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名前 保有額 取引額 株数
増減
保有比率の
変化
Cornerstone Planning Group
701
Cornerstone Planning Group
New Jersey
$5,514 +$2,534 +50 +46%
LF
702
LifeSteps Financial
California
$5,379 +$5,119 +101 新規
Heritage Wealth Advisors
703
Heritage Wealth Advisors
Virginia
$5,326 – – –
HM Payson & Co
704
HM Payson & Co
Maine
$5,326 – – –
NWMP
705
Noble Wealth Management PBC
Colorado
$5,326 – – –
OCWP
706
Owl Creek Wealth Partners
Colorado
$5,326 – – –
Toth Financial Advisory
707
Toth Financial Advisory
Virginia
$5,326 – – –
TVWM
708
Tower View Wealth Management
Wisconsin
$5,326 – – –
BLC
709
Brown, Lisle/Cummings
Rhode Island
$5,326 +$5,068 +100 新規
CWP
710
Clark Wealth Partners
Illinois
$5,326 +$5,068 +100 新規
IA
711
IFS Advisors
Kansas
$5,326 +$5,068 +100 新規
CMP
712
Coston McIsaac & Partners
Maine
$5,000 +$4,814 +95 +731%
MGI
713
Miller Global Investments
Texas
$4,634 – – –
Physician Wealth Advisors
714
Physician Wealth Advisors
Utah
$4,474 +$405 +8 +11%
TD Private Client Wealth
715
TD Private Client Wealth
New York
$4,261 +$1,419 +28 +54%
Proffitt & Goodson
716
Proffitt & Goodson
Tennessee
$4,048 – – –
DT Investment Partners
717
DT Investment Partners
Pennsylvania
$3,995 +$3,801 +75 新規
Princeton Global Asset Management
718
Princeton Global Asset Management
New Jersey
$3,995 +$3,801 +75 新規
MWA
719
Medallion Wealth Advisors
Connecticut
$3,941 +$203 +4 +6%
CH
720
Cromwell Holdings
Wyoming
$3,941 +$3,750 +74 新規
AWM
721
Activest Wealth Management
Florida
$3,728 -$51 -1 -1%
KSB
722
Kennebec Savings Bank
Maine
$3,728 – – –
Raffa Wealth Management
723
Raffa Wealth Management
District of Columbia
$3,355 -$152 -3 -5%
IPS
724
Investors Portfolio Services
Washington
$3,249 – – –
B
725
Birchbrook
Maine
$3,196 +$1,014 +20 +50%