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名前 保有額 取引額 株数
増減
保有比率の
変化
Transce3nd
651
Transce3nd
Texas
$1.72万 -$577 -4 -3%
CX Institutional
652
CX Institutional
Indiana
$1.6万 -$12.7万 -880 -91%
Keating Financial Advisory Services
653
Keating Financial Advisory Services
Kansas
$1.58万 +$4,615 +32 +57%
Cassaday & Co Wealth Management
654
Cassaday & Co Wealth Management
Virginia
$1.56万 -$1,298 -9 -9%
Quarry LP
655
Quarry LP
New York
$1.55万 +$1.24万 +86 新規
Atlas Capital Advisors
656
Atlas Capital Advisors
Wyoming
$1.44万 +$8,941 +62 +344%
Zions Bancorporation, National Association
657
Zions Bancorporation, National Association
Utah
$1.4万 +$721 +5 +7%
SEP
658
Signature Equity Partners
Ohio
$1.4万 +$8,653 +60 +333%
IFG Advisory
659
IFG Advisory
Georgia
$1.39万 +$1.11万 +77 新規
WhitTier Trust Company
660
WhitTier Trust Company
Nevada
$1.32万 -$433 -3 -3%
True Wealth Design
661
True Wealth Design
Ohio
$1.28万 -$2,019 -14 -16%
Concord Wealth Partners
662
Concord Wealth Partners
Virginia
$1.28万 +$1.02万 +71 新規
Basecamp Wealth Advisors
663
Basecamp Wealth Advisors
Washington
$1.24万 -$2,019 -14 -17%
CIA
664
Cape Investment Advisory
Georgia
$1.22万 +$9,806 +68 新規
Burkett Financial Services
665
Burkett Financial Services
South Carolina
$1.17万 +$9,374 +65 新規
Pacific Center for Financial Services
666
Pacific Center for Financial Services
California
$1.17万 – – –
APFP
667
Action Point Financial Planning
Michigan
$1.1万 +$9,518 +66 新規
Strengthening Families & Communities LLC
668
Strengthening Families & Communities LLC
Massachusetts
$1.08万 +$1,731 +12 +25%
Clearstead Trust
669
Clearstead Trust
Maine
$1.01万 – – –
High Note Wealth
670
High Note Wealth
Minnesota
$9,533 – – –
CH
671
Cromwell Holdings
Wyoming
$8,993 +$3,605 +25 +100%
Bogart Wealth LLC
672
Bogart Wealth LLC
Virginia
$8,813 +$1,442 +10 +26%
Whittier Trust
673
Whittier Trust
California
$8,565 – – –
United Financial Planning Group
674
United Financial Planning Group
New York
$8,453 – – –
Cornerstone Planning Group
675
Cornerstone Planning Group
New Jersey
$8,249 -$4,615 -32 -35%