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名前 保有額 取引額 株数
増減
保有比率の
変化
RS
1901
Rakuten Securities
Japan
$9,081 -$2.4万 -66 -69%
Raffa Wealth Management
1902
Raffa Wealth Management
District of Columbia
$9,081 +$1,453 +4 +16%
MidFirst Bank
1903
MidFirst Bank
Oklahoma
$8,768 +$1,817 +5 +22%
NWS
1904
Nvest Wealth Strategies
Ohio
$8,455 -$727 -2 -7%
RWM
1905
Rialto Wealth Management
New York
$8,142 +$1,453 +4 +18%
BF
1906
Brooklyn FI
New York
$8,026 +$9,084 +25 新規
API
1907
Asset Planning Inc
California
$7,859 – – –
MAS
1908
MPWM Advisory Solutions
Georgia
$7,828 – – –
Pittenger & Anderson Inc
1909
Pittenger & Anderson Inc
Nebraska
$7,516 -$1,090 -3 -11%
Silicon Valley Capital Partners
1910
Silicon Valley Capital Partners
California
$7,249 – – –
GWM
1911
Gilpin Wealth Management
Colorado
$7,202 – – –
MAFA
1912
MJT & Associates Financial Advisory
Minnesota
$7,202 – – –
CSC
1913
Caldwell Sutter Capital
California
$7,202 +$727 +2 +10%
Moisand Fitzgerald Tamayo
1914
Moisand Fitzgerald Tamayo
Florida
$6,889 – – –
EWM
1915
Evolution Wealth Management
Florida
$6,576 – – –
HIMS
1916
Hager Investment Management Services
New Hampshire
$6,263 -$5,450 -15 -43%
RWS
1917
Retirement Wealth Solutions
Wisconsin
$5,950 +$363 +1 +6%
SA
1918
SRH Advisors
Kansas
$5,949 – – –
AP
1919
Aspect Partners
Virginia
$5,010 -$2,543 -7 -30%
BH
1920
Burk Holdings
Oklahoma
$5,010 – – –
PS
1921
Planning Strategies
Pennsylvania
$5,010 +$5,813 +16 新規
MTI
1922
Merrithew & Thorsten Inc
California
$5,000 – – –
1NWS
1923
1 North Wealth Services
Maryland
$4,697 – – –
GFA
1924
Godfrey Financial Associates
New York
$4,384 -$4,360 -12 -46%
MSG
1925
Main Street Group
Virginia
$4,157 -$1,090 -3 -19%