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名前 保有額 取引額 株数
増減
保有比率の
変化
Kozak & Associates
1701
Kozak & Associates
Colorado
$3,280 -$5,225 -15 -56%
Pension & Wealth Management Advisors
1702
Pension & Wealth Management Advisors
Massachusetts
$3,163 -$15.4万 -441 -97%
Davidson Capital Management
1703
Davidson Capital Management
Texas
$3,132 -$76.1万 -2,186 -99%
Valued Wealth Advisors
1704
Valued Wealth Advisors
Utah
$3,132 -$8,708 -25 -68%
Beaird Harris Wealth Management
1705
Beaird Harris Wealth Management
Texas
$3,132 -$348 -1 -8%
CBIZ Investment Advisory Services
1706
CBIZ Investment Advisory Services
Ohio
$3,027 – – –
BFSG LLC
1707
BFSG LLC
California
$2,871 – – –
Burk Holdings
1708
Burk Holdings
Oklahoma
$2,871 – – –
Sittner & Nelson
1709
Sittner & Nelson
Oregon
$2,871 – – –
Torren Management
1710
Torren Management
California
$2,610 -$1.32万 -38 -79%
Entrust Financial
1711
Entrust Financial
Pennsylvania
$2,610 – – –
GoalVest Advisory
1712
GoalVest Advisory
New York
$2,610 – – –
NorthAvenue LLC
1713
NorthAvenue LLC
Ohio
$2,610 – – –
PIS
1714
POM Investment Strategies
North Carolina
$2,610 +$1,742 +5 +100%
Addison Advisors
1715
Addison Advisors
Vermont
$2,349 -$4.88万 -140 -94%
Quest 10 Wealth Builders
1716
Quest 10 Wealth Builders
Virginia
$2,349 +$348 +1 +13%
Stone House Investment Management
1717
Stone House Investment Management
Pennsylvania
$2,349 +$2,787 +8 +800%
CIA
1718
Cape Investment Advisory
Georgia
$2,349 +$3,135 +9 新規
Basepoint Wealth
1719
Basepoint Wealth
Iowa
$2,112 -$1,742 -5 -38%
Financial Management Professionals
1720
Financial Management Professionals
Texas
$2,096 -$2.93万 -84 -91%
Bradley & Co Private Wealth Management
1721
Bradley & Co Private Wealth Management
Florida
$2,088 – – –
APW
1722
Allied Private Wealth
Florida
$1,904 +$2,438 +7 新規
Whipplewood Advisors
1723
Whipplewood Advisors
Colorado
$1,827 -$2.16万 -62 -90%
TFC Financial Management
1724
TFC Financial Management
Massachusetts
$1,827 -$1,742 -5 -42%
MWM
1725
Mascoma Wealth Management
New Hampshire
$1,827 – – –