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名前 保有額 取引額 株数
増減
保有比率の
変化
MWA
1876
Medallion Wealth Advisors
Connecticut
$1.25万 +$1,817 +5 +14%
BHWM
1877
Bay Harbor Wealth Management
Maryland
$1.22万 +$2,180 +6 +18%
BFS
1878
Bare Financial Services
Pennsylvania
$1.22万 +$6,903 +19 +95%
VERPA
1879
Virginia Estate & Retirement Planning Advisors
Virginia
$1.22万 +$1.42万 +39 新規
JGIA
1880
Jackson Grant Investment Advisers
Connecticut
$1.16万 – – –
MSWM
1881
Mowery & Schoenfeld Wealth Management
Illinois
$1.16万 – – –
ACA
1882
American Capital Advisory
Idaho
$1.16万 +$1,453 +4 +12%
Hughes Financial Services
1883
Hughes Financial Services
Virginia
$1.16万 +$3,633 +10 +37%
MWPCG
1884
Measured Wealth Private Client Group
New Hampshire
$1.16万 +$1.34万 +37 新規
Evermay Wealth Management
1885
Evermay Wealth Management
Virginia
$1.13万 – – –
BONH
1886
Bank of New Hampshire
New Hampshire
$1.1万 -$3,997 -11 -24%
CCMI
1887
Creative Capital Management Investments
California
$1.1万 +$5,450 +15 +75%
SG
1888
Sankala Group
Colorado
$1.05万 -$1,090 -3 -9%
SIS
1889
Strategic Investment Solutions
Illinois
$1.05万 +$363 +1 +3%
VWA
1890
VSM Wealth Advisory
Maryland
$1.05万 +$363 +1 +3%
PCFFS
1891
Pacific Center for Financial Services
California
$1.03万 -$1.2万 -33 -50%
TFC Financial Management
1892
TFC Financial Management
Massachusetts
$1.03万 +$9,084 +25 +313%
Capital Analysts LLC
1893
Capital Analysts LLC
Pennsylvania
$1万 -$363 -1 -3%
AFC
1894
Ares Financial Consulting
California
$9,707 +$2,180 +6 +24%
BC
1895
Broadwater Capital
Massachusetts
$9,394 -$7,267 -20 -40%
CF
1896
Collier Financial
Colorado
$9,394 – – –
PWA
1897
Principia Wealth Advisory
Texas
$9,394 +$4,360 +12 +67%
FA
1898
Fedenia Advisers
Wisconsin
$9,394 +$1.09万 +30 新規
CWP
1899
Clark Wealth Partners
Illinois
$9,117 – – –
CWM
1900
Copia Wealth Management
Oregon
$9,115 – – –