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名前 保有額 取引額 株数
増減
保有比率の
変化
Quest 10 Wealth Builders
676
Quest 10 Wealth Builders
Virginia
$3,932 +$631 +8 +18%
Pinnacle Wealth Planning Services
677
Pinnacle Wealth Planning Services
Ohio
$3,554 -$3,314 -42 -47%
Sachetta
678
Sachetta
Massachusetts
$3,403 -$1,420 -18 -29%
Bogart Wealth LLC
679
Bogart Wealth LLC
Virginia
$3,251 -$868 -11 -20%
First Command Advisory Services
680
First Command Advisory Services
Texas
$3,024 +$316 +4 +11%
AW
681
Avion Wealth
Texas
$3,000 +$2,288 +29 +138%
Key Capital Management
682
Key Capital Management
Tennessee
$2,949 +$2,367 +30 +333%
James T. Borello RIA
683
James T. Borello RIA
Illinois
$2,949 +$2,840 +36 +1,200%
Creative Capital Management Investments
684
Creative Capital Management Investments
California
$2,722 +$2,840 +36 新規
Concord Wealth Partners
685
Concord Wealth Partners
Virginia
$2,571 +$2,683 +34 新規
Torren Management
686
Torren Management
California
$2,526 – – –
Zions Bancorporation, National Association
687
Zions Bancorporation, National Association
Utah
$2,268 -$237 -3 -9%
Colonial Trust
688
Colonial Trust
South Carolina
$2,124 +$789 +10 +56%
TFC Financial Management
689
TFC Financial Management
Massachusetts
$2,118 – – –
SHP Wealth Management
690
SHP Wealth Management
Massachusetts
$2,117 +$789 +10 +56%
DiNuzzo Private Wealth
691
DiNuzzo Private Wealth
Pennsylvania
$2,042 -$79 -1 -4%
NWM
692
Navigoe Wealth Management
California
$2,000 +$158 +2 +6%
Hughes Financial Services
693
Hughes Financial Services
Virginia
$1,966 – – –
CH
694
Cromwell Holdings
Wyoming
$1,966 +$158 +2 +8%
Asset Dedication LLC
695
Asset Dedication LLC
California
$1,740 -$3.69万 -468 -95%
Dunhill Financial
696
Dunhill Financial
United Kingdom
$1,663 -$237 -3 -12%
Bay Harbor Wealth Management
697
Bay Harbor Wealth Management
Maryland
$1,663 – – –
Raffa Wealth Management
698
Raffa Wealth Management
District of Columbia
$1,588 -$79 -1 -5%
CBIZ Investment Advisory Services
699
CBIZ Investment Advisory Services
Ohio
$1,524 – – –
Continuum Advisory
700
Continuum Advisory
Idaho
$1,361 +$1,420 +18 新規