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名前 保有額 取引額 株数
増減
保有比率の
変化
Vanguard National Trust
2051
Vanguard National Trust
Pennsylvania
$14.9万 -$7.29万 -144 -33%
FFO
2052
Fortitude Family Office
Arizona
$14.7万 +$1,519 +3 +1%
NAC
2053
NI Acquisitions Company
Pennsylvania
$14.7万 +$14.4万 +284 新規
SAM
2054
S.A. Mason
Michigan
$14.5万 +$1.01万 +20 +8%
BTD
2055
BankPlus Trust Department
Mississippi
$14.5万 – – –
Physician Wealth Advisors
2056
Physician Wealth Advisors
Utah
$14.4万 +$1.37万 +27 +11%
AIM
2057
Axiom Investment Management
New York
$14.2万 -$3,039 -6 -2%
CAM
2058
Chesapeake Asset Management
New York
$14万 +$1,519 +3 +1%
FA
2059
Fedenia Advisers
Wisconsin
$13.9万 +$13.6万 +268 新規
J. Safra Asset Management
2060
J. Safra Asset Management
New York
$13.9万 -$4.86万 -96 -26%
GA
2061
GoalVest Advisory
New York
$13.6万 – – –
C
2062
Covestor
United Kingdom
$13.3万 +$1,519 +3 +1%
MP
2063
McDonald Partners
Ohio
$13.1万 +$12.8万 +253 新規
ITIM
2064
Indiana Trust & Investment Management
Indiana
$13万 – – –
IMA Advisory Services
2065
IMA Advisory Services
Colorado
$13万 +$11.4万 +225 +900%
JWM
2066
JPL Wealth Management
Colorado
$13万 +$1.32万 +26 +12%
Nemes Rush Group
2067
Nemes Rush Group
Michigan
$12.4万 +$2,532 +5 +2%
Valley National Advisers
2068
Valley National Advisers
Pennsylvania
$12.2万 +$506 +1 +0.4%
1NWS
2069
1 North Wealth Services
Maryland
$12.1万 – – –
TLA
2070
Tanglewood Legacy Advisors
Texas
$11.9万 – – –
WPWM
2071
Western Pacific Wealth Management
Illinois
$11.9万 -$4.41万 -87 -28%
RF
2072
Roxbury Financial
New Jersey
$11.8万 +$506 +1 +0.4%
Purpose Unlimited Inc
2073
Purpose Unlimited Inc
$11.8万 – – –
FP
2074
Financial Perspectives
Minnesota
$11.7万 – – –
BC
2075
Barrett & Company
Rhode Island
$11.2万 +$10.9万 +215 新規