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名前 保有額 取引額 株数
増減
保有比率の
変化
MO
1001
McMillan Office
Michigan
$17.6万 – – –
AmeriFlex Group
1002
AmeriFlex Group
Nevada
$17.6万 +$3,441 +37 +2%
Trust Company of Vermont
1003
Trust Company of Vermont
Vermont
$17.5万 +$17.6万 +1,891 新規
TD Private Client Wealth
1004
TD Private Client Wealth
New York
$17.5万 -$1.93万 -208 -10%
PWMG
1005
Private Wealth Management Group
New Jersey
$17.4万 +$8.37万 +900 +92%
CVA Family Office
1006
CVA Family Office
Colorado
$17.3万 -$3,162 -34 -2%
Institute for Wealth Management
1007
Institute for Wealth Management
Colorado
$17万 +$17.1万 +1,837 新規
Continuum Advisory
1008
Continuum Advisory
Idaho
$17万 +$17万 +1,830 新規
Advisornet Financial
1009
Advisornet Financial
Minnesota
$16.9万 -$837 -9 -0.5%
OneFund LLC
1010
OneFund LLC
Florida
$16.5万 -$1,023 -11 -0.6%
CH
1011
Cromwell Holdings
Wyoming
$16.5万 – – –
Mather Group
1012
Mather Group
Illinois
$16.4万 -$1.15万 -124 -7%
Hughes Financial Services
1013
Hughes Financial Services
Virginia
$16.2万 +$3,627 +39 +2%
Deseret Mutual Benefit Administrators
1014
Deseret Mutual Benefit Administrators
Utah
$16万 -$9,952 -107 -6%
Tompkins Financial
1015
Tompkins Financial
New York
$15.3万 – – –
Foster Dykema Cabot & Partners
1016
Foster Dykema Cabot & Partners
Massachusetts
$15.3万 – – –
Blue Trust Inc
1017
Blue Trust Inc
Georgia
$14.9万 -$2.59万 -279 -15%
Thurston Springer Miller Herd & Titak
1018
Thurston Springer Miller Herd & Titak
Indiana
$14.9万 +$1.8万 +194 +14%
Pacifica Partners
1019
Pacifica Partners
Canada
$14.9万 – – –
Kimelman & Baird
1020
Kimelman & Baird
New York
$13.9万 – – –
SRH Advisors
1021
SRH Advisors
Kansas
$13.9万 – – –
Keating Financial Advisory Services
1022
Keating Financial Advisory Services
Kansas
$13.6万 +$9,394 +101 +7%
General Partner Inc
1023
General Partner Inc
Pennsylvania
$13.4万 – – –
TIAA Wealth Investment Management
1024
TIAA Wealth Investment Management
New York
$13.3万 -$5,301 -57 -4%
Tidemark
1025
Tidemark
California
$13.3万 – – –