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名前 保有額 取引額 株数
増減
保有比率の
変化
HNW
351
High Note Wealth
Minnesota
$4,252 – – –
TWD
352
True Wealth Design
Ohio
$4,122 – – –
NBT Bank
353
NBT Bank
New York
$4,043 +$66 +1 +2%
Institute for Wealth Management
354
Institute for Wealth Management
Colorado
$3,926 +$3,934 +60 新規
Horizon Investments
355
Horizon Investments
North Carolina
$3,822 +$3,869 +59 新規
CVA Family Office
356
CVA Family Office
Colorado
$3,140 +$2,688 +41 +586%
JWM
357
JPL Wealth Management
Colorado
$3,075 – – –
JFS Wealth Advisors
358
JFS Wealth Advisors
Pennsylvania
$3,010 +$918 +14 +44%
Farmers & Merchants Investments Inc
359
Farmers & Merchants Investments Inc
Nebraska
$2,813 – – –
APFP
360
Action Point Financial Planning
Michigan
$2,683 +$2,754 +42 新規
USB
361
Union Savings Bank
Connecticut
$2,551 – – –
NEWAS
362
N.E.W. Advisory Services
Wisconsin
$2,551 +$2,557 +39 新規
FFO
363
Fortitude Family Office
Arizona
$2,355 +$787 +12 +50%
Westside Investment Management
364
Westside Investment Management
California
$1,897 – – –
RF
365
Rossby Financial
Florida
$1,766 – – –
Ameritas Advisory Services
366
Ameritas Advisory Services
Nebraska
$1,766 +$1,770 +27 新規
Plante Moran Financial Advisors
367
Plante Moran Financial Advisors
Michigan
$1,701 +$1,705 +26 新規
NWMP
368
Noble Wealth Management PBC
Colorado
$1,570 +$1,574 +24 新規
Clearstead Advisors
369
Clearstead Advisors
Ohio
$982 +$984 +15 新規
Financial Management Professionals
370
Financial Management Professionals
Texas
$916 – – –
AW
371
Ankerstar Wealth
Texas
$850 – – –
North Star Investment Management
372
North Star Investment Management
Illinois
$785 – – –
Caitong International Asset Management
373
Caitong International Asset Management
Hong Kong
$785 +$459 +7 +140%
CCMI
374
Creative Capital Management Investments
California
$720 +$721 +11 新規
Hughes Financial Services
375
Hughes Financial Services
Virginia
$654 – – –