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名前 保有額 取引額 株数
増減
保有比率の
変化
SC
451
Swan Capital
Florida
$2,174 +$2,135 +200 新規
BC
452
Barrett & Company
Rhode Island
$2,120 +$2,082 +195 新規
CX Institutional
453
CX Institutional
Indiana
$2,000 – – –
Cassaday & Co Wealth Management
454
Cassaday & Co Wealth Management
Virginia
$1,914 – – –
DWM
455
Dogwood Wealth Management
Kansas
$1,902 – – –
KG
456
Kilter Group
New York
$1,751 +$1,046 +98 +156%
NWMP
457
Noble Wealth Management PBC
Colorado
$1,696 – – –
MWA
458
Medallion Wealth Advisors
Connecticut
$1,673 +$651 +61 +66%
CVA Family Office
459
CVA Family Office
Colorado
$1,641 +$1,110 +104 +221%
Beaird Harris Wealth Management
460
Beaird Harris Wealth Management
Texas
$1,631 +$1,601 +150 新規
BLC
461
Brown, Lisle/Cummings
Rhode Island
$1,631 +$1,601 +150 新規
AG
462
AmeriFlex Group
Nevada
$1,587 – – –
Wealth Enhancement Trust Services
463
Wealth Enhancement Trust Services
South Dakota
$1,544 – – –
Physician Wealth Advisors
464
Physician Wealth Advisors
Utah
$1,533 +$1,505 +141 新規
Keating Financial Advisory Services
465
Keating Financial Advisory Services
Kansas
$1,467 +$523 +49 +57%
MCA
466
McGuire Capital Advisors
Oklahoma
$1,402 – – –
PWM
467
Proathlete Wealth Management
Florida
$1,380 – – –
Clearstead Trust
468
Clearstead Trust
Maine
$1,327 -$1,505 -141 -54%
SG
469
Sankala Group
Colorado
$1,274 – – –
MidFirst Bank
470
MidFirst Bank
Oklahoma
$1,272 – – –
Huntington National Bank
471
Huntington National Bank
Ohio
$1,228 +$1,014 +95 +528%
Plato Investment Management
472
Plato Investment Management
Australia
$1,156 – – –
VFM
473
Vision Financial Markets
Connecticut
$1,155 – – –
SHP Wealth Management
474
SHP Wealth Management
Massachusetts
$1,109 -$214 -20 -16%
TD Private Client Wealth
475
TD Private Client Wealth
New York
$1,109 – – –