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名前 保有額 取引額 株数
増減
保有比率の
変化
TCOT
1401
Trust Company of Toledo
Ohio
$17万 +$1.05万 +91 +7%
TD Private Client Wealth
1402
TD Private Client Wealth
New York
$16.4万 -$6,907 -60 -4%
Kennebec Savings Bank
1403
Kennebec Savings Bank
Maine
$16.4万 +$11.5万 +1,000 +250%
Avalon Trust
1404
Avalon Trust
New Mexico
$16.4万 +$16.1万 +1,400 新規
Vanguard National Trust
1405
Vanguard National Trust
Pennsylvania
$15.8万 +$4.6万 +400 +42%
Barrett & Company
1406
Barrett & Company
Rhode Island
$15.7万 – – –
Tripletail Wealth Management
1407
Tripletail Wealth Management
Florida
$15.6万 -$9,785 -85 -6%
Cohen & Steers
1408
Cohen & Steers
New York
$15.2万 – – –
Capital Analysts LLC
1409
Capital Analysts LLC
Pennsylvania
$15.2万 +$115 +1 +0.1%
VSM Wealth Advisory
1410
VSM Wealth Advisory
Maryland
$14.9万 – – –
OneFund LLC
1411
OneFund LLC
Florida
$14.6万 -$5,526 -48 -4%
Davis Capital Management
1412
Davis Capital Management
Florida
$14.4万 +$1,151 +10 +0.8%
CKW Financial Group
1413
CKW Financial Group
Hawaii
$14.3万 – – –
Zions Bancorporation, National Association
1414
Zions Bancorporation, National Association
Utah
$14.2万 +$8,059 +70 +6%
Flagship Wealth Advisors
1415
Flagship Wealth Advisors
Massachusetts
$14.1万 – – –
Quent Capital
1416
Quent Capital
New York
$14万 +$2.08万 +181 +18%
StrongBox Wealth
1417
StrongBox Wealth
Missouri
$14万 +$13.7万 +1,190 新規
Transamerica Financial Advisors
1418
Transamerica Financial Advisors
Florida
$13.5万 -$88.9万 -7,722 -87%
Lodestone Wealth Management
1419
Lodestone Wealth Management
Washington
$13.4万 -$7.51万 -652 -36%
JPL Wealth Management
1420
JPL Wealth Management
Colorado
$13万 +$3,108 +27 +3%
Wellington Shields Capital Management
1421
Wellington Shields Capital Management
New York
$12.9万 – – –
Cary Street Partners Investment Advisory
1422
Cary Street Partners Investment Advisory
Virginia
$12.8万 +$2.62万 +228 +26%
Center for Financial Planning
1423
Center for Financial Planning
Michigan
$12.7万 – – –
Manchester Capital Management
1424
Manchester Capital Management
Vermont
$12.7万 +$2.59万 +225 +26%
Strategic Wealth Partners
1425
Strategic Wealth Partners
Ohio
$12.7万 -$691 -6 -0.6%