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名前 保有額 取引額 株数
増減
保有比率の
変化
Highline Wealth Partners
876
Highline Wealth Partners
California
$2,971 +$3,880 +22 新規
Winch Advisory Services
877
Winch Advisory Services
Wisconsin
$2,873 – – –
Dogwood Wealth Management
878
Dogwood Wealth Management
Kansas
$2,836 +$1,411 +8 +62%
Elevation Wealth Partners
879
Elevation Wealth Partners
California
$2,701 – – –
CIA
880
Cape Investment Advisory
Georgia
$2,701 +$3,527 +20 新規
Commonwealth Retirement Investments
881
Commonwealth Retirement Investments
Virginia
$2,701 +$3,527 +20 新規
First Bancorp
882
First Bancorp
Maine
$2,701 +$3,527 +20 新規
Fulcrum Asset Management
883
Fulcrum Asset Management
United Kingdom
$2,594 +$3,527 +20 新規
IMG Wealth Management
884
IMG Wealth Management
Florida
$2,566 +$176 +1 +6%
Cornerstone Planning Group
885
Cornerstone Planning Group
New Jersey
$2,469 -$8,994 -51 -71%
Bare Financial Services
886
Bare Financial Services
Pennsylvania
$2,431 -$1,587 -9 -33%
Retirement Wealth Solutions
887
Retirement Wealth Solutions
Wisconsin
$2,431 – – –
BOK Financial Private Wealth
888
BOK Financial Private Wealth
Colorado
$2,303 +$2,998 +17 新規
American Capital Advisory
889
American Capital Advisory
Idaho
$2,296 +$2,293 +13 +325%
Swan Capital
890
Swan Capital
Florida
$2,259 -$1,940 -11 -39%
Johnson Financial Group Inc (Wisconsin)
891
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2,167 – – –
James T. Borello RIA
892
James T. Borello RIA
Illinois
$2,160 – – –
IMA Advisory Services
893
IMA Advisory Services
Colorado
$2,032 – – –
DiNuzzo Private Wealth
894
DiNuzzo Private Wealth
Pennsylvania
$2,026 +$176 +1 +7%
Ninety One (UK)
895
Ninety One (UK)
United Kingdom
$2,026 +$882 +5 +50%
Provenance Wealth Advisors
896
Provenance Wealth Advisors
Florida
$2,025 +$2,645 +15 新規
Burk Holdings
897
Burk Holdings
Oklahoma
$1,890 – – –
Caitlin John
898
Caitlin John
Michigan
$1,890 +$2,469 +14 新規
Abound Wealth Management
899
Abound Wealth Management
Tennessee
$1,756 -$882 -5 -28%
Ankerstar Wealth
900
Ankerstar Wealth
Texas
$1,628 -$1,411 -8 -40%