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名前 保有額 取引額 株数
増減
保有比率の
変化
Mather Group
501
Mather Group
Illinois
$7,678 +$8,419 +110 新規
Picton Mahoney Asset Management
502
Picton Mahoney Asset Management
Ontario, Canada
$6,980 +$7,653 +100 新規
Rakuten Securities
503
Rakuten Securities
Japan
$6,701 -$2,143 -28 -23%
Prestige Wealth Management Group
504
Prestige Wealth Management Group
New Jersey
$6,492 +$153 +2 +2%
Sachetta
505
Sachetta
Massachusetts
$5,794 +$2,526 +33 +66%
Rossby Financial
506
Rossby Financial
Florida
$5,793 +$383 +5 +6%
APFP
507
Action Point Financial Planning
Michigan
$5,744 +$6,582 +86 新規
Toth Financial Advisory
508
Toth Financial Advisory
Virginia
$5,235 – – –
Key Financial Inc
509
Key Financial Inc
Pennsylvania
$4,816 – – –
Triumph Capital Management
510
Triumph Capital Management
Colorado
$4,677 – – –
JFS Wealth Advisors
511
JFS Wealth Advisors
Pennsylvania
$4,468 -$1,684 -22 -26%
Private Wealth Asset Management
512
Private Wealth Asset Management
Iowa
$4,467 – – –
James T. Borello RIA
513
James T. Borello RIA
Illinois
$4,467 +$4,668 +61 +2,033%
WhitTier Trust Company
514
WhitTier Trust Company
Nevada
$4,329 – – –
Huntington National Bank
515
Huntington National Bank
Ohio
$3,699 -$5,510 -72 -58%
MidFirst Bank
516
MidFirst Bank
Oklahoma
$3,699 – – –
CNB Bank
517
CNB Bank
Pennsylvania
$3,630 – – –
Cedar Mountain Advisors
518
Cedar Mountain Advisors
Oregon
$3,560 – – –
Wolff Wiese Magana
519
Wolff Wiese Magana
California
$3,560 – – –
Central Trust Company
520
Central Trust Company
Missouri
$3,490 – – –
IFG Advisory
521
IFG Advisory
Georgia
$3,490 +$3,827 +50 新規
Transce3nd
522
Transce3nd
Texas
$3,481 – – –
Pinnacle Wealth Planning Services
523
Pinnacle Wealth Planning Services
Ohio
$3,420 -$1,071 -14 -22%
Armstrong Advisory Group
524
Armstrong Advisory Group
Massachusetts
$2,932 – – –
Cornerstone Planning Group
525
Cornerstone Planning Group
New Jersey
$2,535 – – –