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名前 保有額 取引額 株数
増減
保有比率の
変化
SEP
501
Signature Equity Partners
Ohio
$2,418 -$14.5万 -3,367 -98%
Plante Moran Financial Advisors
502
Plante Moran Financial Advisors
Michigan
$2,418 +$1,509 +35 +167%
BOK Financial Private Wealth
503
BOK Financial Private Wealth
Colorado
$2,332 -$4,744 -110 -67%
SRH Advisors
504
SRH Advisors
Kansas
$2,332 – – –
Creative Financial Designs
505
Creative Financial Designs
Indiana
$2,203 – – –
Hilton Head Capital Partners
506
Hilton Head Capital Partners
South Carolina
$2,159 – – –
APFP
507
Action Point Financial Planning
Michigan
$2,116 +$2,156 +50 新規
Zions Bancorporation, National Association
508
Zions Bancorporation, National Association
Utah
$1,943 -$561 -13 -22%
Accordant Advisory Group
509
Accordant Advisory Group
Maryland
$1,771 – – –
CH
510
Cromwell Holdings
Wyoming
$1,641 +$1,164 +27 +245%
Raffa Wealth Management
511
Raffa Wealth Management
District of Columbia
$1,468 -$43 -1 -3%
MAM
512
Morse Asset Management
Connecticut
$1,425 – – –
Rialto Wealth Management
513
Rialto Wealth Management
New York
$1,425 +$776 +18 +120%
Evermay Wealth Management
514
Evermay Wealth Management
Virginia
$1,425 +$1,423 +33 新規
Princeton Global Asset Management
515
Princeton Global Asset Management
New Jersey
$1,425 +$1,423 +33 新規
LifeSteps Financial
516
LifeSteps Financial
California
$1,360 +$1,337 +31 新規
Creative Capital Management Investments
517
Creative Capital Management Investments
California
$1,295 +$1,294 +30 新規
Ankerstar Wealth
518
Ankerstar Wealth
Texas
$1,166 – – –
Montgomery Financial Services
519
Montgomery Financial Services
Maryland
$1,166 +$1,164 +27 新規
Bruce G. Allen Investments
520
Bruce G. Allen Investments
Colorado
$1,080 +$906 +21 +525%
Gilpin Wealth Management
521
Gilpin Wealth Management
Colorado
$1,037 -$43 -1 -4%
Ares Financial Consulting
522
Ares Financial Consulting
California
$1,036 -$518 -12 -33%
Bay Harbor Wealth Management
523
Bay Harbor Wealth Management
Maryland
$950 +$86 +2 +10%
Elevation Wealth Partners
524
Elevation Wealth Partners
California
$950 +$604 +14 +175%
CIA
525
Cape Investment Advisory
Georgia
$907 +$906 +21 新規