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名前 保有額 取引額 株数
増減
保有比率の
変化
SEP
1201
Signature Equity Partners
Ohio
$7,751 -$9.8万 -1,006 -92%
Wolff Wiese Magana
1202
Wolff Wiese Magana
California
$7,526 – – –
Southern Michigan Bank & Trust
1203
Southern Michigan Bank & Trust
Michigan
$7,434 – – –
Raffa Wealth Management
1204
Raffa Wealth Management
District of Columbia
$7,067 +$1,940 +20 +35%
PWMG
1205
Private Wealth Management Group
New Jersey
$6,884 +$679 +7 +10%
Fountainhead AM
1206
Fountainhead AM
New Jersey
$6,884 +$2,521 +26 +53%
Plante Moran Financial Advisors
1207
Plante Moran Financial Advisors
Michigan
$6,700 -$194 -2 -3%
BFSG LLC
1208
BFSG LLC
California
$6,242 – – –
HM Payson & Co
1209
HM Payson & Co
Maine
$6,058 – – –
TAP
1210
Tounjian Advisory Partners
Florida
$5,806 +$6,110 +63 新規
Beaird Harris Wealth Management
1211
Beaird Harris Wealth Management
Texas
$5,691 – – –
Principia Wealth Advisory
1212
Principia Wealth Advisory
Texas
$5,690 +$2,424 +25 +68%
MidFirst Bank
1213
MidFirst Bank
Oklahoma
$5,599 +$1,552 +16 +36%
Hughes Financial Services
1214
Hughes Financial Services
Virginia
$5,599 +$4,461 +46 +307%
APFP
1215
Action Point Financial Planning
Michigan
$5,506 +$5,916 +61 新規
Bay Harbor Wealth Management
1216
Bay Harbor Wealth Management
Maryland
$5,415 +$3,491 +36 +157%
BOK Financial Private Wealth
1217
BOK Financial Private Wealth
Colorado
$5,048 +$5,334 +55 新規
Main Street Group
1218
Main Street Group
Virginia
$4,589 – – –
Clark Wealth Partners
1219
Clark Wealth Partners
Illinois
$4,406 +$2,424 +25 +109%
Philadelphia Investment Partners
1220
Philadelphia Investment Partners
New Jersey
$4,405 -$9,698 -100 -68%
Pacific Center for Financial Services
1221
Pacific Center for Financial Services
California
$4,314 – – –
Plato Investment Management
1222
Plato Investment Management
Australia
$4,288 – – –
Bell Investment Advisors
1223
Bell Investment Advisors
California
$4,222 – – –
Colonial Trust
1224
Colonial Trust
South Carolina
$4,163 +$1,940 +20 +80%
Proathlete Wealth Management
1225
Proathlete Wealth Management
Florida
$4,147 – – –