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名前 保有額 取引額 株数
増減
保有比率の
変化
Cedar Mountain Advisors
1701
Cedar Mountain Advisors
Oregon
$2,709 – – –
MPWM Advisory Solutions
1702
MPWM Advisory Solutions
Georgia
$2,709 – – –
PlanVest Financial
1703
PlanVest Financial
Maryland
$2,709 – – –
Sunrise Financial Services
1704
Sunrise Financial Services
Washington
$2,709 – – –
Align Financial
1705
Align Financial
Minnesota
$2,574 – – –
Adirondack Trust Company
1706
Adirondack Trust Company
New York
$2,573 – – –
D.J. St. Germain
1707
D.J. St. Germain
Massachusetts
$2,168 – – –
1620 Investment Advisors
1708
1620 Investment Advisors
Massachusetts
$2,032 – – –
Lummis Asset Management
1709
Lummis Asset Management
Texas
$1,897 -$2,836 -20 -59%
Lodestone Wealth Management
1710
Lodestone Wealth Management
Washington
$1,761 – – –
MidFirst Bank
1711
MidFirst Bank
Oklahoma
$1,626 +$1,560 +11 +1,100%
Fortis Group Advisors
1712
Fortis Group Advisors
New Jersey
$1,626 +$1,701 +12 新規
DecisionPoint Financial
1713
DecisionPoint Financial
Arizona
$1,505 – – –
1015 Capital Partners
1714
1015 Capital Partners
Pennsylvania
$1,490 – – –
MWM
1715
Mascoma Wealth Management
New Hampshire
$1,490 +$142 +1 +10%
Downshift Financial
1716
Downshift Financial
Colorado
$1,490 +$1,560 +11 新規
Morton Brown Family Wealth
1717
Morton Brown Family Wealth
Pennsylvania
$1,490 +$1,560 +11 新規
Barnes Dennig Private Wealth Management
1718
Barnes Dennig Private Wealth Management
Ohio
$1,355 – – –
Steigerwald Gordon & Koch
1719
Steigerwald Gordon & Koch
Virginia
$1,355 – – –
Breakwater Investment Management
1720
Breakwater Investment Management
Washington
$1,355 +$709 +5 +100%
Provenance Wealth Advisors
1721
Provenance Wealth Advisors
Florida
$1,355 +$1,418 +10 新規
Quest 10 Wealth Builders
1722
Quest 10 Wealth Builders
Virginia
$1,219 – – –
NBT Bank
1723
NBT Bank
New York
$1,084 – – –
Chesapeake Asset Management
1724
Chesapeake Asset Management
New York
$1,083 +$1,134 +8 新規
Hurley Capital
1725
Hurley Capital
New York
$1,000 +$142 +1 +17%