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名前 保有額 取引額 株数
増減
保有比率の
変化
Cherry Tree Wealth Management
1001
Cherry Tree Wealth Management
Minnesota
$3,513 -$1,216 -23 -26%
Trifecta Capital Advisors
1002
Trifecta Capital Advisors
Illinois
$3,355 +$3,385 +64 新規
Dogwood Wealth Management
1003
Dogwood Wealth Management
Kansas
$3,198 +$1,322 +25 +69%
Thurston Springer Miller Herd & Titak
1004
Thurston Springer Miller Herd & Titak
Indiana
$3,145 – – –
Aventura Private Wealth
1005
Aventura Private Wealth
Florida
$3,093 – – –
Gilpin Wealth Management
1006
Gilpin Wealth Management
Colorado
$3,093 – – –
Bangor Savings Bank
1007
Bangor Savings Bank
Maine
$2,988 – – –
WPG Advisers
1008
WPG Advisers
Maryland
$2,988 – – –
Byrne Asset Management
1009
Byrne Asset Management
New Jersey
$2,936 – – –
Commonwealth Retirement Investments
1010
Commonwealth Retirement Investments
Virginia
$2,936 +$2,962 +56 新規
JDM Financial Group
1011
JDM Financial Group
Texas
$2,726 – – –
BWM
1012
Bullock Wealth Management
Indiana
$2,719 – – –
Main Street Group
1013
Main Street Group
Virginia
$2,621 – – –
GoalVest Advisory
1014
GoalVest Advisory
New York
$2,621 +$2,644 +50 新規
APW
1015
Allied Private Wealth
Florida
$2,573 +$2,591 +49 新規
Nvest Wealth Strategies
1016
Nvest Wealth Strategies
Ohio
$2,517 -$317 -6 -11%
Strategic Investment Solutions
1017
Strategic Investment Solutions
Illinois
$2,463 – – –
Halbert Hargrove Global Advisors
1018
Halbert Hargrove Global Advisors
California
$2,418 +$2,433 +46 新規
CKW Financial Group
1019
CKW Financial Group
Hawaii
$2,000 +$1,745 +33 新規
Pin Oak Investment Advisors
1020
Pin Oak Investment Advisors
Texas
$2,000 +$1,745 +33 新規
Valued Wealth Advisors
1021
Valued Wealth Advisors
Utah
$1,957 – – –
Highland Investment Advisors
1022
Highland Investment Advisors
Florida
$1,835 +$1,851 +35 新規
Elevated Capital Advisors
1023
Elevated Capital Advisors
Utah
$1,782 – – –
Holos Integrated Wealth
1024
Holos Integrated Wealth
Pennsylvania
$1,706 – – –
Buck Wealth Strategies
1025
Buck Wealth Strategies
Colorado
$1,677 +$1,692 +32 新規