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名前 保有額 取引額 株数
増減
保有比率の
変化
True Wealth Design
1001
True Wealth Design
Ohio
$2.4万 +$1.16万 +53 +110%
Tripletail Wealth Management
1002
Tripletail Wealth Management
Florida
$2.39万 – – –
CDKV Holdings
1003
CDKV Holdings
Colorado
$2.38万 – – –
WT
1004
WHI Trust
Illinois
$2.38万 – – –
Guardian Partners
1005
Guardian Partners
Canada
$2.38万 +$2.19万 +100 新規
Rothschild Investment LLC
1006
Rothschild Investment LLC
Illinois
$2.37万 +$2,624 +12 +14%
Wilkerson Advisory Group
1007
Wilkerson Advisory Group
Missouri
$2.36万 +$3,717 +17 +21%
Rialto Wealth Management
1008
Rialto Wealth Management
New York
$2.26万 +$656 +3 +3%
Piscataqua Savings Bank
1009
Piscataqua Savings Bank
New Hampshire
$2.17万 – – –
Godfrey Financial Associates
1010
Godfrey Financial Associates
New York
$2.14万 – – –
Meramec Financial Planners
1011
Meramec Financial Planners
Missouri
$2.01万 – – –
Bruce G. Allen Investments
1012
Bruce G. Allen Investments
Colorado
$1.83万 – – –
Compass Financial Management
1013
Compass Financial Management
Florida
$1.72万 +$1.57万 +72 新規
Capital Advisors Ltd
1014
Capital Advisors Ltd
Ohio
$1.7万 – – –
TD Capital Management
1015
TD Capital Management
Tennessee
$1.69万 – – –
APFP
1016
Action Point Financial Planning
Michigan
$1.67万 +$1.64万 +75 新規
BC
1017
Bayforest Capital
United Kingdom
$1.64万 -$2.43万 -111 -62%
SJS Investment Consulting
1018
SJS Investment Consulting
Ohio
$1.64万 +$5,467 +25 +57%
AW
1019
Avion Wealth
Texas
$1.6万 +$2,843 +13 +23%
MPWM Advisory Solutions
1020
MPWM Advisory Solutions
Georgia
$1.56万 – – –
Caldwell Trust
1021
Caldwell Trust
Florida
$1.55万 – – –
Picton Mahoney Asset Management
1022
Picton Mahoney Asset Management
Ontario, Canada
$1.55万 +$1.42万 +65 新規
DiNuzzo Private Wealth
1023
DiNuzzo Private Wealth
Pennsylvania
$1.54万 +$219 +1 +2%
Prestige Wealth Management Group
1024
Prestige Wealth Management Group
New Jersey
$1.5万 – – –
Manchester Capital Management
1025
Manchester Capital Management
Vermont
$1.45万 -$219 -1 -2%