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名前 保有額 取引額 株数
増減
保有比率の
変化
RF
826
Rossby Financial
Florida
$3,919 -$2,642 -157 -40%
SIM
827
Synergy Investment Management
Florida
$3,843 +$2,676 +159 +245%
Hughes Financial Services
828
Hughes Financial Services
Virginia
$3,818 +$2,423 +144 +173%
Raffa Wealth Management
829
Raffa Wealth Management
District of Columbia
$3,801 +$825 +49 +28%
HNW
830
High Note Wealth
Minnesota
$3,734 +$1,616 +96 +76%
VR
831
Vision Retirement
New Jersey
$3,667 -$623 -37 -15%
FG
832
Fairman Group
Pennsylvania
$3,475 – – –
Financial Consulate
833
Financial Consulate
Maryland
$3,467 +$2,272 +135 +190%
CWP
834
Clark Wealth Partners
Illinois
$3,442 +$3,433 +204 新規
HWP
835
Highline Wealth Partners
California
$3,414 +$2,104 +125 +160%
Crewe Advisors
836
Crewe Advisors
Utah
$3,365 +$3,366 +200 新規
Armstrong Advisory Group
837
Armstrong Advisory Group
Massachusetts
$3,364 – – –
BWM
838
Benson Wealth Management
Tennessee
$3,364 – – –
PWA
839
Principia Wealth Advisory
Texas
$3,364 +$202 +12 +6%
RWM
840
Rialto Wealth Management
New York
$3,247 +$370 +22 +13%
Penserra Capital Management
841
Penserra Capital Management
California
$3,000 – – –
FA
842
Fountainhead AM
New Jersey
$2,910 +$1,902 +113 +188%
RF
843
Robinswood Financial
Washington
$2,808 – – –
SouthState Corp
844
SouthState Corp
Florida
$2,692 +$151 +9 +6%
VWA
845
Valued Wealth Advisors
Utah
$2,601 -$1.83万 -1,085 -88%
PS
846
Planning Strategies
Pennsylvania
$2,523 +$2,524 +150 新規
Geneos Wealth Management
847
Geneos Wealth Management
Colorado
$2,422 – – –
BFS
848
Bare Financial Services
Pennsylvania
$2,321 -$522 -31 -18%
Banque Cantonale Vaudoise
849
Banque Cantonale Vaudoise
Switzerland
$2,274 +$61.8万 +36,726 +37%
Ossiam
850
Ossiam
France
$2,203 -$4,813 -286 -69%