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名前 保有額 取引額 株数
増減
保有比率の
変化
Sachetta
401
Sachetta
Massachusetts
$4,766 – – –
SEP
402
Signature Equity Partners
Ohio
$4,747 -$1.01万 -14 -70%
APFP
403
Action Point Financial Planning
Michigan
$4,746 +$4,324 +6 新規
Rossby Financial
404
Rossby Financial
Florida
$3,956 – – –
BFCFSI
405
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$3,165 -$7,206 -10 -71%
Bogart Wealth LLC
406
Bogart Wealth LLC
Virginia
$3,165 +$2,162 +3 +300%
Cornerstone Financial Management
407
Cornerstone Financial Management
Massachusetts
$2,374 – – –
Physician Wealth Advisors
408
Physician Wealth Advisors
Utah
$2,374 – – –
Alpine Bank Wealth Management
409
Alpine Bank Wealth Management
Colorado
$2,374 +$2,162 +3 新規
Creative Capital Management Investments
410
Creative Capital Management Investments
California
$2,374 +$2,162 +3 新規
Silver Grove Financial Group
411
Silver Grove Financial Group
New York
$2,374 +$2,162 +3 新規
Manchester Capital Management
412
Manchester Capital Management
Vermont
$1,583 – – –
Rialto Wealth Management
413
Rialto Wealth Management
New York
$1,583 +$721 +1 +100%
JPL Wealth Management
414
JPL Wealth Management
Colorado
$1,583 +$1,441 +2 新規
Harbour Investments
415
Harbour Investments
Wisconsin
$1,582 – – –
AmeriFlex Group
416
AmeriFlex Group
Nevada
$1,582 +$1,441 +2 新規
First Command Advisory Services
417
First Command Advisory Services
Texas
$1,582 +$1,441 +2 新規
Prestige Wealth Management Group
418
Prestige Wealth Management Group
New Jersey
$795 – – –
Bay Harbor Wealth Management
419
Bay Harbor Wealth Management
Maryland
$794 – – –
Elevation Wealth Partners
420
Elevation Wealth Partners
California
$792 – – –
TFC Financial Management
421
TFC Financial Management
Massachusetts
$792 – – –
HFM Investment Advisors
422
HFM Investment Advisors
New Jersey
$792 +$721 +1 新規
Bruce G. Allen Investments
423
Bruce G. Allen Investments
Colorado
$791 – – –
Huntington National Bank
424
Huntington National Bank
Ohio
$791 – – –
USA Financial Formulas
425
USA Financial Formulas
Michigan
$791 – – –