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名前 保有額 取引額 株数
増減
保有比率の
変化
Silver Grove Financial Group
401
Silver Grove Financial Group
New York
$2,780 +$1,779 +29 +112%
PWMG
402
Private Wealth Management Group
New Jersey
$2,730 +$2,392 +39 +260%
Webster Bank
403
Webster Bank
Connecticut
$2,578 – – –
GoalVest Advisory
404
GoalVest Advisory
New York
$2,578 +$3,128 +51 新規
Security National Bank of So Dak
405
Security National Bank of So Dak
Iowa
$2,274 +$2,760 +45 新規
Brown Brothers Harriman & Co
406
Brown Brothers Harriman & Co
New York
$1,971 -$1,165 -19 -33%
Strive Financial Group
407
Strive Financial Group
Indiana
$1,971 +$2,392 +39 新規
AssetMark Inc
408
AssetMark Inc
California
$1,853 -$3,006 -49 -57%
LRI Investments
409
LRI Investments
Florida
$1,769 +$307 +5 +17%
Versant Capital Management
410
Versant Capital Management
Arizona
$1,617 -$1.42万 -231 -88%
Raffa Wealth Management
411
Raffa Wealth Management
District of Columbia
$1,617 +$1,901 +31 +3,100%
JFS Wealth Advisors
412
JFS Wealth Advisors
Pennsylvania
$1,425 -$797 -13 -32%
Mather Group
413
Mather Group
Illinois
$1,415 – – –
SIM
414
Synergy Investment Management
Florida
$1,357 +$920 +15 +150%
Purpose Unlimited Inc
415
Purpose Unlimited Inc
$1,314 -$1,411 -23 -47%
AmeriFlex Group
416
AmeriFlex Group
Nevada
$1,264 +$1,533 +25 新規
WealthCollab
417
WealthCollab
Washington
$1,213 -$2.07万 -338 -93%
Asset Dedication LLC
418
Asset Dedication LLC
California
$1,163 +$1,411 +23 新規
JDM Financial Group
419
JDM Financial Group
Texas
$1,162 – – –
Sunrise Financial Services
420
Sunrise Financial Services
Washington
$1,112 – – –
Caldwell Sutter Capital
421
Caldwell Sutter Capital
California
$1,061 – – –
American Capital Advisory
422
American Capital Advisory
Idaho
$961 +$859 +14 +280%
HM Payson & Co
423
HM Payson & Co
Maine
$860 – – –
Creative Capital Management Investments
424
Creative Capital Management Investments
California
$859 +$1,043 +17 新規
Triumph Capital Management
425
Triumph Capital Management
Colorado
$809 – – –