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名前 保有額 取引額 株数
増減
保有比率の
変化
Keating Financial Advisory Services
701
Keating Financial Advisory Services
Kansas
$2,368 +$987 +3 +60%
BFS
702
Bare Financial Services
Pennsylvania
$2,368 +$2,304 +7 +700%
W
703
WealthCollab
Washington
$2,073 -$7,898 -24 -77%
JWM
704
JPL Wealth Management
Colorado
$2,073 – – –
Marquette Asset Management
705
Marquette Asset Management
Minnesota
$2,073 +$2,304 +7 新規
Summit Securities Group
706
Summit Securities Group
New York
$2,072 +$658 +2 +40%
Spire Wealth Management
707
Spire Wealth Management
Virginia
$1,805 -$238万 -7,223 -100%
Manchester Capital Management
708
Manchester Capital Management
Vermont
$1,777 -$5,923 -18 -75%
Bell Investment Advisors
709
Bell Investment Advisors
California
$1,777 -$1,645 -5 -45%
RF
710
Rossby Financial
Florida
$1,776 -$658 -2 -25%
KG
711
Kilter Group
New York
$1,481 +$658 +2 +67%
RWM
712
Rialto Wealth Management
New York
$1,481 +$987 +3 +150%
ATC
713
Adirondack Trust Company
New York
$1,480 – – –
Compass Financial Management
714
Compass Financial Management
Florida
$1,480 +$1,645 +5 新規
MV Capital Management
715
MV Capital Management
Maryland
$1,185 -$4,278 -13 -76%
Bogart Wealth LLC
716
Bogart Wealth LLC
Virginia
$1,184 -$4,278 -13 -76%
Golden State Wealth Management
717
Golden State Wealth Management
California
$1,184 – – –
APFP
718
Action Point Financial Planning
Michigan
$1,184 +$1,316 +4 新規
DiNuzzo Private Wealth
719
DiNuzzo Private Wealth
Pennsylvania
$889 -$987 -3 -50%
BOK Financial Private Wealth
720
BOK Financial Private Wealth
Colorado
$889 +$987 +3 新規
AG
721
AmeriFlex Group
Nevada
$888 – – –
Hughes Financial Services
722
Hughes Financial Services
Virginia
$888 +$329 +1 +50%
PS
723
Planning Strategies
Pennsylvania
$888 +$987 +3 新規
Provenance Wealth Advisors
724
Provenance Wealth Advisors
Florida
$888 +$987 +3 新規
BIM
725
Breakwater Investment Management
Washington
$593 +$658 +2 新規