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SPGIのアイコン

S&P Global

名前 保有額 取引額 株数
増減
保有比率の
変化
PlanVest Financial
1926
PlanVest Financial
Maryland
$1.02万 – – –
First Bancorp
1927
First Bancorp
Maine
$1.02万 +$1.06万 +25 新規
ORG Wealth Partners
1928
ORG Wealth Partners
Texas
$1.02万 -$16万 -378 -94%
Acumen Wealth Advisors
1929
Acumen Wealth Advisors
Tennessee
$9,775 +$1.01万 +24 新規
Evolution Wealth Management
1930
Evolution Wealth Management
Florida
$9,774 +$1,689 +4 +20%
Marshall Investment Management
1931
Marshall Investment Management
Colorado
$9,367 +$9,713 +23 新規
Napier Financial
1932
Napier Financial
Massachusetts
$8,960 -$5,068 -12 -35%
Advocate Investing Services
1933
Advocate Investing Services
Maryland
$8,960 – – –
HFM Investment Advisors
1934
HFM Investment Advisors
New Jersey
$8,553 +$2,111 +5 +31%
LifeSteps Financial
1935
LifeSteps Financial
California
$8,552 +$8,868 +21 新規
Atomic Invest
1936
Atomic Invest
New York
$8,274 -$3,801 -9 -31%
RMG Wealth Management
1937
RMG Wealth Management
Wisconsin
$8,202 – – –
Beaird Harris Wealth Management
1938
Beaird Harris Wealth Management
Texas
$8,146 – – –
Cedar Mountain Advisors
1939
Cedar Mountain Advisors
Oregon
$8,145 – – –
Abound Wealth Management
1940
Abound Wealth Management
Tennessee
$8,116 -$1.56万 -37 -65%
Activest Wealth Management
1941
Activest Wealth Management
Florida
$7,738 -$5,490 -13 -41%
Copia Wealth Management
1942
Copia Wealth Management
Oregon
$7,738 – – –
Glen Eagle Advisors
1943
Glen Eagle Advisors
New Jersey
$7,738 – – –
IMA Advisory Services
1944
IMA Advisory Services
Colorado
$7,738 +$3,378 +8 +73%
Principia Wealth Advisory
1945
Principia Wealth Advisory
Texas
$7,331 +$2,111 +5 +38%
Gleason Group
1946
Gleason Group
Kentucky
$7,331 +$7,601 +18 新規
Planning Strategies
1947
Planning Strategies
Pennsylvania
$7,331 +$7,601 +18 新規
Pacifica Partners
1948
Pacifica Partners
Canada
$7,038 – – –
Gables Capital Management
1949
Gables Capital Management
Florida
$6,934 – – –
APW
1950
Allied Private Wealth
Florida
$6,906 +$6,757 +16 新規