & Investment Management
California
$71万 +$1.45万 +79 +3%
NorthRock Partners
824
NorthRock Partners
Minnesota
$69.9万 +$11.7万 +635 +30%
D.J. St. Germain
825
D.J. St. Germain
Massachusetts
$68.9万 – – –