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名前 保有額 取引額 株数
増減
保有比率の
変化
MV Capital Management
251
MV Capital Management
Maryland
$1,159 +$1,173 +16 新規
Fairscale Capital
252
Fairscale Capital
New Hampshire
$1,086 – – –
CVA Family Office
253
CVA Family Office
Colorado
$1,086 +$1,099 +15 新規
Mather Group
254
Mather Group
Illinois
$1,013 +$1,026 +14 新規
TS Financial Group (TSFG)
255
TS Financial Group (TSFG)
Illinois
$1,000 – – –
Cornerstone Planning Group
256
Cornerstone Planning Group
New Jersey
$961 +$953 +13 新規
Edmond de Rothschild Holding
257
Edmond de Rothschild Holding
Switzerland
$869 – – –
GAMMA Investing
258
GAMMA Investing
California
$869 +$880 +12 新規
TD Private Client Wealth
259
TD Private Client Wealth
New York
$796 +$586 +8 +267%
SHP Wealth Management
260
SHP Wealth Management
Massachusetts
$796 +$806 +11 新規
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$724 -$7,183 -98 -91%
Caitlin John
262
Caitlin John
Michigan
$724 – – –
BFCFSI
263
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$652 – – –
Golden State Equity Partners
264
Golden State Equity Partners
California
$578 – – –
CoreCap Advisors
265
CoreCap Advisors
Michigan
$507 – – –
Barnes Dennig Private Wealth Management
266
Barnes Dennig Private Wealth Management
Ohio
$507 +$513 +7 新規
Basecamp Wealth Advisors
267
Basecamp Wealth Advisors
Washington
$434 -$73 -1 -14%
APFP
268
Action Point Financial Planning
Michigan
$434 +$513 +7 新規
Bell Investment Advisors
269
Bell Investment Advisors
California
$362 -$1,026 -14 -74%
Physician Wealth Advisors
270
Physician Wealth Advisors
Utah
$362 -$220 -3 -38%
WPG Advisers
271
WPG Advisers
Maryland
$362 – – –
First Horizon Corporation
272
First Horizon Corporation
Tennessee
$217 – – –
Smartleaf Asset Management
273
Smartleaf Asset Management
Massachusetts
$147 – – –
AssetMark Inc
274
AssetMark Inc
California
$145 – – –
Bogart Wealth LLC
275
Bogart Wealth LLC
Virginia
$72 +$73 +1 新規