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名前 保有額 取引額 株数
増減
保有比率の
変化
APFP
1101
Action Point Financial Planning
Michigan
$2.43万 +$2.23万 +102 新規
RFA
1102
Reyes Financial Architecture
California
$2.33万 +$1,094 +5 +6%
AWM
1103
Activest Wealth Management
Florida
$2.31万 -$6.28万 -287 -75%
KAS
1104
Kemnay Advisory Services
New York
$2.31万 -$438 -2 -2%
Raffa Wealth Management
1105
Raffa Wealth Management
District of Columbia
$2.31万 +$1.16万 +53 +129%
Clearstead Trust
1106
Clearstead Trust
Maine
$2.21万 +$438 +2 +2%
Glen Eagle Advisors
1107
Glen Eagle Advisors
New Jersey
$2.21万 – – –
Close Asset Management
1108
Close Asset Management
United Kingdom
$2.2万 – – –
CH
1109
Cromwell Holdings
Wyoming
$2.18万 +$6,126 +28 +46%
Manchester Capital Management
1110
Manchester Capital Management
Vermont
$2.08万 +$1,313 +6 +8%
LF
1111
LifeSteps Financial
California
$2.08万 +$1.86万 +85 新規
ATC
1112
Adirondack Trust Company
New York
$2.01万 – – –
Wealth Enhancement Trust Services
1113
Wealth Enhancement Trust Services
South Dakota
$1.96万 +$1.2万 +55 +220%
JFS Wealth Advisors
1114
JFS Wealth Advisors
Pennsylvania
$1.91万 – – –
STB
1115
S&T Bank
Pennsylvania
$1.86万 -$3,063 -14 -16%
GHP Investment Advisors
1116
GHP Investment Advisors
Colorado
$1.84万 – – –
Financial Consulate
1117
Financial Consulate
Maryland
$1.84万 +$219 +1 +1%
Evelyn Partners
1118
Evelyn Partners
$1.84万 +$1.64万 +75 新規
Kelleher Financial Advisors
1119
Kelleher Financial Advisors
New York
$1.84万 +$1.64万 +75 新規
MAS
1120
MPWM Advisory Solutions
Georgia
$1.72万 -$5,907 -27 -28%
WFG
1121
Wormser Freres Gestion
France
$1.62万 +$1.44万 +66 新規
MDA
1122
Minot DeBlois Advisors
Massachusetts
$1.59万 +$1.42万 +65 新規
SFCL
1123
Strengthening Families & Communities LLC
Massachusetts
$1.52万 – – –
DWM
1124
Dogwood Wealth Management
Kansas
$1.52万 +$1,094 +5 +9%
Altshuler Shaham
1125
Altshuler Shaham
Israel
$1.47万 -$189万 -8,630 -99%