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名前 保有額 取引額 株数
増減
保有比率の
変化
APFP
951
Action Point Financial Planning
Michigan
$1.26万 +$1.29万 +49 新規
Essential Partners
952
Essential Partners
California
$1.23万 – – –
IMA Advisory Services
953
IMA Advisory Services
Colorado
$1.23万 – – –
Prestige Wealth Management Group
954
Prestige Wealth Management Group
New Jersey
$1.2万 – – –
First United Bank & Trust
955
First United Bank & Trust
Maryland
$1.18万 +$5,783 +22 +110%
Global X Japan
956
Global X Japan
Japan
$1.12万 +$526 +2 +5%
Capital Advisors Ltd
957
Capital Advisors Ltd
Ohio
$1.1万 – – –
AT
958
Arlington Trust
Alabama
$1.09万 – – –
Sachetta
959
Sachetta
Massachusetts
$1.06万 +$526 +2 +6%
Golden State Wealth Management
960
Golden State Wealth Management
California
$1.04万 – – –
Rothschild Investment LLC
961
Rothschild Investment LLC
Illinois
$1.01万 -$2,366 -9 -20%
Bogart Wealth LLC
962
Bogart Wealth LLC
Virginia
$9,936 +$3,680 +14 +67%
West Paces Advisors
963
West Paces Advisors
Georgia
$9,800 +$9,201 +35 新規
PWMG
964
Private Wealth Management Group
New Jersey
$9,520 – – –
Glen Eagle Advisors
965
Glen Eagle Advisors
New Jersey
$8,854 – – –
LRI Investments
966
LRI Investments
Florida
$8,400 -$2,366 -9 -23%
Clearstead Trust
967
Clearstead Trust
Maine
$8,400 +$2,103 +8 +36%
Princeton Global Asset Management
968
Princeton Global Asset Management
New Jersey
$8,120 +$1,052 +4 +16%
SJS Investment Consulting
969
SJS Investment Consulting
Ohio
$8,120 +$3,680 +14 +93%
James T. Borello
970
James T. Borello
Illinois
$8,120 +$5,521 +21 +263%
Compass Financial Management
971
Compass Financial Management
Florida
$8,120 +$7,624 +29 新規
RMG Wealth Management
972
RMG Wealth Management
Wisconsin
$8,087 – – –
Buck Wealth Strategies
973
Buck Wealth Strategies
Colorado
$7,979 +$7,361 +28 新規
Lugano Financial Advisors SA (LFA)
974
Lugano Financial Advisors SA (LFA)
Switzerland
$7,560 – – –
SEP
975
Signature Equity Partners
Ohio
$7,298 +$2,629 +10 +63%