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名前 保有額 取引額 株数
増減
保有比率の
変化
Nvest Wealth Strategies
2626
Nvest Wealth Strategies
Ohio
$2,940 – – –
Trifecta Capital Advisors
2627
Trifecta Capital Advisors
Illinois
$2,800 +$2,604 +20 新規
Tidemark
2628
Tidemark
California
$2,523 +$651 +5 +38%
Stone House Investment Management
2629
Stone House Investment Management
Pennsylvania
$2,379 +$391 +3 +21%
CFSG
2630
Community Financial Services Group
Vermont
$2,242 -$4,296 -33 -67%
Glass Jacobson Investment Advisors
2631
Glass Jacobson Investment Advisors
Maryland
$2,240 – – –
Caitlin John
2632
Caitlin John
Michigan
$2,099 – – –
Networth Advisors
2633
Networth Advisors
Pennsylvania
$2,099 – – –
Game Plan Financial Advisors
2634
Game Plan Financial Advisors
Ohio
$2,099 +$1,953 +15 新規
Seneschal Advisors
2635
Seneschal Advisors
Washington
$1,820 – – –
NWMP
2636
Noble Wealth Management PBC
Colorado
$1,819 +$1,692 +13 新規
Atlantic Private Wealth
2637
Atlantic Private Wealth
North Carolina
$1,400 – – –
Leo H. Evart Inc
2638
Leo H. Evart Inc
California
$1,400 – – –
Birchwood Financial Partners
2639
Birchwood Financial Partners
Minnesota
$1,260 – – –
Sankala Group
2640
Sankala Group
Colorado
$1,237 +$1,172 +9 新規
Napier Financial
2641
Napier Financial
Massachusetts
$1,120 -$911 -7 -47%
Coppell Advisory Solutions
2642
Coppell Advisory Solutions
Texas
$1,073 +$134万 +10,291 新規
3 Factor Indexing
2643
3 Factor Indexing
California
$980 – – –
NorthAvenue LLC
2644
NorthAvenue LLC
Ohio
$980 – – –
Decker Retirement Planning
2645
Decker Retirement Planning
Utah
$932 +$911 +7 新規
HighMark Wealth Management
2646
HighMark Wealth Management
Minnesota
$874 – – –
LGT Financial Advisors
2647
LGT Financial Advisors
Texas
$840 – – –
Spectrum Wealth Advisory Group
2648
Spectrum Wealth Advisory Group
California
$703 +$651 +5 新規
Tacita Capital
2649
Tacita Capital
Ontario, Canada
$700 – – –
RJA
2650
Ross\Johnson & Associates
Minnesota
$700 +$521 +4 +400%