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名前 保有額 取引額 株数
増減
保有比率の
変化
Holos Integrated Wealth
1026
Holos Integrated Wealth
Pennsylvania
$1,706 – – –
Buck Wealth Strategies
1027
Buck Wealth Strategies
Colorado
$1,677 +$1,692 +32 新規
Caldwell Trust
1028
Caldwell Trust
Florida
$1,573 +$1,587 +30 新規
Westfuller Advisors
1029
Westfuller Advisors
New York
$1,481 -$688 -13 -32%
RJA
1030
Ross\Johnson & Associates
Minnesota
$1,258 – – –
Keating Financial Advisory Services
1031
Keating Financial Advisory Services
Kansas
$1,258 +$1,269 +24 新規
Fairman Group
1032
Fairman Group
Pennsylvania
$1,058 – – –
Toth Financial Advisory
1033
Toth Financial Advisory
Virginia
$996 – – –
Breakwater Investment Management
1034
Breakwater Investment Management
Washington
$944 +$952 +18 新規
MWM
1035
Mascoma Wealth Management
New Hampshire
$944 +$952 +18 新規
MS
1036
Monetary Solutions
Ohio
$891 +$899 +17 新規
Marshall Investment Management
1037
Marshall Investment Management
Colorado
$839 +$846 +16 新規
NWMP
1038
Noble Wealth Management PBC
Colorado
$839 +$846 +16 新規
Cordant Inc
1039
Cordant Inc
Oregon
$784 +$793 +15 新規
Kingdom Financial Group
1040
Kingdom Financial Group
Arizona
$681 -$1,216 -23 -64%
Danske Bank
1041
Danske Bank
Denmark
$577 – – –
Raleigh Capital Management
1042
Raleigh Capital Management
North Carolina
$458 -$18.8万 -3,561 -100%
Rakuten Securities
1043
Rakuten Securities
Japan
$315 +$53 +1 +20%
Wolff Wiese Magana
1044
Wolff Wiese Magana
California
$210 – – –
DHJJ Financial Advisors
1045
DHJJ Financial Advisors
Illinois
$158 – – –
Lloyd Advisory Services
1046
Lloyd Advisory Services
Georgia
$157 -$1,745 -33 -92%
Stone House Investment Management
1047
Stone House Investment Management
Pennsylvania
$157 +$159 +3 新規
PWMG
1048
Private Wealth Management Group
New Jersey
$105 +$106 +2 新規
Hara Capital
1049
Hara Capital
Washington
$61 -$7,087 -134 解消
Robinson Value Management
1050
Robinson Value Management
Texas
$52 -$286万 -53,989 -100%