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名前 保有額 取引額 株数
増減
保有比率の
変化
Salomon & Ludwin
501
Salomon & Ludwin
Virginia
$1,496 – – –
JPL Wealth Management
502
JPL Wealth Management
Colorado
$1,431 +$1,335 +75 新規
SIM
503
Synergy Investment Management
Florida
$1,406 +$1,317 +74 新規
NBT Bank
504
NBT Bank
New York
$1,355 – – –
DiNuzzo Private Wealth
505
DiNuzzo Private Wealth
Pennsylvania
$1,222 – – –
Lloyd Advisory Services
506
Lloyd Advisory Services
Georgia
$1,202 +$1,122 +63 新規
CH
507
Cromwell Holdings
Wyoming
$1,164 – – –
Bay Harbor Wealth Management
508
Bay Harbor Wealth Management
Maryland
$1,145 +$285 +16 +36%
Planning Strategies
509
Planning Strategies
Pennsylvania
$1,126 +$1,050 +59 新規
HFM Investment Advisors
510
HFM Investment Advisors
New Jersey
$1,050 +$463 +26 +90%
TAP
511
Tounjian Advisory Partners
Florida
$859 +$801 +45 新規
Zions Bancorporation, National Association
512
Zions Bancorporation, National Association
Utah
$820 +$765 +43 新規
Sachetta
513
Sachetta
Massachusetts
$726 +$676 +38 新規
Hughes Financial Services
514
Hughes Financial Services
Virginia
$706 – – –
MV Capital Management
515
MV Capital Management
Maryland
$516 – – –
Activest Wealth Management
516
Activest Wealth Management
Florida
$420 -$7,032 -395 -95%
SHP Wealth Management
517
SHP Wealth Management
Massachusetts
$401 +$374 +21 新規
Quaker Wealth Management
518
Quaker Wealth Management
New Jersey
$363 – – –
Halbert Hargrove Global Advisors
519
Halbert Hargrove Global Advisors
California
$280 +$267 +15 新規
DecisionPoint Financial
520
DecisionPoint Financial
Arizona
$234 +$214 +12 新規
Bartlett & Co Wealth Management
521
Bartlett & Co Wealth Management
Ohio
$172 – – –
American Capital Advisory
522
American Capital Advisory
Idaho
$153 – – –
Beaird Harris Wealth Management
523
Beaird Harris Wealth Management
Texas
$153 – – –
Maryland Capital Advisors
524
Maryland Capital Advisors
Maryland
$96 +$89 +5 新規
Medallion Wealth Advisors
525
Medallion Wealth Advisors
Connecticut
$57 +$53 +3 新規