で公開中です! 詳しく見る
名前 保有額 取引額 株数
増減
保有比率の
変化
MFFIA
2701
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$49.6万 – – –
QTR Family Wealth
2702
QTR Family Wealth
Florida
$49.2万 +$1,623 +4 +0.4%
Institute for Wealth Management
2703
Institute for Wealth Management
Colorado
$49.2万 +$14.4万 +355 +53%
Oxford Financial Group
2704
Oxford Financial Group
Indiana
$48.9万 -$6,087 -15 -1%
Peak Financial Management
2705
Peak Financial Management
Massachusetts
$48.9万 -$5.19万 -128 -11%
Franklin Street Advisors
2706
Franklin Street Advisors
North Carolina
$48.8万 – – –
John W. Brooker & Co
2707
John W. Brooker & Co
California
$48.8万 +$4.54万 +112 +12%
Johnson Financial Group LLC (Colorado)
2708
Johnson Financial Group LLC (Colorado)
Colorado
$48.8万 +$7.59万 +187 +22%
Steel Grove Capital Advisors
2709
Steel Grove Capital Advisors
Tennessee
$48.8万 -$10.6万 -260 -20%
MAM
2710
Milestone Asset Management
Pennsylvania
$48.8万 -$11.8万 -292 -22%
CF
2711
Clarity Financial
Texas
$48.7万 -$1.1万 -27 -3%
Ariston Services Group
2712
Ariston Services Group
California
$48.7万 +$41.4万 +1,020 新規
Elevation Wealth Management
2713
Elevation Wealth Management
Minnesota
$48.6万 -$2,435 -6 -0.6%
VFG
2714
V2 Financial group
Illinois
$48.6万 +$1.83万 +45 +5%
Vines Capital Management
2715
Vines Capital Management
Louisiana
$48.6万 +$3.98万 +98 +11%
Whelan Financial
2716
Whelan Financial
California
$48.6万 – – –
Permanent Capital Management
2717
Permanent Capital Management
Illinois
$48.5万 +$1.99万 +49 +5%
Certified Advisory Corp
2718
Certified Advisory Corp
Florida
$48.3万 -$11.1万 -274 -21%
Asset Dedication LLC
2719
Asset Dedication LLC
California
$48.3万 +$5.6万 +138 +16%
Chas P. Smith & Associates (CPS)
2720
Chas P. Smith & Associates (CPS)
Florida
$48.2万 +$1.22万 +30 +3%
Emerald Advisors
2721
Emerald Advisors
Washington
$48.2万 +$6.09万 +150 +17%
Tiemann Investment Advisors
2722
Tiemann Investment Advisors
California
$48.1万 – – –
Center for Wealth Management Advisory
2723
Center for Wealth Management Advisory
Ohio
$48.1万 +$12.2万 +300 +42%
AWM
2724
Aberdeen Wealth Management
Illinois
$48.1万 +$40.9万 +1,007 新規
Farmers & Merchants Trust Company
2725
Farmers & Merchants Trust Company
California
$48万 +$3.61万 +89 +10%