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名前 保有額 取引額 株数
増減
保有比率の
変化
Avantax Planning Partners
2026
Avantax Planning Partners
Iowa
– -$28.4万 -9,899 解消
Paces Ferry Wealth Advisors
2027
Paces Ferry Wealth Advisors
Georgia
– -$28万 -9,739 解消
Wolfstich Capital
2028
Wolfstich Capital
Massachusetts
– -$28.1万 -9,727 解消
Jeppson Wealth Management
2029
Jeppson Wealth Management
California
– -$27.3万 -9,522 解消
DIM
2030
DC Investments Management
Virginia
– -$27.1万 -9,456 解消
Torrey Growth & Income Advisors
2031
Torrey Growth & Income Advisors
California
– -$26.9万 -9,435 解消
Platform Technology Partners
2032
Platform Technology Partners
New York
– -$26.9万 -9,359 解消
Traphagen Investment Advisors
2033
Traphagen Investment Advisors
New Jersey
– -$26.8万 -9,351 解消
Berger Financial Group
2034
Berger Financial Group
Minnesota
– -$26.7万 -9,316 解消
Pines Wealth Management
2035
Pines Wealth Management
North Carolina
– -$26.7万 -9,307 解消
First Western Trust Bank
2036
First Western Trust Bank
Colorado
– -$26.6万 -9,256 解消
Jackson Thornton Wealth Management
2037
Jackson Thornton Wealth Management
Alabama
– -$25.7万 -9,216 解消
AIM
2038
Athena Investment Management
California
– -$26.4万 -9,179 解消
Atlanta Consulting Group Advisors
2039
Atlanta Consulting Group Advisors
Georgia
– -$26.3万 -9,148 解消
TBH Global Asset Management
2040
TBH Global Asset Management
Tennessee
– -$26.3万 -9,147 解消
Iron Gate Global Advisors
2041
Iron Gate Global Advisors
Utah
– -$26.1万 -9,092 解消
Tucker Asset Management
2042
Tucker Asset Management
Colorado
– -$25.8万 -8,979 解消
Marble Wealth
2043
Marble Wealth
Alabama
– -$25.3万 -8,817 解消
CIM
2044
CIM Investment Management
Pennsylvania
– -$25.2万 -8,785 解消
Aspire Growth Partners
2045
Aspire Growth Partners
Florida
– -$25.1万 -8,758 解消
Wealthquest
2046
Wealthquest
Ohio
– -$25万 -8,714 解消
United Bank (Georgia)
2047
United Bank (Georgia)
Georgia
– -$25万 -8,702 解消
Falcon Wealth Planning
2048
Falcon Wealth Planning
California
– -$25万 -8,698 解消
OneAscent Wealth Management
2049
OneAscent Wealth Management
Alabama
– -$25万 -8,692 解消
Allegiance Financial Group Advisory Services
2050
Allegiance Financial Group Advisory Services
Virginia
– -$24.9万 -8,681 解消