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名前 保有額 取引額 株数
増減
保有比率の
変化
IFG Advisory
476
IFG Advisory
Georgia
$8,645 +$8,374 +69 新規
OCWP
477
Owl Creek Wealth Partners
Colorado
$8,138 – – –
Quarry LP
478
Quarry LP
New York
$7,011 -$6.27万 -517 -90%
PWMG
479
Private Wealth Management Group
New Jersey
$6,386 +$2,063 +17 +50%
TSMHT
480
Thurston Springer Miller Herd & Titak
Indiana
$6,260 – – –
YAL
481
Your Advocates Ltd
Texas
$6,260 – – –
Rothschild Investment LLC
482
Rothschild Investment LLC
Illinois
$5,759 -$8.59万 -708 -94%
Anchor Investment Management
483
Anchor Investment Management
South Carolina
$5,384 +$5,219 +43 新規
HNW
484
High Note Wealth
Minnesota
$5,258 +$1,092 +9 +27%
JFS Wealth Advisors
485
JFS Wealth Advisors
Pennsylvania
$5,134 +$850 +7 +21%
Cassaday & Co Wealth Management
486
Cassaday & Co Wealth Management
Virginia
$5,008 -$243 -2 -5%
RF
487
Rossby Financial
Florida
$5,008 +$485 +4 +11%
Spire Wealth Management
488
Spire Wealth Management
Virginia
$4,758 – – –
LRI Investments
489
LRI Investments
Florida
$4,632 +$4,491 +37 新規
S
490
Sachetta
Massachusetts
$4,508 +$243 +2 +6%
Marquette Asset Management
491
Marquette Asset Management
Minnesota
$4,257 +$3,641 +30 +750%
FFO
492
Fortitude Family Office
Arizona
$4,006 -$1,214 -10 -24%
Cornerstone Planning Group
493
Cornerstone Planning Group
New Jersey
$3,885 +$243 +2 +7%
CMBA
494
C.M. Bidwell & Associates
Hawaii
$3,756 – – –
CVA Family Office
495
CVA Family Office
Colorado
$3,631 -$6,918 -57 -66%
CMA
496
Cedar Mountain Advisors
Oregon
$3,506 – – –
Creative Financial Designs
497
Creative Financial Designs
Indiana
$3,506 – – –
RWM
498
Rialto Wealth Management
New York
$3,381 +$1,821 +15 +125%
APFP
499
Action Point Financial Planning
Michigan
$3,381 +$3,398 +28 新規
Q1WB
500
Quest 10 Wealth Builders
Virginia
$3,380 +$243 +2 +8%