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名前 保有額 取引額 株数
増減
保有比率の
変化
Front Row Advisors
1626
Front Row Advisors
California
$1.08万 – – –
Fairscale Capital
1627
Fairscale Capital
New Hampshire
$1.07万 – – –
Evermay Wealth Management
1628
Evermay Wealth Management
Virginia
$1.07万 +$9,057 +26 +173%
High Note Wealth
1629
High Note Wealth
Minnesota
$1.04万 -$8,360 -24 -38%
Cetera Trust Company
1630
Cetera Trust Company
Minnesota
$1.04万 -$7,663 -22 -35%
SC
1631
Steph & Co
Wisconsin
$1.04万 -$5,225 -15 -27%
Wilkerson Advisory Group
1632
Wilkerson Advisory Group
Missouri
$9,918 -$6,967 -20 -34%
Persistent Asset Partners
1633
Persistent Asset Partners
Hong Kong
$9,657 +$1.29万 +37 新規
Abound Wealth Management
1634
Abound Wealth Management
Tennessee
$9,064 -$1.67万 -48 -58%
Manning & Napier Advisors
1635
Manning & Napier Advisors
New York
$9,058 +$3,832 +11 +48%
DiNuzzo Private Wealth
1636
DiNuzzo Private Wealth
Pennsylvania
$8,613 -$3,135 -9 -21%
Principia Wealth Advisory
1637
Principia Wealth Advisory
Texas
$8,613 +$4,877 +14 +74%
Old Point Trust & Financial Services N A
1638
Old Point Trust & Financial Services N A
Virginia
$8,352 – – –
Sunrise Financial Services
1639
Sunrise Financial Services
Washington
$8,352 – – –
JPL Wealth Management
1640
JPL Wealth Management
Colorado
$8,091 -$4.56万 -131 -81%
Rialto Wealth Management
1641
Rialto Wealth Management
New York
$8,091 -$1.5万 -43 -58%
NWMP
1642
Noble Wealth Management PBC
Colorado
$8,091 – – –
Atomic Invest
1643
Atomic Invest
New York
$7,854 -$7,663 -22 -43%
Proathlete Wealth Management
1644
Proathlete Wealth Management
Florida
$7,569 – – –
Retirement Wealth Solutions
1645
Retirement Wealth Solutions
Wisconsin
$7,392 -$1.01万 -29 -51%
Robinswood Financial
1646
Robinswood Financial
Washington
$7,359 – – –
Evolution Wealth Management
1647
Evolution Wealth Management
Florida
$7,308 +$1,045 +3 +12%
McDonald Partners
1648
McDonald Partners
Ohio
$7,308 +$9,753 +28 新規
Halbert Hargrove Global Advisors
1649
Halbert Hargrove Global Advisors
California
$7,061 +$348 +1 +4%
Financial Consulate
1650
Financial Consulate
Maryland
$7,047 -$6,967 -20 -43%