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名前 保有額 取引額 株数
増減
保有比率の
変化
Tower Trust & Investment Company
1876
Tower Trust & Investment Company
Iowa
$14.3万 – – –
Abound Financial
1877
Abound Financial
California
$14.3万 +$13.2万 +200 新規
Prosperity Bancshares
1878
Prosperity Bancshares
Texas
$14.1万 +$1.65万 +25 +15%
Kozak & Associates
1879
Kozak & Associates
Colorado
$14万 – – –
IFS
1880
Intelligent Financial Strategies
Minnesota
$13.9万 – – –
Towarzystwo Funduszy Inwestycyjnych PZU SA
1881
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.6万 +$1.98万 +30 +19%
Newbridge Financial Services Group
1882
Newbridge Financial Services Group
Florida
$13.4万 +$4.68万 +71 +61%
Munich Reinsurance
1883
Munich Reinsurance
$13.3万 -$2.96万 -45 -19%
SJS Investment Consulting
1884
SJS Investment Consulting
Ohio
$13.2万 +$2.64万 +40 +28%
Provenance Wealth Advisors
1885
Provenance Wealth Advisors
Florida
$13.1万 +$6,589 +10 +6%
Dakota Community Bank & Trust
1886
Dakota Community Bank & Trust
North Dakota
$13.1万 +$12.1万 +183 新規
SHP Wealth Management
1887
SHP Wealth Management
Massachusetts
$13万 -$3,294 -5 -3%
Bangor Savings Bank
1888
Bangor Savings Bank
Maine
$12.6万 – – –
Hills Bank & Trust
1889
Hills Bank & Trust
Iowa
$12.4万 +$11.5万 +174 新規
Hager Investment Management Services
1890
Hager Investment Management Services
New Hampshire
$12.3万 -$5,271 -8 -4%
Harel Insurance Investments & Financial Services
1891
Harel Insurance Investments & Financial Services
Israel
$12.1万 – – –
United Community Bank
1892
United Community Bank
South Carolina
$12.1万 – – –
Aventura Private Wealth
1893
Aventura Private Wealth
Florida
$11.9万 +$7.97万 +121 +263%
Financial Consulate
1894
Financial Consulate
Maryland
$11.7万 +$2.44万 +37 +29%
CVA Family Office
1895
CVA Family Office
Colorado
$11.4万 +$1.58万 +24 +18%
Paladin Advisory Group
1896
Paladin Advisory Group
Iowa
$11.3万 – – –
APFP
1897
Action Point Financial Planning
Michigan
$11.2万 +$10.7万 +163 新規
JFS Wealth Advisors
1898
JFS Wealth Advisors
Pennsylvania
$10.8万 +$1,977 +3 +2%
Cornerstone Planning Group
1899
Cornerstone Planning Group
New Jersey
$10.8万 -$7,248 -11 -6%
Smallwood Wealth Investment Management
1900
Smallwood Wealth Investment Management
New Jersey
$10.7万 – – –