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名前 保有額 取引額 株数
増減
保有比率の
変化
SJS Investment Consulting
951
SJS Investment Consulting
Ohio
$1.57万 -$3,501 -6 -18%
BDPWM
952
Barnes Dennig Private Wealth Management
Ohio
$1.57万 +$1.63万 +28 新規
Rational Advisors
953
Rational Advisors
New York
$1.51万 – – –
Manchester Capital Management
954
Manchester Capital Management
Vermont
$1.46万 – – –
MCA
955
Midwest Capital Advisors
Michigan
$1.46万 – – –
CFSG
956
Community Financial Services Group
Vermont
$1.46万 +$2,917 +5 +25%
JTBR
957
James T. Borello RIA
Illinois
$1.4万 -$7,585 -13 -34%
Heritage Wealth Advisors
958
Heritage Wealth Advisors
Virginia
$1.4万 – – –
FFO
959
Fortitude Family Office
Arizona
$1.4万 +$2,334 +4 +19%
Vanguard National Trust
960
Vanguard National Trust
Pennsylvania
$1.34万 – – –
Physician Wealth Advisors
961
Physician Wealth Advisors
Utah
$1.34万 +$8,169 +14 +140%
Salomon & Ludwin
962
Salomon & Ludwin
Virginia
$1.34万 – – –
Anchor Investment Management
963
Anchor Investment Management
South Carolina
$1.29万 – – –
IFG Advisory
964
IFG Advisory
Georgia
$1.29万 +$1.34万 +23 新規
UFPG
965
United Financial Planning Group
New York
$1.23万 – – –
Colonial Trust Advisors
966
Colonial Trust Advisors
South Carolina
$1.23万 +$1.28万 +22 新規
BGA
967
Battery Global Advisors
Massachusetts
$1.21万 – – –
AW
968
Avion Wealth
Texas
$1.2万 +$4,668 +8 +57%
NBT Bank
969
NBT Bank
New York
$1.12万 – – –
Clearstead Trust
970
Clearstead Trust
Maine
$1.12万 +$4,084 +7 +54%
Webster Bank
971
Webster Bank
Connecticut
$1.06万 +$2,917 +5 +36%
CFM
972
Cornerstone Financial Management
Massachusetts
$1.06万 +$5,251 +9 +90%
MFP
973
Meramec Financial Planners
Missouri
$1.03万 – – –
HHCP
974
Hilton Head Capital Partners
South Carolina
$1.01万 – – –
Asset Dedication LLC
975
Asset Dedication LLC
California
$9,521 – – –