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名前 保有額 取引額 株数
増減
保有比率の
変化
Compagnie Lombard Odier SCmA
351
Compagnie Lombard Odier SCmA
Switzerland
$1.78万 – – –
Valley Wealth Managers
352
Valley Wealth Managers
New Jersey
$1.78万 – – –
Highline Wealth Partners
353
Highline Wealth Partners
California
$1.44万 – – –
Bell Investment Advisors
354
Bell Investment Advisors
California
$9,606 -$6,511 -221 -37%
WealthCollab
355
WealthCollab
Washington
$9,250 -$6,865 -233 -39%
Pinnacle Wealth Planning Services
356
Pinnacle Wealth Planning Services
Ohio
$7,873 – – –
Elevation Wealth Partners
357
Elevation Wealth Partners
California
$7,848 +$9,074 +308 新規
Abound Wealth Management
358
Abound Wealth Management
Tennessee
$7,492 – – –
Vermillion Wealth Management
359
Vermillion Wealth Management
Minnesota
$7,287 – – –
Continuum Advisory
360
Continuum Advisory
Idaho
$7,058 +$8,161 +277 新規
Clearstead Advisors
361
Clearstead Advisors
Ohio
$7,051 +$265 +9 +3%
Harel Insurance Investments & Financial Services
362
Harel Insurance Investments & Financial Services
Israel
$7,000 – – –
Pinnacle Bancorp
363
Pinnacle Bancorp
Nebraska
$6,956 +$8,043 +273 新規
Spire Wealth Management
364
Spire Wealth Management
Virginia
$6,854 +$147 +5 +2%
Hamrick Investment Counsel
365
Hamrick Investment Counsel
Washington
$6,625 – – –
CIA
366
Cape Investment Advisory
Georgia
$6,574 +$7,601 +258 新規
Blue Trust Inc
367
Blue Trust Inc
Georgia
$6,497 -$943 -32 -11%
Virginia Estate & Retirement Planning Advisors
368
Virginia Estate & Retirement Planning Advisors
Virginia
$6,370 – – –
Activest Wealth Management
369
Activest Wealth Management
Florida
$6,064 +$7,012 +238 新規
CoreCap Advisors
370
CoreCap Advisors
Michigan
$5,784 +$5,067 +172 +313%
JDM Financial Group
371
JDM Financial Group
Texas
$5,284 – – –
Costello Asset Management
372
Costello Asset Management
Pennsylvania
$5,096 – – –
Providence Capital Advisors
373
Providence Capital Advisors
North Carolina
$5,096 +$5,892 +200 新規
Kilter Group
374
Kilter Group
New York
$4,791 +$4,125 +140 +292%
SEP
375
Signature Equity Partners
Ohio
$4,561 +$5,274 +179 新規