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WSFSのアイコン

WSFS Financial

名前 保有額 取引額 株数
増減
保有比率の
変化
Parallel Advisors
301
Parallel Advisors
California
$1.93万 – – –
BFS
302
Bare Financial Services
Pennsylvania
$1.9万 +$7,454 +104 +72%
EP
303
Essential Partners
California
$1.66万 -$3.43万 -478 -69%
Steward Partners Investment Advisory
304
Steward Partners Investment Advisory
New York
$1.57万 +$1.46万 +204 新規
AFC
305
Ares Financial Consulting
California
$1.35万 – – –
PAP
306
Persistent Asset Partners
Hong Kong
$1.21万 +$1.13万 +158 新規
Private Trust Company
307
Private Trust Company
Ohio
$1.14万 -$717 -10 -6%
Brown Brothers Harriman & Co
308
Brown Brothers Harriman & Co
New York
$1.01万 – – –
Vanguard National Trust
309
Vanguard National Trust
Pennsylvania
$9,208 – – –
PWMG
310
Private Wealth Management Group
New Jersey
$8,364 – – –
Keating Financial Advisory Services
311
Keating Financial Advisory Services
Kansas
$8,210 +$72 +1 +0.9%
Fulcrum Asset Management
312
Fulcrum Asset Management
United Kingdom
$7,823 +$7,311 +102 新規
CVA Family Office
313
CVA Family Office
Colorado
$7,443 +$932 +13 +15%
RF
314
Rossby Financial
Florida
$7,136 – – –
APFP
315
Action Point Financial Planning
Michigan
$6,369 +$6,164 +86 新規
SJS Investment Consulting
316
SJS Investment Consulting
Ohio
$6,292 +$4,587 +64 +356%
WA
317
WPG Advisers
Maryland
$5,831 +$932 +13 +21%
Picton Mahoney Asset Management
318
Picton Mahoney Asset Management
Ontario, Canada
$5,371 +$5,017 +70 新規
FFO
319
Fortitude Family Office
Arizona
$4,297 +$143 +2 +4%
Harbour Investments
320
Harbour Investments
Wisconsin
$4,289 +$72 +1 +2%
JFS Wealth Advisors
321
JFS Wealth Advisors
Pennsylvania
$4,067 +$430 +6 +13%
RWM
322
Rialto Wealth Management
New York
$2,993 +$1,003 +14 +56%
BWA
323
Basecamp Wealth Advisors
Washington
$2,992 +$788 +11 +39%
NEWAS
324
N.E.W. Advisory Services
Wisconsin
$2,762 – – –
MassMutual Private Wealth & Trust
325
MassMutual Private Wealth & Trust
Connecticut
$2,532 – – –