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名前 保有額 取引額 株数
増減
保有比率の
変化
Valued Wealth Advisors
1201
Valued Wealth Advisors
Utah
$5,308 – – –
SRH Advisors
1202
SRH Advisors
Kansas
$5,307 – – –
Battery Global Advisors
1203
Battery Global Advisors
Massachusetts
$5,058 – – –
PFS Partners
1204
PFS Partners
New Jersey
$4,988 – – –
Country Trust Bank
1205
Country Trust Bank
Illinois
$4,975 -$323 -1 -6%
Creative Financial Designs
1206
Creative Financial Designs
Indiana
$4,975 – – –
WPG Advisers
1207
WPG Advisers
Maryland
$4,975 +$1,290 +4 +36%
Bare Financial Services
1208
Bare Financial Services
Pennsylvania
$4,975 +$3,226 +10 +200%
1015 Capital Partners
1209
1015 Capital Partners
Pennsylvania
$4,644 +$323 +1 +8%
HFM Investment Advisors
1210
HFM Investment Advisors
New Jersey
$4,644 +$2,258 +7 +100%
Atlantic Edge Private Wealth Management
1211
Atlantic Edge Private Wealth Management
Florida
$4,312 – – –
Crews Bank & Trust
1212
Crews Bank & Trust
Florida
$4,312 – – –
First Command Advisory Services
1213
First Command Advisory Services
Texas
$4,312 +$968 +3 +30%
Aventura Private Wealth
1214
Aventura Private Wealth
Florida
$4,312 +$4,194 +13 新規
Dunhill Financial
1215
Dunhill Financial
United Kingdom
$4,130 +$323 +1 +9%
Crewe Advisors
1216
Crewe Advisors
Utah
$3,981 +$3,871 +12 新規
City Holding Co
1217
City Holding Co
West Virginia
$3,980 – – –
Webster Bank
1218
Webster Bank
Connecticut
$3,980 – – –
Beaird Harris Wealth Management
1219
Beaird Harris Wealth Management
Texas
$3,715 – – –
Clark Wealth Partners
1220
Clark Wealth Partners
Illinois
$3,649 +$3,549 +11 新規
Evolution Wealth Management
1221
Evolution Wealth Management
Florida
$3,649 +$3,549 +11 新規
Planning Strategies
1222
Planning Strategies
Pennsylvania
$3,649 +$3,549 +11 新規
Kingdom Financial Group
1223
Kingdom Financial Group
Arizona
$3,450 -$1.39万 -43 -81%
Newbridge Financial Services Group
1224
Newbridge Financial Services Group
Florida
$3,364 – – –
TFC Financial Management
1225
TFC Financial Management
Massachusetts
$3,322 +$645 +2 +25%