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名前 保有額 取引額 株数
増減
保有比率の
変化
Journey Advisory Group
2301
Journey Advisory Group
Kentucky
$35.6万 +$4,597 +98 +1%
BAG
2302
Bridgewealth Advisory Group
California
$35.5万 +$1.24万 +265 +3%
OPA
2303
Old Port Advisors
Maine
$35.4万 -$4.43万 -945 -10%
4WM
2304
49 Wealth Management
Texas
$35.4万 -$80.9万 -17,239 -67%
A
2305
Alongside
Texas
$35.4万 +$39.3万 +8,369 新規
AA
2306
Auxano Advisors
Washington
$35.4万 -$1.47万 -314 -4%
CPSC
2307
Carl P. Sherr & Co
Massachusetts
$35.4万 – – –
MA
2308
MKT Advisors
California
$35.4万 -$6.87万 -1,465 -15%
Greenup Street Wealth Management
2309
Greenup Street Wealth Management
Michigan
$35.4万 -$2.81万 -598 -7%
Maridea Wealth Management
2310
Maridea Wealth Management
New York
$35.2万 +$11.9万 +2,534 +44%
PF
2311
PlanVest Financial
Maryland
$35.1万 +$1,595 +34 +0.4%
RHIG
2312
R.H. Investment Group
Arizona
$35.1万 – – –
Oakworth Capital
2313
Oakworth Capital
Alabama
$35.1万 +$2.28万 +487 +6%
GVCM
2314
Global View Capital Management
Wisconsin
$35万 -$1.79万 -382 -4%
ACM
2315
Alessandra Capital Management
California
$35万 +$1,548 +33 +0.4%
BWA
2316
Bestgate Wealth Advisors
Maryland
$35万 -$2.95万 -629 -7%
MAMG
2317
Milestone Asset Management Group
Connecticut
$35万 -$4,363 -93 -1%
Washington Trust Advisors
2318
Washington Trust Advisors
Massachusetts
$34.9万 -$4.74万 -1,011 -11%
KFS
2319
Kelly Financial Services
Massachusetts
$34.8万 +$2,533 +54 +0.7%
DCA
2320
DB&C Advisors
Michigan
$34.8万 +$3,143 +67 +0.8%
Quent Capital
2321
Quent Capital
New York
$34.8万 +$6.3万 +1,342 +20%
ESC
2322
Eurizon SLJ Capital
$34.7万 – – –
Bay Colony Advisors
2323
Bay Colony Advisors
Massachusetts
$34.7万 -$12.7万 -2,705 -25%
ZCP
2324
Z3 Capital Partners
Virginia
$34.6万 -$3.87万 -825 -9%
Brandywine Oak Private Wealth
2325
Brandywine Oak Private Wealth
Pennsylvania
$34.6万 -$5.09万 -1,086 -12%