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名前 保有額 取引額 株数
増減
保有比率の
変化
Millstone Evans Group
1001
Millstone Evans Group
Colorado
$3,920 – – –
Highline Wealth Partners
1002
Highline Wealth Partners
California
$3,920 +$1,840 +7 +100%
Security National Bank of So Dak
1003
Security National Bank of So Dak
Iowa
$3,920 +$3,680 +14 新規
Country Trust Bank
1004
Country Trust Bank
Illinois
$3,640 – – –
DiNuzzo Private Wealth
1005
DiNuzzo Private Wealth
Pennsylvania
$3,640 – – –
Raffa Wealth Management
1006
Raffa Wealth Management
District of Columbia
$3,640 – – –
Cornerstone Financial Management
1007
Cornerstone Financial Management
Massachusetts
$3,360 – – –
Tidemark
1008
Tidemark
California
$3,350 +$263 +1 +9%
Kayne Anderson Rudnick Investment Management
1009
Kayne Anderson Rudnick Investment Management
California
$3,080 -$526 -2 -15%
1015 Capital Partners
1010
1015 Capital Partners
Pennsylvania
$3,080 – – –
C.M. Bidwell & Associates
1011
C.M. Bidwell & Associates
Hawaii
$3,080 – – –
Asset Dedication LLC
1012
Asset Dedication LLC
California
$2,823 – – –
Burk Holdings
1013
Burk Holdings
Oklahoma
$2,800 – – –
Mowery & Schoenfeld Wealth Management
1014
Mowery & Schoenfeld Wealth Management
Illinois
$2,800 – – –
Strategic Investment Solutions
1015
Strategic Investment Solutions
Illinois
$2,520 – – –
HFM Investment Advisors
1016
HFM Investment Advisors
New Jersey
$2,520 +$1,052 +4 +80%
SIM
1017
Synergy Investment Management
Florida
$2,457 +$1,840 +7 +700%
Dunhill Financial
1018
Dunhill Financial
United Kingdom
$2,322 – – –
Horizon Financial Services
1019
Horizon Financial Services
North Carolina
$2,240 +$2,103 +8 新規
MJT & Associates Financial Advisory
1020
MJT & Associates Financial Advisory
Minnesota
$1,960 -$1,052 -4 -36%
Advisornet Financial
1021
Advisornet Financial
Minnesota
$1,960 -$526 -2 -22%
D.J. St. Germain
1022
D.J. St. Germain
Massachusetts
$1,960 – – –
Murphy & Mullick Capital Management
1023
Murphy & Mullick Capital Management
New York
$1,960 – – –
GoalVest Advisory
1024
GoalVest Advisory
New York
$1,960 +$1,840 +7 新規
Albion Financial Group
1025
Albion Financial Group
Utah
$1,680 – – –