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名前 保有額 取引額 株数
増減
保有比率の
変化
Blue Trust Inc
276
Blue Trust Inc
Georgia
$1.8万 +$1.75万 +372 新規
JPL Wealth Management
277
JPL Wealth Management
Colorado
$1.64万 – – –
APFP
278
Action Point Financial Planning
Michigan
$1.41万 +$1.37万 +291 新規
Bare Financial Services
279
Bare Financial Services
Pennsylvania
$1.4万 +$6,115 +130 +82%
Capital Advisors Ltd
280
Capital Advisors Ltd
Ohio
$1.4万 – – –
Fortitude Family Office
281
Fortitude Family Office
Arizona
$1.34万 +$3,057 +65 +31%
SJS Investment Consulting
282
SJS Investment Consulting
Ohio
$1.22万 +$1.07万 +228 +991%
Keating Financial Advisory Services
283
Keating Financial Advisory Services
Kansas
$1.2万 +$47 +1 +0.4%
GHP Investment Advisors
284
GHP Investment Advisors
Colorado
$1.16万 – – –
SignatureFD
285
SignatureFD
Georgia
$1.14万 – – –
Parkside Financial Bank & Trust
286
Parkside Financial Bank & Trust
Missouri
$8,431 – – –
Federation des caisses Desjardins du Quebec
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8,347 +$8,090 +172 新規
CVA Family Office
288
CVA Family Office
Colorado
$7,800 +$3,669 +78 +94%
Stone House Investment Management
289
Stone House Investment Management
Pennsylvania
$6,977 +$94 +2 +1%
Basecamp Wealth Advisors
290
Basecamp Wealth Advisors
Washington
$6,589 -$3,481 -74 -35%
SOA Wealth Advisors
291
SOA Wealth Advisors
New York
$5,751 +$47 +1 +0.8%
JFS Wealth Advisors
292
JFS Wealth Advisors
Pennsylvania
$5,572 +$470 +10 +10%
Physician Wealth Advisors
293
Physician Wealth Advisors
Utah
$5,233 +$517 +11 +11%
Picton Mahoney Asset Management
294
Picton Mahoney Asset Management
Ontario, Canada
$4,845 +$3,199 +68 +213%
Quarry LP
295
Quarry LP
New York
$4,361 -$5.37万 -1,141 -93%
Owl Creek Wealth Partners
296
Owl Creek Wealth Partners
Colorado
$4,361 – – –
Private Trust Company
297
Private Trust Company
Ohio
$3,488 – – –
Brown Brothers Harriman & Co
298
Brown Brothers Harriman & Co
New York
$3,392 – – –
Valued Wealth Advisors
299
Valued Wealth Advisors
Utah
$2,714 +$2,634 +56 新規
MassMutual Private Wealth & Trust
300
MassMutual Private Wealth & Trust
Connecticut
$2,665 – – –