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名前 保有額 取引額 株数
増減
保有比率の
変化
RWS
401
Retirement Wealth Solutions
Wisconsin
$3,221 -$742 -5 -23%
LWM
402
Lodestone Wealth Management
Washington
$3,221 +$2,522 +17 新規
SG
403
Sankala Group
Colorado
$3,216 – – –
JFS Wealth Advisors
404
JFS Wealth Advisors
Pennsylvania
$3,032 +$1,484 +10 +167%
RF
405
Rossby Financial
Florida
$2,652 – – –
APFP
406
Action Point Financial Planning
Michigan
$2,083 +$1,780 +12 新規
Manchester Capital Management
407
Manchester Capital Management
Vermont
$1,895 – – –
IFG Advisory
408
IFG Advisory
Georgia
$1,895 +$1,484 +10 新規
Quarry LP
409
Quarry LP
New York
$1,895 +$1,484 +10 新規
National Bank of Canada
410
National Bank of Canada
Quebec, Canada
$1,889 +$1,484 +10 新規
BGAI
411
Bruce G. Allen Investments
Colorado
$1,516 -$148 -1 -11%
Bell Investment Advisors
412
Bell Investment Advisors
California
$1,516 – – –
IPS
413
Investors Portfolio Services
Washington
$1,516 – – –
HIA
414
HFM Investment Advisors
New Jersey
$1,327 +$742 +5 +250%
Inspire Investing
415
Inspire Investing
Idaho
$1,326 -$4,451 -30 -81%
CJ
416
Caitlin John
Michigan
$1,326 +$1,038 +7 新規
CCMI
417
Creative Capital Management Investments
California
$1,326 +$1,038 +7 新規
DF
418
DecisionPoint Financial
Arizona
$1,249 +$148 +1 +17%
First Pacific Financial
419
First Pacific Financial
Washington
$1,137 -$9,940 -67 -92%
SIS
420
Strategic Investment Solutions
Illinois
$1,137 – – –
TD Capital Management
421
TD Capital Management
Tennessee
$1,137 – – –
Plante Moran Financial Advisors
422
Plante Moran Financial Advisors
Michigan
$1,137 +$890 +6 新規
Capital Advisors Ltd
423
Capital Advisors Ltd
Ohio
$1,000 – – –
Cornerstone Planning Group
424
Cornerstone Planning Group
New Jersey
$994 – – –
Whittier Trust
425
Whittier Trust
California
$980 +$1,038 +7 新規