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名前 保有額 取引額 株数
増減
保有比率の
変化
Torren Management
426
Torren Management
California
$740 -$859 -14 -48%
CH
427
Cromwell Holdings
Wyoming
$511 -$552 -9 -47%
APFP
428
Action Point Financial Planning
Michigan
$455 +$552 +9 新規
Oakmont Advisory Group
429
Oakmont Advisory Group
New Mexico
$404 +$491 +8 新規
DiNuzzo Private Wealth
430
DiNuzzo Private Wealth
Pennsylvania
$304 -$307 -5 -45%
HFM Investment Advisors
431
HFM Investment Advisors
New Jersey
$304 +$184 +3 +100%
Valued Wealth Advisors
432
Valued Wealth Advisors
Utah
$256 – – –
MV Capital Management
433
MV Capital Management
Maryland
$203 -$5,459 -89 -96%
Fortitude Family Office
434
Fortitude Family Office
Arizona
$202 -$1,288 -21 -84%
Horizon Investments
435
Horizon Investments
North Carolina
$202 -$245 -4 -50%
SHP Wealth Management
436
SHP Wealth Management
Massachusetts
$189 -$123 -2 -33%
Bay Harbor Wealth Management
437
Bay Harbor Wealth Management
Maryland
$152 -$552 -9 -75%
DecisionPoint Financial
438
DecisionPoint Financial
Arizona
$103 +$123 +2 新規
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$101 – – –
Rakuten Securities
440
Rakuten Securities
Japan
$101 +$61 +1 +100%
Financial Gravity Companies
441
Financial Gravity Companies
Texas
$101 +$123 +2 新規
Halbert Hargrove Global Advisors
442
Halbert Hargrove Global Advisors
California
$78 +$123 +2 新規
Hughes Financial Services
443
Hughes Financial Services
Virginia
$51 -$61 -1 -50%
Rialto Wealth Management
444
Rialto Wealth Management
New York
$51 – – –
Maryland Capital Advisors
445
Maryland Capital Advisors
Maryland
$51 +$61 +1 新規
Planning Strategies
446
Planning Strategies
Pennsylvania
$51 +$61 +1 新規
RJA
447
Ross\Johnson & Associates
Minnesota
$51 +$61 +1 新規
Arbejdsmarkedets Tillaegspension
448
Arbejdsmarkedets Tillaegspension
– -$2313万 -354,383 解消
Westwood Holdings Group
449
Westwood Holdings Group
Texas
– -$1621万 -248,417 解消
Woodline Partners
450
Woodline Partners
California
– -$1521万 -233,043 解消