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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
876
Institute for Wealth Management
Colorado
$1.26万 +$1.22万 +166 新規
Godsey & Gibb Inc
877
Godsey & Gibb Inc
Virginia
$1.19万 – – –
Kozak & Associates
878
Kozak & Associates
Colorado
$1.14万 – – –
Manning & Napier Advisors
879
Manning & Napier Advisors
New York
$1.14万 – – –
Addison Advisors
880
Addison Advisors
Vermont
$1.09万 -$4.74万 -646 -82%
SJS Investment Consulting
881
SJS Investment Consulting
Ohio
$1.09万 -$881 -12 -8%
1 North Wealth Services
882
1 North Wealth Services
Maryland
$1.08万 +$1.04万 +142 新規
Financial Management Professionals
883
Financial Management Professionals
Texas
$1.07万 – – –
LifeSteps Financial
884
LifeSteps Financial
California
$1.06万 +$1.03万 +140 新規
HM Payson & Co
885
HM Payson & Co
Maine
$1.05万 +$7,932 +108 +360%
Eastern Bank
886
Eastern Bank
Massachusetts
$1.03万 – – –
West Branch Capital
887
West Branch Capital
Massachusetts
$1.01万 +$9,769 +133 新規
SouthState Corp
888
SouthState Corp
Florida
$9,735 +$1,028 +14 +12%
American National Bank & Trust
889
American National Bank & Trust
Texas
$9,734 +$9,401 +128 新規
Wedbush Fund Advisers
890
Wedbush Fund Advisers
California
$9,658 -$5,876 -80 -39%
SEP
891
Signature Equity Partners
Ohio
$9,621 -$2.2万 -299 -70%
Cornerstone Planning Group
892
Cornerstone Planning Group
New Jersey
$9,551 +$1,836 +25 +24%
Aventura Private Wealth
893
Aventura Private Wealth
Florida
$9,202 +$8,887 +121 新規
Montag & Associates
894
Montag & Associates
Georgia
$9,126 – – –
Hilltop National Bank
895
Hilltop National Bank
Wyoming
$8,974 – – –
Rachor Investment Advisory Services
896
Rachor Investment Advisory Services
Michigan
$8,321 – – –
Financial Consulate
897
Financial Consulate
Maryland
$7,986 +$441 +6 +6%
Delos Wealth Advisors
898
Delos Wealth Advisors
Texas
$7,986 +$7,712 +105 新規
Medallion Wealth Advisors
899
Medallion Wealth Advisors
Connecticut
$7,756 +$294 +4 +4%
Atlantic Edge Private Wealth Management
900
Atlantic Edge Private Wealth Management
Florida
$7,605 – – –