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名前 保有額 取引額 株数
増減
保有比率の
変化
Financial Management Professionals
476
Financial Management Professionals
Texas
$1,087 – – –
Toth Financial Advisory
477
Toth Financial Advisory
Virginia
$1,087 +$1,068 +100 新規
SGFG
478
Silver Grove Financial Group
New York
$935 +$918 +86 新規
MP
479
McDonald Partners
Ohio
$924 +$907 +85 新規
APFP
480
Action Point Financial Planning
Michigan
$903 +$897 +84 新規
LAS
481
Lloyd Advisory Services
Georgia
$902 +$886 +83 新規
CJ
482
Caitlin John
Michigan
$891 – – –
Transamerica Financial Advisors
483
Transamerica Financial Advisors
Florida
$826 -$117 -11 -13%
MWM
484
Mosley Wealth Management
California
$815 – – –
Tompkins Financial
485
Tompkins Financial
New York
$815 – – –
Smartleaf Asset Management
486
Smartleaf Asset Management
Massachusetts
$769 – – –
Pinnacle Wealth Planning Services
487
Pinnacle Wealth Planning Services
Ohio
$761 -$1,260 -118 -63%
CH
488
Cromwell Holdings
Wyoming
$739 – – –
MV Capital Management
489
MV Capital Management
Maryland
$631 +$107 +10 +21%
Bangor Savings Bank
490
Bangor Savings Bank
Maine
$598 -$6,406 -600 -92%
MEG
491
Millstone Evans Group
Colorado
$544 – – –
SIM
492
Synergy Investment Management
Florida
$544 +$534 +50 新規
Ancora Advisors
493
Ancora Advisors
Ohio
$543 – – –
SouthState Corp
494
SouthState Corp
Florida
$533 +$85 +8 +20%
Marquette Asset Management
495
Marquette Asset Management
Minnesota
$533 +$523 +49 新規
Bell Investment Advisors
496
Bell Investment Advisors
California
$522 -$512 -48 -50%
FP
497
Financial Perspectives
Minnesota
$522 – – –
Zions Bancorporation, National Association
498
Zions Bancorporation, National Association
Utah
$522 +$310 +29 +153%
PS
499
Planning Strategies
Pennsylvania
$500 +$491 +46 新規
Stone House Investment Management
500
Stone House Investment Management
Pennsylvania
$474 +$470 +44 新規