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名前 保有額 取引額 株数
増減
保有比率の
変化
CoreCap Advisors
651
CoreCap Advisors
Michigan
$3.04万 -$34.4万 -534 -91%
CVA Family Office
652
CVA Family Office
Colorado
$3.04万 +$1,933 +3 +6%
Zions Bancorporation, National Association
653
Zions Bancorporation, National Association
Utah
$2.87万 +$2,578 +4 +9%
RFG
654
REAP Financial Group
Texas
$2.81万 -$9.15万 -142 -74%
PF
655
PlanVest Financial
Maryland
$2.81万 +$3.22万 +50 新規
SFG
656
Strive Financial Group
Indiana
$2.64万 -$4.96万 -77 -62%
Continuum Advisory
657
Continuum Advisory
Idaho
$2.47万 +$2.84万 +44 新規
Harbor Capital Advisors
658
Harbor Capital Advisors
Illinois
$2.3万 -$2,578 -4 -9%
JFS Wealth Advisors
659
JFS Wealth Advisors
Pennsylvania
$2.25万 – – –
CIM
660
Contravisory Investment Management
Massachusetts
$2.25万 -$644 -1 -2%
Caldwell Trust
661
Caldwell Trust
Florida
$2.25万 +$2.58万 +40 新規
APFP
662
Action Point Financial Planning
Michigan
$2.25万 +$2.84万 +44 新規
CWP
663
Clark Wealth Partners
Illinois
$2.19万 – – –
Bogart Wealth LLC
664
Bogart Wealth LLC
Virginia
$2.19万 +$1.93万 +30 +333%
EWM
665
Evolution Wealth Management
Florida
$2.14万 -$32.4万 -502 -93%
Atlantic Union Bankshares
666
Atlantic Union Bankshares
Virginia
$2.08万 +$2.38万 +37 新規
FIM
667
FWL Investment Management
Texas
$1.97万 +$2.26万 +35 新規
TD Private Client Wealth
668
TD Private Client Wealth
New York
$1.91万 -$3.67万 -57 -63%
CMA
669
Cedar Mountain Advisors
Oregon
$1.91万 – – –
FFO
670
Fortitude Family Office
Arizona
$1.91万 – – –
Strategic Wealth Partners
671
Strategic Wealth Partners
Ohio
$1.91万 +$1,289 +2 +6%
Keating Financial Advisory Services
672
Keating Financial Advisory Services
Kansas
$1.91万 +$4,511 +7 +26%
WAU
673
Wellington-Altus USA
Manitoba, Canada
$1.83万 – – –
Farmers & Merchants Investments Inc
674
Farmers & Merchants Investments Inc
Nebraska
$1.74万 -$1,289 -2 -6%
BWA
675
Basecamp Wealth Advisors
Washington
$1.74万 +$644 +1 +3%