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名前 保有額 取引額 株数
増減
保有比率の
変化
Joseph Group Capital Management
951
Joseph Group Capital Management
Ohio
$6,802 -$6,566 -13 -50%
Ares Financial Consulting
952
Ares Financial Consulting
California
$6,802 – – –
DiNuzzo Private Wealth
953
DiNuzzo Private Wealth
Pennsylvania
$6,802 – – –
ITIM
954
Indiana Trust & Investment Management
Indiana
$6,802 – – –
Truvestments Capital
955
Truvestments Capital
Florida
$6,802 – – –
Sachetta
956
Sachetta
Massachusetts
$6,279 +$1,010 +2 +20%
Highline Wealth Partners
957
Highline Wealth Partners
California
$6,278 – – –
Summit Securities Group
958
Summit Securities Group
New York
$6,278 +$1,515 +3 +33%
Hughes Financial Services
959
Hughes Financial Services
Virginia
$6,278 +$2,525 +5 +71%
Fairman Group
960
Fairman Group
Pennsylvania
$5,755 – – –
JDM Financial Group
961
JDM Financial Group
Texas
$5,755 – – –
Bay Harbor Wealth Management
962
Bay Harbor Wealth Management
Maryland
$5,755 +$505 +1 +10%
CIA
963
Cape Investment Advisory
Georgia
$5,755 +$5,556 +11 新規
Cornerstone Planning Group
964
Cornerstone Planning Group
New Jersey
$5,319 -$1,010 -2 -15%
True Wealth Design
965
True Wealth Design
Ohio
$5,232 +$505 +1 +11%
Physician Wealth Advisors
966
Physician Wealth Advisors
Utah
$4,709 +$505 +1 +13%
Creative Capital Management Investments
967
Creative Capital Management Investments
California
$4,709 +$4,546 +9 新規
LifeSteps Financial
968
LifeSteps Financial
California
$4,709 +$4,546 +9 新規
PIS
969
POM Investment Strategies
North Carolina
$4,214 +$1,010 +2 +33%
Prestige Wealth Management Group
970
Prestige Wealth Management Group
New Jersey
$4,187 +$1,010 +2 +33%
Albion Financial Group
971
Albion Financial Group
Utah
$4,186 – – –
Kilter Group
972
Kilter Group
New York
$4,186 – – –
Sunrise Financial Services
973
Sunrise Financial Services
Washington
$4,186 – – –
HFM Investment Advisors
974
HFM Investment Advisors
New Jersey
$4,186 +$2,525 +5 +167%
Marshall Investment Management
975
Marshall Investment Management
Colorado
$4,186 +$4,040 +8 新規