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名前 保有額 取引額 株数
増減
保有比率の
変化
APFP
701
Action Point Financial Planning
Michigan
$3,797 +$3,391 +27 新規
Highline Wealth Partners
702
Highline Wealth Partners
California
$3,657 -$3,139 -25 -49%
Raffa Wealth Management
703
Raffa Wealth Management
District of Columbia
$3,516 -$2,386 -19 -43%
Hughes Financial Services
704
Hughes Financial Services
Virginia
$3,375 +$2,260 +18 +300%
Kilter Group
705
Kilter Group
New York
$3,235 -$2,763 -22 -49%
CVA Family Office
706
CVA Family Office
Colorado
$2,953 -$1.05万 -84 -80%
Brown, Lisle/Cummings
707
Brown, Lisle/Cummings
Rhode Island
$2,813 -$126 -1 -5%
NEWAS
708
N.E.W. Advisory Services
Wisconsin
$2,813 +$2,512 +20 新規
Rialto Wealth Management
709
Rialto Wealth Management
New York
$2,673 +$1,381 +11 +138%
Triumph Capital Management
710
Triumph Capital Management
Colorado
$2,587 – – –
Private Trust Company
711
Private Trust Company
Ohio
$2,532 -$5.16万 -411 -96%
City State Bank
712
City State Bank
Iowa
$2,532 – – –
Torren Management
713
Torren Management
California
$2,460 – – –
Vanguard National Trust
714
Vanguard National Trust
Pennsylvania
$2,250 – – –
Godsey & Gibb Inc
715
Godsey & Gibb Inc
Virginia
$2,164 – – –
Wolff Wiese Magana
716
Wolff Wiese Magana
California
$2,110 – – –
Bogart Wealth LLC
717
Bogart Wealth LLC
Virginia
$2,110 +$1,758 +14 +1,400%
Leonteq Securities AG
718
Leonteq Securities AG
Switzerland
$1,969 -$1.17万 -93 -87%
Marshall Investment Management
719
Marshall Investment Management
Colorado
$1,969 +$1,758 +14 新規
TD Capital Management
720
TD Capital Management
Tennessee
$1,746 – – –
Cornerstone Financial Management
721
Cornerstone Financial Management
Massachusetts
$1,688 +$126 +1 +9%
Creative Capital Management Investments
722
Creative Capital Management Investments
California
$1,406 +$1,256 +10 新規
Cornerstone Planning Group
723
Cornerstone Planning Group
New Jersey
$1,298 -$879 -7 -41%
Key Capital Management
724
Key Capital Management
Tennessee
$1,266 – – –
Sunrise Financial Services
725
Sunrise Financial Services
Washington
$1,266 – – –