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名前 保有額 取引額 株数
増減
保有比率の
変化
RWM
1201
Rialto Wealth Management
New York
$8,252 +$3,469 +75 +74%
JFG
1202
JDM Financial Group
Texas
$8,205 – – –
GHP Investment Advisors
1203
GHP Investment Advisors
Colorado
$7,973 – – –
SouthState Corp
1204
SouthState Corp
Florida
$7,693 +$1,573 +34 +26%
Westside Investment Management
1205
Westside Investment Management
California
$7,459 – – –
BCM
1206
Boreal Capital Management
Florida
$6,993 – – –
CWA
1207
Carolina Wealth Advisors
South Carolina
$6,993 – – –
PS
1208
Planning Strategies
Pennsylvania
$6,807 +$6,754 +146 新規
TVWM
1209
Tower View Wealth Management
Wisconsin
$6,662 +$46 +1 +0.7%
ACA
1210
American Capital Advisory
Idaho
$6,574 +$694 +15 +12%
KFP
1211
Kerr Financial Planning
California
$6,485 +$93 +2 +0%
IPS
1212
Investors Portfolio Services
Washington
$6,389 +$1,110 +24 +21%
APW
1213
Aventura Private Wealth
Florida
$6,294 – – –
Colonial Trust Advisors
1214
Colonial Trust Advisors
South Carolina
$6,294 +$2,405 +52 +63%
Hughes Financial Services
1215
Hughes Financial Services
Virginia
$6,247 +$2,035 +44 +49%
VWA
1216
Valued Wealth Advisors
Utah
$6,235 -$3,516 -76 -36%
PWA
1217
Principia Wealth Advisory
Texas
$6,014 +$2,498 +54 +72%
Compass Financial Management
1218
Compass Financial Management
Florida
$5,780 +$5,736 +124 新規
Fulcrum Asset Management
1219
Fulcrum Asset Management
United Kingdom
$5,752 +$5,643 +122 新規
Thompson Investment Management
1220
Thompson Investment Management
Wisconsin
$5,035 – – –
Alpine Bank Wealth Management
1221
Alpine Bank Wealth Management
Colorado
$4,988 +$4,950 +107 新規
Financial Management Professionals
1222
Financial Management Professionals
Texas
$4,942 +$2,452 +53 +100%
J. Safra Asset Management
1223
J. Safra Asset Management
New York
$4,895 – – –
RIAS
1224
Rachor Investment Advisory Services
Michigan
$4,745 +$46 +1 +1%
MFS
1225
Montgomery Financial Services
Maryland
$4,662 +$4,626 +100 新規