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名前 保有額 取引額 株数
増減
保有比率の
変化
CKW Financial Group
2051
CKW Financial Group
Hawaii
$2,000 +$1,339 +15 新規
Halbert Hargrove Global Advisors
2052
Halbert Hargrove Global Advisors
California
$1,867 +$1,607 +18 新規
Trifecta Capital Advisors
2053
Trifecta Capital Advisors
Illinois
$1,863 +$1,607 +18 新規
Albion Financial Group
2054
Albion Financial Group
Utah
$1,759 -$3,838 -43 -72%
Caitlin John
2055
Caitlin John
Michigan
$1,552 – – –
Hara Capital
2056
Hara Capital
Washington
$1,448 – – –
Bare Financial Services
2057
Bare Financial Services
Pennsylvania
$1,345 -$536 -6 -32%
NorthAvenue LLC
2058
NorthAvenue LLC
Ohio
$1,242 – – –
Spectrum Wealth Advisory Group
2059
Spectrum Wealth Advisory Group
California
$1,221 +$1,071 +12 新規
Seneschal Advisors
2060
Seneschal Advisors
Washington
$1,138 -$2.77万 -310 -97%
Evolution Wealth Management
2061
Evolution Wealth Management
Florida
$1,138 – – –
Phillip James Consulting
2062
Phillip James Consulting
Minnesota
$1,138 – – –
Ulland Investment Advisors
2063
Ulland Investment Advisors
Minnesota
$1,000 – – –
NWM
2064
Navigoe Wealth Management
California
$1,000 +$1,160 +13 新規
Mosley Wealth Management
2065
Mosley Wealth Management
California
$931 +$803 +9 新規
Breakwater Investment Management
2066
Breakwater Investment Management
Washington
$828 – – –
NWMP
2067
Noble Wealth Management PBC
Colorado
$828 +$714 +8 新規
Jackson Grant Investment Advisers
2068
Jackson Grant Investment Advisers
Connecticut
$724 +$625 +7 新規
RJA
2069
Ross\Johnson & Associates
Minnesota
$621 +$357 +4 +200%
Tidemark
2070
Tidemark
California
$621 +$536 +6 新規
Fairman Group
2071
Fairman Group
Pennsylvania
$517 – – –
Bear Mountain Capital
2072
Bear Mountain Capital
Washington
$319 – – –
Highland Investment Advisors
2073
Highland Investment Advisors
Florida
$310 +$268 +3 新規
Cranbrook Wealth Management
2074
Cranbrook Wealth Management
Michigan
$250 -$2.66万 -298 -99%
Cordant Inc
2075
Cordant Inc
Oregon
$239 +$179 +2 新規