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名前 保有額 取引額 株数
増減
保有比率の
変化
Clean Yield Group
1926
Clean Yield Group
Vermont
$6,151 – – –
United Financial Planning Group
1927
United Financial Planning Group
New York
$5,946 – – –
Hara Capital
1928
Hara Capital
Washington
$5,741 – – –
Virginia Estate & Retirement Planning Advisors
1929
Virginia Estate & Retirement Planning Advisors
Virginia
$5,741 – – –
Lodestone Wealth Management
1930
Lodestone Wealth Management
Washington
$5,536 – – –
Brooklyn FI
1931
Brooklyn FI
New York
$5,459 +$5,922 +25 新規
Principia Wealth Advisory
1932
Principia Wealth Advisory
Texas
$5,331 – – –
Decker Retirement Planning
1933
Decker Retirement Planning
Utah
$5,331 +$6,159 +26 新規
CFSG
1934
Community Financial Services Group
Vermont
$5,275 -$8,528 -36 -59%
Cranbrook Wealth Management
1935
Cranbrook Wealth Management
Michigan
$5,126 – – –
Gables Capital Management
1936
Gables Capital Management
Florida
$5,126 – – –
Networth Advisors
1937
Networth Advisors
Pennsylvania
$5,126 +$5,922 +25 新規
Meramec Financial Planners
1938
Meramec Financial Planners
Missouri
$4,993 – – –
Hollencrest Capital Management
1939
Hollencrest Capital Management
California
$4,920 -$166万 -7,021 -100%
Cedar Mountain Advisors
1940
Cedar Mountain Advisors
Oregon
$4,920 – – –
Wellington-Altus USA
1941
Wellington-Altus USA
Manitoba, Canada
$4,862 +$711 +3 +18%
Beaird Harris Wealth Management
1942
Beaird Harris Wealth Management
Texas
$4,716 +$3,553 +15 +188%
Thurston Springer Miller Herd & Titak
1943
Thurston Springer Miller Herd & Titak
Indiana
$4,715 – – –
BWM
1944
Bullock Wealth Management
Indiana
$4,642 – – –
Key Capital Management
1945
Key Capital Management
Tennessee
$4,510 +$4,264 +18 +450%
Concord Wealth Partners
1946
Concord Wealth Partners
Virginia
$4,510 +$5,212 +22 新規
Markowski Investments
1947
Markowski Investments
Florida
$4,510 +$5,212 +22 新規
First Financial Corp
1948
First Financial Corp
Indiana
$4,305 – – –
Luminist Capital
1949
Luminist Capital
Michigan
$4,305 +$4,975 +21 新規
Clark Wealth Partners
1950
Clark Wealth Partners
Illinois
$4,101 +$4,738 +20 新規