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名前 保有額 取引額 株数
増減
保有比率の
変化
Principia Wealth Advisory
1626
Principia Wealth Advisory
Texas
$6,102 +$1,271 +4 +24%
Roble Belko & Company
1627
Roble Belko & Company
Pennsylvania
$6,000 – – –
Peterson Wealth Services
1628
Peterson Wealth Services
Utah
$5,826 +$2,860 +9 +82%
Strategic Investment Solutions
1629
Strategic Investment Solutions
Illinois
$5,812 -$3.18万 -100 -83%
Valley National Advisers
1630
Valley National Advisers
Pennsylvania
$5,812 -$2,860 -9 -31%
Hughes Financial Services
1631
Hughes Financial Services
Virginia
$5,812 +$636 +2 +11%
Paladin Advisory Group
1632
Paladin Advisory Group
Iowa
$5,521 – – –
Downshift Financial
1633
Downshift Financial
Colorado
$5,521 +$6,037 +19 新規
Highland Investment Advisors
1634
Highland Investment Advisors
Florida
$5,521 +$6,037 +19 新規
Hurley Capital
1635
Hurley Capital
New York
$5,357 -$5,720 -18 -50%
Sankala Group
1636
Sankala Group
Colorado
$5,351 – – –
Kilter Group
1637
Kilter Group
New York
$5,231 -$953 -3 -14%
Bravera Wealth
1638
Bravera Wealth
North Dakota
$4,940 – – –
United Financial Planning Group
1639
United Financial Planning Group
New York
$4,940 – – –
Friedenthal Financial
1640
Friedenthal Financial
New Jersey
$4,670 – – –
Pacifica Partners
1641
Pacifica Partners
Canada
$4,531 – – –
Gill Capital Partners
1642
Gill Capital Partners
Colorado
$4,359 – – –
Evolution Wealth Management
1643
Evolution Wealth Management
Florida
$4,359 +$1,907 +6 +67%
Abound Wealth Management
1644
Abound Wealth Management
Tennessee
$4,298 -$9,533 -30 -67%
Transce3nd
1645
Transce3nd
Texas
$4,071 – – –
MO
1646
McMillan Office
Michigan
$4,068 – – –
Tidemark
1647
Tidemark
California
$3,852 – – –
Operose Advisors
1648
Operose Advisors
Wisconsin
$3,778 -$1.43万 -45 -78%
Burk Holdings
1649
Burk Holdings
Oklahoma
$3,778 – – –
MS
1650
Monetary Solutions
Ohio
$3,778 – – –