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名前 保有額 取引額 株数
増減
保有比率の
変化
WFG
801
Wormser Freres Gestion
France
$1.85万 +$2,928 +20 +24%
Continuum Advisory
802
Continuum Advisory
Idaho
$1.85万 +$1.54万 +105 新規
CJ
803
Caitlin John
Michigan
$1.76万 – – –
SMBT
804
Southern Michigan Bank & Trust
Michigan
$1.76万 – – –
MV Capital Management
805
MV Capital Management
Maryland
$1.76万 +$293 +2 +2%
AT
806
Arlington Trust
Alabama
$1.76万 +$6,442 +44 +79%
Pinnacle Wealth Planning Services
807
Pinnacle Wealth Planning Services
Ohio
$1.62万 +$439 +3 +3%
TM
808
Torren Management
California
$1.6万 – – –
Westside Investment Management
809
Westside Investment Management
California
$1.55万 – – –
CCMI
810
Creative Capital Management Investments
California
$1.55万 +$1,903 +13 +17%
Bogart Wealth LLC
811
Bogart Wealth LLC
Virginia
$1.51万 +$5,563 +38 +79%
LWM
812
Lodestone Wealth Management
Washington
$1.46万 – – –
DFA
813
DHJJ Financial Advisors
Illinois
$1.34万 – – –
FNWA
814
Financial Network Wealth Advisors
Utah
$1.3万 -$5,563 -38 -34%
PWMG
815
Private Wealth Management Group
New Jersey
$1.28万 -$439 -3 -4%
MCA
816
Midwest Capital Advisors
Michigan
$1.27万 – – –
BFS
817
Bare Financial Services
Pennsylvania
$1.25万 +$3,807 +26 +58%
MWA
818
Medallion Wealth Advisors
Connecticut
$1.25万 -$3,953 -27 -28%
AW
819
Avion Wealth
Texas
$1.2万 +$1,464 +10 +16%
SIM
820
Synergy Investment Management
Florida
$1.15万 +$8,638 +59 新規
GCP
821
Gill Capital Partners
Colorado
$1.13万 – – –
Wealth Enhancement Trust Services
822
Wealth Enhancement Trust Services
South Dakota
$1.11万 +$9,224 +63 新規
BOK Financial
823
BOK Financial
Oklahoma
$1.06万 +$8,784 +60 新規
DWS
824
Dynamic Wealth Strategies
California
$1.02万 – – –
Zions Bancorporation, National Association
825
Zions Bancorporation, National Association
Utah
$1万 +$1,464 +10 +21%