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名前 保有額 取引額 株数
増減
保有比率の
変化
SIM
2026
Synergy Investment Management
Florida
$2.74万 +$5,047 +42 +23%
Hartford Financial Management
2027
Hartford Financial Management
Connecticut
$2.73万 -$5,527 -46 -17%
Advantage Trust Company
2028
Advantage Trust Company
Kansas
$2.71万 – – –
Webster Bank
2029
Webster Bank
Connecticut
$2.65万 – – –
Mountain Hill Investment Partners
2030
Mountain Hill Investment Partners
New Jersey
$2.59万 – – –
SC
2031
Steph & Co
Wisconsin
$2.55万 -$1.62万 -135 -38%
Wellington-Altus USA
2032
Wellington-Altus USA
Manitoba, Canada
$2.55万 +$2.67万 +222 新規
Cornerstone Planning Group
2033
Cornerstone Planning Group
New Jersey
$2.54万 +$5,647 +47 +29%
Entrust Financial
2034
Entrust Financial
Pennsylvania
$2.51万 +$120 +1 +0.5%
DMKJ
2035
David M. Knott Jr
$2.47万 – – –
RMG Wealth Management
2036
RMG Wealth Management
Wisconsin
$2.42万 – – –
Chung Wu Investment Group
2037
Chung Wu Investment Group
Texas
$2.35万 – – –
CFP
2038
Comprehensive Financial Planning
Pennsylvania
$2.35万 – – –
TIAA Trust, National Association
2039
TIAA Trust, National Association
North Carolina
$2.33万 -$76.5万 -6,370 -97%
TFC Financial Management
2040
TFC Financial Management
Massachusetts
$2.31万 +$240 +2 +1%
Kelleher Financial Advisors
2041
Kelleher Financial Advisors
New York
$2.28万 -$721 -6 -3%
Creative Financial Designs
2042
Creative Financial Designs
Indiana
$2.25万 -$2.7万 -225 -54%
Napier Financial
2043
Napier Financial
Massachusetts
$2.19万 -$120 -1 -0.5%
Ares Financial Consulting
2044
Ares Financial Consulting
California
$2.17万 – – –
Hughes Financial Services
2045
Hughes Financial Services
Virginia
$2.17万 +$8,411 +70 +61%
Western Pacific Wealth Management
2046
Western Pacific Wealth Management
Illinois
$2.14万 -$12.6万 -1,051 -85%
Core Alternative Capital
2047
Core Alternative Capital
Georgia
$2.12万 -$2.2万 -183 -50%
Boreal Capital Management
2048
Boreal Capital Management
Florida
$2.12万 -$120 -1 解消
Bay Harbor Wealth Management
2049
Bay Harbor Wealth Management
Maryland
$2.09万 +$3,485 +29 +19%
West Financial Advisors
2050
West Financial Advisors
Iowa
$2.07万 – – –