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名前 保有額 取引額 株数
増減
保有比率の
変化
Lodestone Wealth Management
726
Lodestone Wealth Management
Washington
$9,658 – – –
Sachetta
727
Sachetta
Massachusetts
$8,673 +$1,695 +10 +29%
James T. Borello RIA
728
James T. Borello RIA
Illinois
$7,884 +$1,526 +9 +29%
Dogwood Wealth Management
729
Dogwood Wealth Management
Kansas
$7,687 +$6,611 +39 新規
Kelleher Financial Advisors
730
Kelleher Financial Advisors
New York
$7,490 +$6,442 +38 新規
Valued Wealth Advisors
731
Valued Wealth Advisors
Utah
$7,293 +$2,882 +17 +85%
Blue Trust Inc
732
Blue Trust Inc
Georgia
$7,292 -$1.61万 -95 -72%
MCF Advisors
733
MCF Advisors
Kentucky
$7,096 – – –
Bell Investment Advisors
734
Bell Investment Advisors
California
$7,096 +$509 +3 +9%
Capital Advisors Ltd
735
Capital Advisors Ltd
Ohio
$7,000 – – –
Ossiam
736
Ossiam
France
$6,504 +$5,594 +33 新規
Brown, Lisle/Cummings
737
Brown, Lisle/Cummings
Rhode Island
$6,307 +$3,390 +20 +167%
Wealth Enhancement Trust Services
738
Wealth Enhancement Trust Services
South Dakota
$6,110 +$5,255 +31 新規
KAS
739
Kemnay Advisory Services
New York
$5,913 -$2.12万 -125 -81%
JPL Wealth Management
740
JPL Wealth Management
Colorado
$5,717 – – –
CH
741
Cromwell Holdings
Wyoming
$5,519 +$2,373 +14 +100%
Bogart Wealth LLC
742
Bogart Wealth LLC
Virginia
$5,519 +$3,051 +18 +180%
Cornerstone Financial Management
743
Cornerstone Financial Management
Massachusetts
$5,322 – – –
DiNuzzo Private Wealth
744
DiNuzzo Private Wealth
Pennsylvania
$5,322 – – –
Bay Harbor Wealth Management
745
Bay Harbor Wealth Management
Maryland
$5,125 +$509 +3 +13%
IMA Advisory Services
746
IMA Advisory Services
Colorado
$5,125 +$1,526 +9 +53%
MB, Levis & Associates
747
MB, Levis & Associates
Pennsylvania
$4,928 +$4,238 +25 新規
Cornerstone Planning Group
748
Cornerstone Planning Group
New Jersey
$4,303 – – –
New England Capital Financial Advisors
749
New England Capital Financial Advisors
Connecticut
$3,942 – – –
Rialto Wealth Management
750
Rialto Wealth Management
New York
$3,942 +$1,017 +6 +43%