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名前 保有額 取引額 株数
増減
保有比率の
変化
West Paces Advisors
601
West Paces Advisors
Georgia
$74.7万 +$7.3万 +785 +11%
Clearstead Advisors
602
Clearstead Advisors
Ohio
$74.6万 +$13.8万 +1,483 +23%
BCG
603
BRIA Capital Group
Florida
$74.5万 +$74.7万 +8,037 新規
Venturi Wealth Management
604
Venturi Wealth Management
Texas
$73.7万 -$5.73万 -616 -7%
Gratus Wealth Advisors
605
Gratus Wealth Advisors
Virginia
$73.6万 +$73.8万 +7,939 新規
Mesirow Financial Investment Management
606
Mesirow Financial Investment Management
Illinois
$73.5万 +$5,022 +54 +0.7%
Ignite Planners
607
Ignite Planners
California
$73.3万 -$4,836 -52 -0.7%
WhitTier Trust Company
608
WhitTier Trust Company
Nevada
$73.2万 -$1.21万 -130 -2%
Crestwood Advisors Group
609
Crestwood Advisors Group
Massachusetts
$72.4万 -$10.4万 -1,115 -13%
Baker Tilly Wealth Management
610
Baker Tilly Wealth Management
Wisconsin
$72.1万 -$5.36万 -576 -7%
Atomi Financial Group
611
Atomi Financial Group
New York
$71.3万 -$4.89万 -526 -6%
Global Retirement Partners
612
Global Retirement Partners
California
$70.8万 +$71万 +7,636 新規
AlphaCore Capital
613
AlphaCore Capital
California
$70.5万 +$20.7万 +2,224 +41%
Advisory Alpha
614
Advisory Alpha
Michigan
$70.4万 +$5,394 +58 +0.8%
Shelton Capital Management
615
Shelton Capital Management
Colorado
$69.3万 +$1.45万 +156 +2%
Capital Investment Advisors
616
Capital Investment Advisors
Georgia
$69.2万 -$4,743 -51 -0.7%
Meridian Wealth Management
617
Meridian Wealth Management
Kentucky
$69万 +$7.78万 +837 +13%
Patriot Financial Group Insurance Agency
618
Patriot Financial Group Insurance Agency
Massachusetts
$69万 -$66.6万 -7,156 -49%
Advisor OS
619
Advisor OS
Illinois
$68.9万 -$4.06万 -437 -6%
Avantax Planning Partners
620
Avantax Planning Partners
Iowa
$68.7万 – – –
Ossiam
621
Ossiam
France
$68.2万 +$68.5万 +7,360 新規
Potomac Fund Management
622
Potomac Fund Management
Florida
$67.9万 +$7,626 +82 +1%
Axxcess Wealth Management
623
Axxcess Wealth Management
California
$67.9万 -$1.73万 -186 -2%
Jacobi Capital Management
624
Jacobi Capital Management
Pennsylvania
$67.6万 +$2.31万 +248 +4%
Harbor Investment Advisory
625
Harbor Investment Advisory
Maryland
$67.1万 +$11.1万 +1,189 +20%