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名前 保有額 取引額 株数
増減
保有比率の
変化
DiNuzzo Private Wealth
1001
DiNuzzo Private Wealth
Pennsylvania
$3.44万 – – –
JTBR
1002
James T. Borello RIA
Illinois
$3.42万 +$2,789 +23 +12%
SPF
1003
South Plains Financial
Texas
$3.29万 – – –
Caldwell Trust
1004
Caldwell Trust
Florida
$3.24万 +$2.43万 +200 新規
TIAAOA
1005
Teachers Insurance & Annuity Association of America
New York
$3.24万 +$2.43万 +200 新規
B
1006
Bayban
Minnesota
$3.14万 -$7,277 -60 -24%
RCM
1007
Raleigh Capital Management
North Carolina
$3.08万 +$2.3万 +190 新規
Mather Group
1008
Mather Group
Illinois
$3.01万 – – –
BTD
1009
BankPlus Trust Department
Mississippi
$2.93万 – – –
Foster Dykema Cabot & Partners
1010
Foster Dykema Cabot & Partners
Massachusetts
$2.93万 – – –
DF
1011
Dunhill Financial
United Kingdom
$2.88万 – – –
SJS Investment Consulting
1012
SJS Investment Consulting
Ohio
$2.76万 -$121 -1 -0.6%
UFPG
1013
United Financial Planning Group
New York
$2.72万 +$2.04万 +168 新規
Atlantic Union Bankshares
1014
Atlantic Union Bankshares
Virginia
$2.67万 +$1.9万 +157 +1,963%
AWM
1015
Abound Wealth Management
Tennessee
$2.61万 +$121 +1 +0.6%
HNW
1016
High Note Wealth
Minnesota
$2.54万 +$2,304 +19 +14%
Park Place Capital
1017
Park Place Capital
Alabama
$2.53万 -$1.81万 -149 -49%
CIM
1018
Contravisory Investment Management
Massachusetts
$2.51万 -$2.36万 -195 -56%
Kelleher Financial Advisors
1019
Kelleher Financial Advisors
New York
$2.4万 +$1.8万 +148 新規
VWA
1020
Valued Wealth Advisors
Utah
$2.27万 +$2,911 +24 +21%
D.J. St. Germain
1021
D.J. St. Germain
Massachusetts
$2.24万 – – –
KFG
1022
Kingdom Financial Group
Arizona
$2.24万 +$1.32万 +109 +376%
BFS
1023
Bare Financial Services
Pennsylvania
$2.17万 +$9,217 +76 +131%
LRI Investments
1024
LRI Investments
Florida
$2.14万 +$3,881 +32 +32%
CMA
1025
Cedar Mountain Advisors
Oregon
$2.09万 – – –