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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
776
Institute for Wealth Management
Colorado
$1.06万 +$1.04万 +668 新規
Physician Wealth Advisors
777
Physician Wealth Advisors
Utah
$1.05万 +$3,255 +210 +46%
M
778
MOTCO
Texas
$1.04万 +$124 +8 +1%
PIS
779
POM Investment Strategies
North Carolina
$1.02万 -$3,642 -235 -27%
IMA Advisory Services
780
IMA Advisory Services
Colorado
$9,989 -$17.9万 -11,521 -95%
Financial Consulate
781
Financial Consulate
Maryland
$9,806 – – –
Valley National Advisers
782
Valley National Advisers
Pennsylvania
$9,796 +$155 +10 +2%
Truvestments Capital
783
Truvestments Capital
Florida
$9,528 -$6,633 -428 -42%
Medallion Wealth Advisors
784
Medallion Wealth Advisors
Connecticut
$9,128 -$356 -23 -4%
TS Financial Group (TSFG)
785
TS Financial Group (TSFG)
Illinois
$9,000 – – –
WPG Advisers
786
WPG Advisers
Maryland
$8,956 – – –
SouthState Corp
787
SouthState Corp
Florida
$8,925 +$5,378 +347 +161%
NBC Securities
788
NBC Securities
Alabama
$8,845 -$651 -42 -7%
Continuum Advisory
789
Continuum Advisory
Idaho
$8,798 +$8,586 +554 新規
SOA Wealth Advisors
790
SOA Wealth Advisors
New York
$8,796 -$604 -39 -7%
DAM
791
Davis Asset Management
California
$8,702 – – –
Rialto Wealth Management
792
Rialto Wealth Management
New York
$8,528 +$1,953 +126 +31%
Measured Wealth Private Client Group
793
Measured Wealth Private Client Group
New Hampshire
$8,464 – – –
Hoey Investments
794
Hoey Investments
Pennsylvania
$8,449 -$620 -40 -7%
AEGON Asset Management (UK)
795
AEGON Asset Management (UK)
United Kingdom
$8,432 – – –
Country Trust Bank
796
Country Trust Bank
Illinois
$8,432 – – –
Center for Financial Planning
797
Center for Financial Planning
Michigan
$8,175 +$558 +36 +8%
Alerus Financial
798
Alerus Financial
North Dakota
$8,083 – – –
HighMark Wealth Management
799
HighMark Wealth Management
Minnesota
$8,075 +$31 +2 +0.4%
Cranbrook Wealth Management
800
Cranbrook Wealth Management
Michigan
$8,068 – – –