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名前 保有額 取引額 株数
増減
保有比率の
変化
Ameritas Advisory Services
301
Ameritas Advisory Services
Nebraska
$7,995 +$9,205 +1,580 新規
Advisornet Financial
302
Advisornet Financial
Minnesota
$7,813 – – –
Smartleaf Asset Management
303
Smartleaf Asset Management
Massachusetts
$7,804 – – –
Ares Financial Consulting
304
Ares Financial Consulting
California
$7,590 – – –
SLT Holdings
305
SLT Holdings
Arizona
$7,590 +$8,739 +1,500 新規
IFP Advisors
306
IFP Advisors
Florida
$7,575 +$7,183 +1,233 +467%
Blue Trust Inc
307
Blue Trust Inc
Georgia
$7,140 +$1,247 +214 +18%
Cornerstone Planning Group
308
Cornerstone Planning Group
New Jersey
$6,888 – – –
Institute for Wealth Management
309
Institute for Wealth Management
Colorado
$6,578 +$7,574 +1,300 新規
SHP Wealth Management
310
SHP Wealth Management
Massachusetts
$6,345 – – –
Compass Financial Management
311
Compass Financial Management
Florida
$6,218 +$7,574 +1,300 新規
KFP
312
Kerr Financial Planning
California
$6,143 – – –
Brown, Lisle/Cummings
313
Brown, Lisle/Cummings
Rhode Island
$6,072 – – –
SEP
314
Signature Equity Partners
Ohio
$5,642 – – –
McDonald Partners
315
McDonald Partners
Ohio
$5,106 +$5,878 +1,009 新規
Purpose Unlimited Inc
316
Purpose Unlimited Inc
$5,060 – – –
Quaker Wealth Management
317
Quaker Wealth Management
New Jersey
$5,060 – – –
Rothschild Investment LLC
318
Rothschild Investment LLC
Illinois
$5,060 – – –
Sachetta
319
Sachetta
Massachusetts
$5,060 – – –
Trust Company of Vermont
320
Trust Company of Vermont
Vermont
$5,060 +$5,826 +1,000 新規
Capital Advisors Ltd
321
Capital Advisors Ltd
Ohio
$5,000 – – –
Union Bancaire Privee
322
Union Bancaire Privee
Switzerland
$4,950 – – –
Creative Financial Designs
323
Creative Financial Designs
Indiana
$4,807 – – –
Security National Bank of Sioux City Iowa
324
Security National Bank of Sioux City Iowa
Iowa
$4,554 +$5,243 +900 新規
Hurley Capital
325
Hurley Capital
New York
$3,709 – – –