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名前 保有額 取引額 株数
増減
保有比率の
変化
Avantax Planning Partners
1151
Avantax Planning Partners
Iowa
$42.3万 +$4.19万 +330 +11%
71 West Capital Partners
1152
71 West Capital Partners
Massachusetts
$42万 +$13.4万 +1,057 +49%
Lighthouse Financial Services
1153
Lighthouse Financial Services
California
$41.9万 +$3,176 +25 +0.8%
GC Wealth Management RIA
1154
GC Wealth Management RIA
Massachusetts
$41.8万 -$4.74万 -373 -10%
CVA Family Office
1155
CVA Family Office
Colorado
$41.6万 +$2,541 +20 +0.6%
Waycross Partners
1156
Waycross Partners
Kentucky
$41.3万 – – –
Peoples Financial Services Corp
1157
Peoples Financial Services Corp
Pennsylvania
$41.2万 -$1,143 -9 -0.3%
Essential Partners
1158
Essential Partners
California
$41.2万 -$762 -6 -0.2%
Howard Capital Management
1159
Howard Capital Management
Georgia
$41.1万 +$18.5万 +1,454 +86%
MOR Wealth Management
1160
MOR Wealth Management
Pennsylvania
$40.9万 +$39.8万 +3,135 新規
BWM
1161
Bullock Wealth Management
Indiana
$40.9万 +$4,447 +35 +1%
International Private Wealth Advisors
1162
International Private Wealth Advisors
California
$40.7万 +$39.5万 +3,112 新規
WBH Advisory
1163
WBH Advisory
Maryland
$40.6万 -$6,988 -55 -2%
Waterloo Capital
1164
Waterloo Capital
Texas
$40.5万 -$2.53万 -199 -6%
Hexagon Capital Partners
1165
Hexagon Capital Partners
Arkansas
$40.4万 -$4.21万 -331 -10%
Southeast Asset Advisors
1166
Southeast Asset Advisors
Georgia
$40.3万 – – –
Howe & Rusling
1167
Howe & Rusling
New York
$40.2万 +$1.59万 +125 +4%
Ballew Advisors
1168
Ballew Advisors
Mississippi
$40万 -$1.52万 -120 -4%
Norden Group
1169
Norden Group
Utah
$39.9万 +$1,779 +14 +0.5%
FSM Wealth Advisors
1170
FSM Wealth Advisors
Ohio
$39.9万 +$4.54万 +357 +13%
C2C Wealth Management
1171
C2C Wealth Management
Arizona
$39.8万 – – –
High Net Worth Advisory Group
1172
High Net Worth Advisory Group
Florida
$39.7万 +$10.3万 +810 +36%
CWM
1173
Compass Wealth Management
Connecticut
$39.7万 +$38.6万 +3,042 新規
Douglas Lane & Associates
1174
Douglas Lane & Associates
New York
$39.7万 – – –
Auxano Advisors
1175
Auxano Advisors
Washington
$39.6万 -$5,717 -45 -1%