で公開中です! 詳しく見る
名前 保有額 取引額 株数
増減
保有比率の
変化
Creative Financial Designs
1151
Creative Financial Designs
Indiana
$1.24万 -$1,907 -4 -13%
Tidemark
1152
Tidemark
California
$1.24万 – – –
MHR
1153
Matthew Hamilton Rosenberg
$1.19万 +$1.24万 +26 新規
Rialto Wealth Management
1154
Rialto Wealth Management
New York
$1.15万 -$477 -1 -4%
CFP
1155
Comprehensive Financial Planning
Pennsylvania
$1.15万 – – –
AWM
1156
Aberdeen Wealth Management
Illinois
$1.15万 +$1.19万 +25 新規
Abound Wealth Management
1157
Abound Wealth Management
Tennessee
$1.1万 -$953 -2 -8%
NBT Bank
1158
NBT Bank
New York
$1.1万 – – –
1620 Investment Advisors
1159
1620 Investment Advisors
Massachusetts
$1.1万 +$1,907 +4 +20%
Whipplewood Advisors
1160
Whipplewood Advisors
Colorado
$1.01万 -$2.19万 -46 -68%
DiNuzzo Private Wealth
1161
DiNuzzo Private Wealth
Pennsylvania
$1.01万 -$1,430 -3 -12%
Center for Financial Planning
1162
Center for Financial Planning
Michigan
$1.01万 – – –
Avalon Trust
1163
Avalon Trust
New Mexico
$9,642 – – –
Medallion Wealth Advisors
1164
Medallion Wealth Advisors
Connecticut
$9,183 -$7,151 -15 -43%
Albion Financial Group
1165
Albion Financial Group
Utah
$9,183 -$2,384 -5 -20%
Montag & Associates
1166
Montag & Associates
Georgia
$9,183 -$953 -2 -9%
Orion Capital Management
1167
Orion Capital Management
California
$9,183 +$4,767 +10 +100%
Centerpoint Advisors
1168
Centerpoint Advisors
Massachusetts
$9,000 – – –
Clearstead Trust
1169
Clearstead Trust
Maine
$8,724 +$953 +2 +12%
TCOT
1170
Trust Company of Toledo
Ohio
$8,723 +$9,057 +19 新規
Armstrong Advisory Group
1171
Armstrong Advisory Group
Massachusetts
$8,265 – – –
Chilton Capital Management
1172
Chilton Capital Management
Texas
$8,265 – – –
Financial Consulate
1173
Financial Consulate
Maryland
$7,806 +$953 +2 +13%
TD Capital Management
1174
TD Capital Management
Tennessee
$7,805 – – –
Cranbrook Wealth Management
1175
Cranbrook Wealth Management
Michigan
$7,347 – – –