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名前 保有額 取引額 株数
増減
保有比率の
変化
UFPG
701
United Financial Planning Group
New York
$6,183 +$7,089 +11 新規
Smithfield Trust
702
Smithfield Trust
Pennsylvania
$6,000 – – –
PSFG
703
Park Square Financial Group
Georgia
$5,621 -$2,578 -4 -29%
BHWM
704
Bay Harbor Wealth Management
Maryland
$5,621 – – –
Marquette Asset Management
705
Marquette Asset Management
Minnesota
$5,621 – – –
MMCM
706
Murphy & Mullick Capital Management
New York
$5,621 – – –
Newbridge Financial Services Group
707
Newbridge Financial Services Group
Florida
$5,621 – – –
CCMI
708
Creative Capital Management Investments
California
$5,621 +$6,445 +10 新規
W
709
WealthCollab
Washington
$5,059 – – –
Clearstead Advisors
710
Clearstead Advisors
Ohio
$5,059 +$1,289 +2 +29%
RF
711
Rossby Financial
Florida
$5,059 +$1,289 +2 +29%
Buck Wealth Strategies
712
Buck Wealth Strategies
Colorado
$5,059 +$5,800 +9 新規
Glen Eagle Advisors
713
Glen Eagle Advisors
New Jersey
$4,497 – – –
Physician Wealth Advisors
714
Physician Wealth Advisors
Utah
$4,497 – – –
RWM
715
Rialto Wealth Management
New York
$4,497 +$644 +1 +14%
Hughes Financial Services
716
Hughes Financial Services
Virginia
$4,497 +$1,289 +2 +33%
IMA Advisory Services
717
IMA Advisory Services
Colorado
$4,497 +$1,933 +3 +60%
HIA
718
HFM Investment Advisors
New Jersey
$4,497 +$3,222 +5 +167%
CH
719
Cromwell Holdings
Wyoming
$4,497 +$5,156 +8 新規
VR
720
Vision Retirement
New Jersey
$4,497 +$5,156 +8 新規
MAFA
721
MJT & Associates Financial Advisory
Minnesota
$3,935 -$1,289 -2 -22%
North Star Investment Management
722
North Star Investment Management
Illinois
$3,935 – – –
PWMG
723
Prestige Wealth Management Group
New Jersey
$3,935 – – –
DiNuzzo Private Wealth
724
DiNuzzo Private Wealth
Pennsylvania
$3,935 +$644 +1 +17%
ACM
725
Accent Capital Management
Ohio
$3,935 +$4,511 +7 新規