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名前 保有額 取引額 株数
増減
保有比率の
変化
HBW
1101
Hazlett, Burt & Watson
West Virginia
$2,000 +$1,213 +10 新規
KG
1102
Kilter Group
New York
$1,945 -$606 -5 -29%
SA
1103
Seneschal Advisors
Washington
$1,945 – – –
QWM
1104
Quaker Wealth Management
New Jersey
$1,783 – – –
DF
1105
DecisionPoint Financial
Arizona
$1,689 +$1,334 +11 新規
Harbor Investment Advisory
1106
Harbor Investment Advisory
Maryland
$1,621 – – –
GA
1107
GoalVest Advisory
New York
$1,621 +$1,213 +10 新規
APW
1108
Allied Private Wealth
Florida
$1,467 +$1,334 +11 新規
Banque Cantonale Vaudoise
1109
Banque Cantonale Vaudoise
Switzerland
$1,461 -$46.6万 -3,840 -30%
MV Capital Management
1110
MV Capital Management
Maryland
$1,459 +$606 +5 +125%
Strategic Wealth Partners
1111
Strategic Wealth Partners
Ohio
$1,459 +$1,092 +9 新規
Financial Gravity Companies
1112
Financial Gravity Companies
Texas
$1,297 +$970 +8 新規
TTIC
1113
Tower Trust & Investment Company
Iowa
$1,296 +$970 +8 新規
BIM
1114
Breakwater Investment Management
Washington
$1,135 +$849 +7 新規
IWM
1115
IMG Wealth Management
Florida
$1,134 +$849 +7 新規
WestEnd Advisors
1116
WestEnd Advisors
North Carolina
$1,134 +$849 +7 新規
MCA
1117
Maryland Capital Advisors
Maryland
$649 +$485 +4 新規
Quarry LP
1118
Quarry LP
New York
$648 +$485 +4 新規
3FI
1119
3 Factor Indexing
California
$487 – – –
NWS
1120
Nvest Wealth Strategies
Ohio
$487 +$364 +3 新規
Stone House Investment Management
1121
Stone House Investment Management
Pennsylvania
$486 +$364 +3 新規
TAP
1122
Tounjian Advisory Partners
Florida
$486 +$364 +3 新規
TFC Financial Management
1123
TFC Financial Management
Massachusetts
$325 +$243 +2 新規
RJA
1124
Ross\Johnson & Associates
Minnesota
$324 +$243 +2 新規
Sound Shore Management
1125
Sound Shore Management
Connecticut
– -$6054万 -924,882 解消