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名前 保有額 取引額 株数
増減
保有比率の
変化
Legacy Financial Strategies
1926
Legacy Financial Strategies
Kansas
$190万 +$3.66万 +92 +2%
Prasad Wealth Partners
1927
Prasad Wealth Partners
Ohio
$190万 -$44.7万 -1,125 -20%
Viking Fund Management
1928
Viking Fund Management
North Dakota
$189万 – – –
Foster Victor Wealth Advisors
1929
Foster Victor Wealth Advisors
South Carolina
$189万 +$4.53万 +114 +2%
Curated Wealth Partners
1930
Curated Wealth Partners
California
$189万 +$80.8万 +2,032 +83%
Bellwether Advisors
1931
Bellwether Advisors
Nebraska
$189万 +$155万 +3,896 +660%
City State Bank
1932
City State Bank
Iowa
$189万 – – –
Chokshi & Queen Wealth Advisors
1933
Chokshi & Queen Wealth Advisors
California
$188万 +$20.3万 +510 +13%
Monograph Wealth Advisors
1934
Monograph Wealth Advisors
California
$188万 -$3.98万 -100 -2%
Intrua Financial
1935
Intrua Financial
Texas
$188万 +$3.86万 +97 +2%
Smith Group Asset Management
1936
Smith Group Asset Management
Texas
$188万 +$9.19万 +231 +5%
Marietta Wealth Management
1937
Marietta Wealth Management
Georgia
$187万 -$1,591 -4 -0.1%
West Michigan Advisors
1938
West Michigan Advisors
Michigan
$187万 +$59.4万 +1,494 +51%
Jacobs & Co
1939
Jacobs & Co
California
$187万 – – –
Oxler Private Wealth
1940
Oxler Private Wealth
New York
$187万 +$11.1万 +280 +7%
AmeriFlex Group
1941
AmeriFlex Group
Nevada
$186万 +$2.62万 +66 +2%
4J Wealth Management
1942
4J Wealth Management
Virginia
$186万 – – –
EAP
1943
Elevation Advisory Partners
Florida
$186万 -$8,750 -22 -0.4%
Insight Advisors
1944
Insight Advisors
Pennsylvania
$186万 -$21.3万 -536 -11%
Financial Security Advisor
1945
Financial Security Advisor
Virginia
$186万 +$4.73万 +119 +3%
Second Line Capital
1946
Second Line Capital
Louisiana
$186万 -$265万 -6,655 -60%
CFS Investment Advisory Services
1947
CFS Investment Advisory Services
New Jersey
$186万 +$3.86万 +97 +2%
May Hill Capital
1948
May Hill Capital
Massachusetts
$185万 +$35万 +880 +25%
Ninepoint Partners
1949
Ninepoint Partners
Ontario, Canada
$185万 +$175万 +4,394 新規
Great Waters Wealth Management
1950
Great Waters Wealth Management
Minnesota
$185万 -$2.55万 -64 -1%