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名前 保有額 取引額 株数
増減
保有比率の
変化
Cullen/Frost Bankers
501
Cullen/Frost Bankers
Texas
$9,592 +$2,569 +45 +33%
Vermillion Wealth Management
502
Vermillion Wealth Management
Minnesota
$9,477 -$1,028 -18 -9%
Gold Investment Management
503
Gold Investment Management
Alberta, Canada
$9,475 +$1.03万 +180 新規
Cornerstone Planning Group
504
Cornerstone Planning Group
New Jersey
$9,445 +$1,998 +35 +29%
JFS Wealth Advisors
505
JFS Wealth Advisors
Pennsylvania
$9,320 +$3,255 +57 +48%
Wilmington Savings Fund Society
506
Wilmington Savings Fund Society
Delaware
$8,108 +$8,793 +154 新規
Aventura Private Wealth
507
Aventura Private Wealth
Florida
$7,529 +$2,113 +37 +35%
Zions Bancorporation, National Association
508
Zions Bancorporation, National Association
Utah
$7,002 +$1,256 +22 +20%
Dogwood Wealth Management
509
Dogwood Wealth Management
Kansas
$6,897 – – –
True Wealth Design
510
True Wealth Design
Ohio
$6,529 +$1,199 +21 +20%
JPL Wealth Management
511
JPL Wealth Management
Colorado
$6,445 – – –
RMG Wealth Management
512
RMG Wealth Management
Wisconsin
$6,320 – – –
APFP
513
Action Point Financial Planning
Michigan
$6,318 +$6,909 +121 新規
KAS
514
Kemnay Advisory Services
New York
$6,160 +$171 +3 +3%
Manchester Capital Management
515
Manchester Capital Management
Vermont
$5,792 – – –
Evelyn Partners
516
Evelyn Partners
$5,265 +$5,710 +100 新規
Rossby Financial
517
Rossby Financial
Florida
$4,791 +$2,855 +50 +122%
BFSG LLC
518
BFSG LLC
California
$4,686 – – –
Kilter Group
519
Kilter Group
New York
$4,055 +$343 +6 +8%
CH
520
Cromwell Holdings
Wyoming
$4,054 +$1,427 +25 +48%
IMA Advisory Services
521
IMA Advisory Services
Colorado
$4,054 +$1,485 +26 +51%
Bare Financial Services
522
Bare Financial Services
Pennsylvania
$3,738 – – –
Kelleher Financial Advisors
523
Kelleher Financial Advisors
New York
$3,528 +$3,826 +67 新規
Triumph Capital Management
524
Triumph Capital Management
Colorado
$3,475 – – –
Advisornet Financial
525
Advisornet Financial
Minnesota
$3,422 +$57 +1 +2%