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名前 保有額 取引額 株数
増減
保有比率の
変化
CVA Family Office
401
CVA Family Office
Colorado
$1.2万 -$1.39万 -325 -59%
Hamrick Investment Counsel
402
Hamrick Investment Counsel
Washington
$1.17万 – – –
Valued Wealth Advisors
403
Valued Wealth Advisors
Utah
$1.16万 +$9,311 +218 +4,360%
First Command Advisory Services
404
First Command Advisory Services
Texas
$1.04万 -$2.07万 -485 -71%
Clean Yield Group
405
Clean Yield Group
Vermont
$1.04万 – – –
Fortitude Family Office
406
Fortitude Family Office
Arizona
$9,553 -$342 -8 -4%
SJS Investment Consulting
407
SJS Investment Consulting
Ohio
$8,666 +$6,364 +149 +876%
APFP
408
Action Point Financial Planning
Michigan
$8,508 +$7,005 +164 新規
NWM
409
Navigoe Wealth Management
California
$8,000 +$6,919 +162 新規
1 North Wealth Services
410
1 North Wealth Services
Maryland
$7,830 – – –
Creative Financial Designs
411
Creative Financial Designs
Indiana
$7,830 – – –
Manchester Capital Management
412
Manchester Capital Management
Vermont
$7,830 – – –
Clearstead Trust
413
Clearstead Trust
Maine
$7,569 -$6,236 -146 -50%
Zions Bancorporation, National Association
414
Zions Bancorporation, National Association
Utah
$7,517 +$940 +22 +18%
Bell Investment Advisors
415
Bell Investment Advisors
California
$7,204 -$513 -12 -8%
JPL Wealth Management
416
JPL Wealth Management
Colorado
$6,839 – – –
Rossby Financial
417
Rossby Financial
Florida
$6,734 +$256 +6 +5%
Breakwater Investment Management
418
Breakwater Investment Management
Washington
$6,682 – – –
Bellevue Asset Management
419
Bellevue Asset Management
Washington
$6,211 +$812 +19 +19%
NewEdge Advisors
420
NewEdge Advisors
Louisiana
$5,690 -$1,452 -34 -24%
Mather Group
421
Mather Group
Illinois
$5,481 – – –
James T. Borello RIA
422
James T. Borello RIA
Illinois
$5,377 -$4,954 -116 -53%
Signature Resources Capital Management
423
Signature Resources Capital Management
California
$5,220 – – –
SOA Wealth Advisors
424
SOA Wealth Advisors
New York
$5,220 – – –
Farmers & Merchants Investments Inc
425
Farmers & Merchants Investments Inc
Nebraska
$5,168 – – –