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名前 保有額 取引額 株数
増減
保有比率の
変化
Bell Investment Advisors
351
Bell Investment Advisors
California
$977 +$1,087 +54 新規
CVA Family Office
352
CVA Family Office
Colorado
$959 -$1.83万 -907 -94%
CH
353
Cromwell Holdings
Wyoming
$959 +$1,066 +53 新規
LifeSteps Financial
354
LifeSteps Financial
California
$959 +$1,066 +53 新規
Pinnacle Wealth Planning Services
355
Pinnacle Wealth Planning Services
Ohio
$923 +$1,026 +51 新規
Cornerstone Planning Group
356
Cornerstone Planning Group
New Jersey
$880 – – –
Transamerica Financial Advisors
357
Transamerica Financial Advisors
Florida
$868 +$664 +33 +220%
SHP Wealth Management
358
SHP Wealth Management
Massachusetts
$768 – – –
Investors Portfolio Services
359
Investors Portfolio Services
Washington
$724 – – –
Whittier Trust
360
Whittier Trust
California
$527 -$5,171 -257 -91%
Cornerstone Financial Management
361
Cornerstone Financial Management
Massachusetts
$507 +$563 +28 新規
JFS Wealth Advisors
362
JFS Wealth Advisors
Pennsylvania
$489 – – –
Copia Wealth Management
363
Copia Wealth Management
Oregon
$452 – – –
AT
364
Arlington Trust
Alabama
$362 +$402 +20 新規
Planning Strategies
365
Planning Strategies
Pennsylvania
$271 +$302 +15 新規
Montag & Associates
366
Montag & Associates
Georgia
$199 – – –
Advisornet Financial
367
Advisornet Financial
Minnesota
$181 -$9,860 -490 -98%
MV Capital Management
368
MV Capital Management
Maryland
$145 +$161 +8 新規
Cassaday & Co Wealth Management
369
Cassaday & Co Wealth Management
Virginia
$109 -$3,783 -188 -97%
3 Factor Indexing
370
3 Factor Indexing
California
$91 +$101 +5 新規
AssetMark Inc
371
AssetMark Inc
California
$90 +$101 +5 新規
Brown Brothers Harriman & Co
372
Brown Brothers Harriman & Co
New York
$36 – – –
Medallion Wealth Advisors
373
Medallion Wealth Advisors
Connecticut
$36 +$40 +2 新規
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$18 -$1,348 -67 -99%
Huntington National Bank
375
Huntington National Bank
Ohio
$18 – – –