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名前 保有額 取引額 株数
増減
保有比率の
変化
Confluence Wealth Services
1001
Confluence Wealth Services
Pennsylvania
$249万 +$49.1万 +10,472 +22%
Bridges Investment Management
1002
Bridges Investment Management
Nebraska
$249万 +$47.5万 +10,125 +21%
Procyon Advisors
1003
Procyon Advisors
Connecticut
$249万 +$23.7万 +5,059 +9%
PT
1004
Plimoth Trust
Massachusetts
$247万 -$10.6万 -2,267 -4%
IAM
1005
Infusive Asset Management
New York
$247万 +$273万 +58,229 新規
Trivium Point Advisory
1006
Trivium Point Advisory
Connecticut
$246万 +$123万 +26,154 +82%
Donaldson Capital Management
1007
Donaldson Capital Management
Indiana
$246万 +$44.6万 +9,512 +20%
HBW Advisory Services
1008
HBW Advisory Services
California
$245万 -$1.7万 -363 -0.6%
Allianz
1009
Allianz
Germany
$244万 +$198万 +42,139 +273%
KMWM
1010
Keudell/Morrison Wealth Management
Oregon
$244万 +$25.4万 +5,422 +10%
Meridian Wealth Management
1011
Meridian Wealth Management
Kentucky
$243万 +$6.9万 +1,470 +3%
HCM
1012
Hillman Capital Management
Maryland
$242万 -$36.3万 -7,735 -12%
EIP
1013
Essential Investment Partners
Colorado
$242万 +$1.64万 +350 +0.6%
WWMSC
1014
Wagner Wealth Management (South Carolina)
South Carolina
$242万 -$13万 -2,768 -5%
PAWC
1015
P.A.W. Capital
Connecticut
$241万 -$141万 -30,150 -35%
Greenwood Capital Associates
1016
Greenwood Capital Associates
South Carolina
$240万 -$3.71万 -791 -1%
North Star Asset Management
1017
North Star Asset Management
Wisconsin
$240万 -$33.7万 -7,192 -11%
Intrua Financial
1018
Intrua Financial
Texas
$240万 -$1.66万 -353 -0.6%
SC
1019
Stolper & Co
Oklahoma
$240万 -$70.9万 -15,114 -21%
ORG
1020
Optimist Retirement Group
Washington
$239万 -$516 -11 -0%
Ironwood Investment Counsel
1021
Ironwood Investment Counsel
Arizona
$239万 +$17.5万 +3,735 +7%
CWM
1022
Cornerstone Wealth Management
Missouri
$239万 -$4,691 -100 -0.2%
Resources Management Corp
1023
Resources Management Corp
Connecticut
$237万 -$10.3万 -2,197 -4%
Family Management
1024
Family Management
New York
$235万 -$3.87万 -826 -1%
LWP
1025
LFG Wealth Partners
Kentucky
$235万 +$32万 +6,827 +14%