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名前 保有額 取引額 株数
増減
保有比率の
変化
James T. Borello RIA
601
James T. Borello RIA
Illinois
$1.04万 – – –
Meramec Financial Planners
602
Meramec Financial Planners
Missouri
$1.03万 – – –
Quarry LP
603
Quarry LP
New York
$1.02万 -$1.5万 -71 -61%
Private Trust Company
604
Private Trust Company
Ohio
$9,986 – – –
Activest Wealth Management
605
Activest Wealth Management
Florida
$9,759 – – –
Fortitude Family Office
606
Fortitude Family Office
Arizona
$9,759 +$212 +1 +2%
LRI Investments
607
LRI Investments
Florida
$9,305 +$1,058 +5 +14%
JFS Wealth Advisors
608
JFS Wealth Advisors
Pennsylvania
$8,852 +$846 +4 +11%
Investors Research Corp
609
Investors Research Corp
Georgia
$8,851 – – –
MTM Investment Management
610
MTM Investment Management
South Carolina
$8,851 – – –
Strengthening Families & Communities LLC
611
Strengthening Families & Communities LLC
Massachusetts
$8,509 – – –
SIM
612
Synergy Investment Management
Florida
$8,253 +$3,597 +17 +89%
Cherry Tree Wealth Management
613
Cherry Tree Wealth Management
Minnesota
$7,944 – – –
Heritage Wealth Advisors
614
Heritage Wealth Advisors
Virginia
$7,943 – – –
Salomon & Ludwin
615
Salomon & Ludwin
Virginia
$7,649 – – –
TAP
616
Tounjian Advisory Partners
Florida
$7,332 +$6,770 +32 新規
Basecamp Wealth Advisors
617
Basecamp Wealth Advisors
Washington
$7,035 – – –
Princeton Global Asset Management
618
Princeton Global Asset Management
New Jersey
$7,035 – – –
Crewe Advisors
619
Crewe Advisors
Utah
$6,809 – – –
Bruce G. Allen Investments
620
Bruce G. Allen Investments
Colorado
$6,128 – – –
Rialto Wealth Management
621
Rialto Wealth Management
New York
$5,901 +$2,539 +12 +86%
Financial Management Professionals
622
Financial Management Professionals
Texas
$5,674 +$423 +2 +9%
NewEdge Advisors
623
NewEdge Advisors
Louisiana
$5,447 -$846 -4 -14%
Prestige Wealth Management Group
624
Prestige Wealth Management Group
New Jersey
$5,447 – – –
Pier Capital
625
Pier Capital
Connecticut
$4,993 +$1,481 +7 +47%