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名前 保有額 取引額 株数
増減
保有比率の
変化
Planning Strategies
1651
Planning Strategies
Pennsylvania
$3,092 +$3,873 +14 新規
Talon Private Wealth
1652
Talon Private Wealth
Florida
$2,993 +$3,596 +13 新規
Align Financial
1653
Align Financial
Minnesota
$2,871 – – –
Lodestone Wealth Management
1654
Lodestone Wealth Management
Washington
$2,871 – – –
Signature Resources Capital Management
1655
Signature Resources Capital Management
California
$2,871 – – –
Bard Associates
1656
Bard Associates
Illinois
$2,871 +$1,107 +4 +44%
Creative Capital Management Investments
1657
Creative Capital Management Investments
California
$2,871 +$3,596 +13 新規
Washington Trust Advisors
1658
Washington Trust Advisors
Massachusetts
$2,650 -$3.13万 -113 -90%
SouthState Corp
1659
SouthState Corp
Florida
$2,650 -$5,256 -19 -61%
Godfrey Financial Associates
1660
Godfrey Financial Associates
New York
$2,650 -$277 -1 -8%
Medallion Wealth Advisors
1661
Medallion Wealth Advisors
Connecticut
$2,650 – – –
MPWM Advisory Solutions
1662
MPWM Advisory Solutions
Georgia
$2,650 – – –
WestEnd Advisors
1663
WestEnd Advisors
North Carolina
$2,650 – – –
YP
1664
YANKCOM Partnership
South Dakota
$2,650 – – –
Eastern Bank
1665
Eastern Bank
Massachusetts
$2,650 +$3,320 +12 新規
Quaker Wealth Management
1666
Quaker Wealth Management
New Jersey
$2,430 +$553 +2 +22%
American Capital Advisory
1667
American Capital Advisory
Idaho
$2,209 -$830 -3 -23%
PWMG
1668
Private Wealth Management Group
New Jersey
$2,209 – – –
HFM Investment Advisors
1669
HFM Investment Advisors
New Jersey
$2,209 +$1,383 +5 +100%
Whipplewood Advisors
1670
Whipplewood Advisors
Colorado
$2,208 -$2.13万 -77 -89%
BC
1671
Bayforest Capital
United Kingdom
$2,208 +$2,490 +9 +900%
Proathlete Wealth Management
1672
Proathlete Wealth Management
Florida
$1,998 – – –
Evolution Wealth Management
1673
Evolution Wealth Management
Florida
$1,987 +$2,490 +9 新規
MWM
1674
Mascoma Wealth Management
New Hampshire
$1,767 -$277 -1 -11%
Tradewinds Capital Management
1675
Tradewinds Capital Management
Washington
$1,767 – – –