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
James T. Borello RIA
676
James T. Borello RIA
Illinois
$1.05万 +$212 +1 +2%
Vision Financial Markets
677
Vision Financial Markets
Connecticut
$1.04万 – – –
SEP
678
Signature Equity Partners
Ohio
$9,854 – – –
M
679
MOTCO
Texas
$9,443 +$423 +2 +5%
JPL Wealth Management
680
JPL Wealth Management
Colorado
$9,239 – – –
Steigerwald Gordon & Koch
681
Steigerwald Gordon & Koch
Virginia
$9,238 – – –
APW
682
Allied Private Wealth
Florida
$9,206 +$9,522 +45 新規
Truvestments Capital
683
Truvestments Capital
Florida
$8,827 – – –
Retirement Wealth Solutions
684
Retirement Wealth Solutions
Wisconsin
$8,623 -$212 -1 -2%
BOK Financial
685
BOK Financial
Oklahoma
$8,622 +$8,887 +42 新規
Strategic Wealth Partners
686
Strategic Wealth Partners
Ohio
$7,596 -$4,232 -20 -35%
Rothschild Investment LLC
687
Rothschild Investment LLC
Illinois
$7,596 -$635 -3 -8%
CH
688
Cromwell Holdings
Wyoming
$7,596 +$3,386 +16 +76%
Sachetta
689
Sachetta
Massachusetts
$7,186 +$635 +3 +9%
Cetera Trust Company
690
Cetera Trust Company
Minnesota
$7,185 – – –
Olistico Wealth
691
Olistico Wealth
Oklahoma
$6,159 – – –
Rialto Wealth Management
692
Rialto Wealth Management
New York
$6,159 +$1,481 +7 +30%
Cornerstone Planning Group
693
Cornerstone Planning Group
New Jersey
$5,555 -$212 -1 -4%
Brown, Lisle/Cummings
694
Brown, Lisle/Cummings
Rhode Island
$5,338 +$2,328 +11 +73%
Anchor Investment Management
695
Anchor Investment Management
South Carolina
$5,338 +$5,502 +26 新規
CGC Financial Services
696
CGC Financial Services
Oregon
$5,132 – – –
AW
697
Avion Wealth
Texas
$5,000 +$2,962 +14 +117%
True Wealth Design
698
True Wealth Design
Ohio
$4,927 +$2,116 +10 +71%
Clearstead Trust
699
Clearstead Trust
Maine
$4,722 – – –
Godfrey Financial Associates
700
Godfrey Financial Associates
New York
$4,722 – – –