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名前 保有額 取引額 株数
増減
保有比率の
変化
Institute for Wealth Management
701
Institute for Wealth Management
Colorado
$2.23万 +$2.27万 +106 新規
Owl Creek Wealth Partners
702
Owl Creek Wealth Partners
Colorado
$2.15万 +$1,072 +5 +5%
BPI
703
BFC Planning, Inc.
Iowa
$2.12万 +$3,430 +16 +19%
Steigerwald Gordon & Koch
704
Steigerwald Gordon & Koch
Virginia
$2.11万 – – –
Cornerstone Planning Group
705
Cornerstone Planning Group
New Jersey
$2.06万 +$214 +1 +1%
First Eagle Investment Management
706
First Eagle Investment Management
New York
$2万 +$1.65万 +77 +428%
Dynamic Wealth Strategies
707
Dynamic Wealth Strategies
California
$2万 – – –
Edmond de Rothschild Holding
708
Edmond de Rothschild Holding
Switzerland
$1.96万 +$1.99万 +93 新規
Centerpoint Advisors
709
Centerpoint Advisors
Massachusetts
$1.9万 -$214 -1 -1%
Torren Management
710
Torren Management
California
$1.86万 – – –
Anchor Investment Management
711
Anchor Investment Management
South Carolina
$1.83万 +$1.07万 +50 +135%
Fortitude Family Office
712
Fortitude Family Office
Arizona
$1.79万 -$429 -2 -2%
JFS Wealth Advisors
713
JFS Wealth Advisors
Pennsylvania
$1.71万 – – –
Security National Bank of So Dak
714
Security National Bank of So Dak
Iowa
$1.68万 +$1.72万 +80 新規
Activest Wealth Management
715
Activest Wealth Management
Florida
$1.58万 +$1.39万 +65 +650%
TD Private Client Wealth
716
TD Private Client Wealth
New York
$1.5万 -$4,717 -22 -24%
Atlantic Union Bankshares
717
Atlantic Union Bankshares
Virginia
$1.47万 -$214 -1 -1%
Redwood Park Advisors
718
Redwood Park Advisors
California
$1.47万 – – –
Kelleher Financial Advisors
719
Kelleher Financial Advisors
New York
$1.43万 – – –
Wilkerson Advisory Group
720
Wilkerson Advisory Group
Missouri
$1.41万 -$4,502 -21 -24%
Capital Advisors Ltd
721
Capital Advisors Ltd
Ohio
$1.4万 -$214 -1 -2%
Farmers & Merchants Investments Inc
722
Farmers & Merchants Investments Inc
Nebraska
$1.39万 – – –
Center for Financial Planning
723
Center for Financial Planning
Michigan
$1.35万 -$19.3万 -898 -93%
Basecamp Wealth Advisors
724
Basecamp Wealth Advisors
Washington
$1.35万 -$4,288 -20 -24%
Harbour Investments
725
Harbour Investments
Wisconsin
$1.34万 +$1,286 +6 +10%