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名前 保有額 取引額 株数
増減
保有比率の
変化
APFP
351
Action Point Financial Planning
Michigan
$8,017 +$8,676 +73 新規
Cassaday & Co Wealth Management
352
Cassaday & Co Wealth Management
Virginia
$7,900 – – –
Sachetta
353
Sachetta
Massachusetts
$7,435 +$4,635 +39 +156%
Farmers & Merchants Investments Inc
354
Farmers & Merchants Investments Inc
Nebraska
$7,319 – – –
Private Trust Company
355
Private Trust Company
Ohio
$7,319 – – –
Fortitude Family Office
356
Fortitude Family Office
Arizona
$7,203 – – –
JFS Wealth Advisors
357
JFS Wealth Advisors
Pennsylvania
$6,041 – – –
Bare Financial Services
358
Bare Financial Services
Pennsylvania
$6,041 +$4,041 +34 +189%
Bogart Wealth LLC
359
Bogart Wealth LLC
Virginia
$4,763 +$4,279 +36 +720%
Transamerica Financial Advisors
360
Transamerica Financial Advisors
Florida
$4,599 +$2,377 +20 +105%
High Note Wealth
361
High Note Wealth
Minnesota
$4,531 -$238 -2 -5%
Bay Harbor Wealth Management
362
Bay Harbor Wealth Management
Maryland
$4,531 +$594 +5 +15%
SJS Investment Consulting
363
SJS Investment Consulting
Ohio
$3,834 -$5,348 -45 -58%
Richard W. Paul & Associates
364
Richard W. Paul & Associates
Michigan
$3,485 – – –
Lloyd Advisory Services
365
Lloyd Advisory Services
Georgia
$3,485 +$3,566 +30 新規
Cedar Mountain Advisors
366
Cedar Mountain Advisors
Oregon
$3,369 – – –
AssetMark Inc
367
AssetMark Inc
California
$3,253 +$238 +2 +8%
Creative Capital Management Investments
368
Creative Capital Management Investments
California
$3,253 +$3,328 +28 新規
Bruce G. Allen Investments
369
Bruce G. Allen Investments
Colorado
$3,020 -$119 -1 -4%
Pinnacle Wealth Planning Services
370
Pinnacle Wealth Planning Services
Ohio
$3,020 – – –
Keating Financial Advisory Services
371
Keating Financial Advisory Services
Kansas
$3,020 +$2,971 +25 +2,500%
IFG Advisory
372
IFG Advisory
Georgia
$3,020 +$3,090 +26 新規
AmeriFlex Group
373
AmeriFlex Group
Nevada
$2,672 +$2,734 +23 新規
MassMutual Private Wealth & Trust
374
MassMutual Private Wealth & Trust
Connecticut
$2,556 – – –
Coastline Trust
375
Coastline Trust
Rhode Island
$2,207 – – –