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名前 保有額 取引額 株数
増減
保有比率の
変化
Evermay Wealth Management
1801
Evermay Wealth Management
Virginia
$35.5万 +$32.6万 +13,132 +327%
Smallwood Wealth Investment Management
1802
Smallwood Wealth Investment Management
New Jersey
$35.5万 – – –
Walter & Keenan Wealth Management
1803
Walter & Keenan Wealth Management
Indiana
$35.4万 -$9,084 -366 -2%
RDA Financial Network
1804
RDA Financial Network
Iowa
$35.4万 +$5,212 +210 +1%
FSB Premier Wealth Management
1805
FSB Premier Wealth Management
Iowa
$35.2万 +$223 +9 +0.1%
Investment Advisory Group
1806
Investment Advisory Group
Massachusetts
$35.2万 -$3.87万 -1,558 -8%
IFS
1807
Ifrah Financial Services
Arkansas
$35.1万 -$2,532 -102 -0.6%
Bahl & Gaynor
1808
Bahl & Gaynor
Ohio
$35万 -$1.73万 -699 -4%
Financial Consulate
1809
Financial Consulate
Maryland
$35万 -$1.32万 -533 -3%
MBA Advisors
1810
MBA Advisors
Pennsylvania
$35万 +$1.79万 +722 +4%
Arta Finance Wealth Management
1811
Arta Finance Wealth Management
California
$34.9万 -$7,223 -291 -2%
IFC Advisors
1812
IFC Advisors
California
$34.8万 +$15.1万 +6,102 +57%
Revolve Wealth Partners
1813
Revolve Wealth Partners
New Jersey
$34.8万 -$3.66万 -1,475 -8%
Spartan Wealth Advisory Services LLC
1814
Spartan Wealth Advisory Services LLC
Michigan
$34.8万 +$1.7万 +686 +4%
New England Capital Financial Advisors
1815
New England Capital Financial Advisors
Connecticut
$34.7万 +$5.02万 +2,021 +14%
GHP Investment Advisors
1816
GHP Investment Advisors
Colorado
$34.7万 -$6.05万 -2,436 -13%
XXI Wealth LLC
1817
XXI Wealth LLC
Illinois
$34.6万 -$2.88万 -1,160 -6%
Prism Planning Partners
1818
Prism Planning Partners
Illinois
$34.6万 +$6.89万 +2,778 +20%
Five Oceans Advisors
1819
Five Oceans Advisors
California
$34.5万 -$7,173 -289 -2%
Beaird Harris Wealth Management
1820
Beaird Harris Wealth Management
Texas
$34.5万 +$3.05万 +1,228 +8%
APW
1821
Allied Private Wealth
Florida
$34.4万 +$40.4万 +16,297 新規
LC
1822
Lawood & Co
Pennsylvania
$34.4万 -$8,737 -352 -2%
Freestate Advisors
1823
Freestate Advisors
Kansas
$34.4万 +$149 +6 +0%
TPWM
1824
Twelve Points Wealth Management
Massachusetts
$34.4万 +$6.93万 +2,792 +20%
Cornerstone Planning Group
1825
Cornerstone Planning Group
New Jersey
$34.3万 -$1.42万 -574 -4%