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名前 保有額 取引額 株数
増減
保有比率の
変化
APW
651
Allied Private Wealth
Florida
$9,387 +$1.01万 +50 新規
Ritter Daniher Financial Advisory
652
Ritter Daniher Financial Advisory
Ohio
$8,702 – – –
Cetera Trust Company
653
Cetera Trust Company
Minnesota
$8,701 – – –
Marquette Asset Management
654
Marquette Asset Management
Minnesota
$8,109 – – –
Rossby Financial
655
Rossby Financial
Florida
$7,119 +$404 +2 +6%
Basepoint Wealth
656
Basepoint Wealth
Iowa
$7,062 – – –
Copia Wealth Management
657
Copia Wealth Management
Oregon
$6,922 – – –
Physician Wealth Advisors
658
Physician Wealth Advisors
Utah
$6,724 -$607 -3 -8%
Evermay Wealth Management
659
Evermay Wealth Management
Virginia
$6,527 +$6,673 +33 新規
IAIM
660
International Assets Investment Management
Florida
$6,421 -$809 -4 -11%
American National Bank & Trust
661
American National Bank & Trust
Texas
$6,328 – – –
Capital Analysts LLC
662
Capital Analysts LLC
Pennsylvania
$6,000 -$1,820 -9 -25%
Oakworth Capital
663
Oakworth Capital
Alabama
$5,665 – – –
CH
664
Cromwell Holdings
Wyoming
$5,543 +$2,629 +13 +87%
Dogwood Wealth Management
665
Dogwood Wealth Management
Kansas
$5,340 – – –
Addison Advisors
666
Addison Advisors
Vermont
$4,747 -$8,897 -44 -65%
SIM
667
Synergy Investment Management
Florida
$4,579 +$4,853 +24 新規
Johnson Financial Group Inc (Wisconsin)
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4,558 – – –
Fairman Group
669
Fairman Group
Pennsylvania
$4,557 – – –
Montag & Associates
670
Montag & Associates
Georgia
$4,429 -$202 -1 -4%
Elevation Wealth Partners
671
Elevation Wealth Partners
California
$4,351 – – –
IFG Advisory
672
IFG Advisory
Georgia
$4,351 +$4,448 +22 新規
James T. Borello RIA
673
James T. Borello RIA
Illinois
$3,955 – – –
Coastline Trust
674
Coastline Trust
Rhode Island
$3,560 – – –
SouthState Corp
675
SouthState Corp
Florida
$3,560 +$607 +3 +20%