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名前 保有額 取引額 株数
増減
保有比率の
変化
AssetMark Inc
301
AssetMark Inc
California
$3,160 -$1.26万 -107 -81%
Parkside Financial Bank & Trust
302
Parkside Financial Bank & Trust
Missouri
$3,034 -$1,766 -15 -38%
JFS Wealth Advisors
303
JFS Wealth Advisors
Pennsylvania
$3,034 +$471 +4 +20%
Bogart Wealth LLC
304
Bogart Wealth LLC
Virginia
$2,528 – – –
Physician Wealth Advisors
305
Physician Wealth Advisors
Utah
$2,528 +$1,530 +13 +186%
Westfuller Advisors
306
Westfuller Advisors
New York
$2,148 – – –
Valued Wealth Advisors
307
Valued Wealth Advisors
Utah
$2,023 +$1,884 +16 新規
Farmers & Merchants Investments Inc
308
Farmers & Merchants Investments Inc
Nebraska
$1,896 – – –
Ameritas Advisory Services
309
Ameritas Advisory Services
Nebraska
$1,769 -$46.6万 -3,958 -100%
Golden State Wealth Management
310
Golden State Wealth Management
California
$1,643 – – –
Prestige Wealth Management Group
311
Prestige Wealth Management Group
New Jersey
$1,517 +$471 +4 +50%
CVA Family Office
312
CVA Family Office
Colorado
$1,390 -$824 -7 -39%
Plante Moran Financial Advisors
313
Plante Moran Financial Advisors
Michigan
$1,390 +$1,295 +11 新規
Godfrey Financial Associates
314
Godfrey Financial Associates
New York
$1,264 – – –
IAIM
315
International Assets Investment Management
Florida
$1,203 -$8.24万 -700 -99%
Kingdom Financial Group
316
Kingdom Financial Group
Arizona
$1,138 -$2,355 -20 -69%
Ankerstar Wealth
317
Ankerstar Wealth
Texas
$1,138 +$471 +4 +80%
APFP
318
Action Point Financial Planning
Michigan
$1,136 +$1,177 +10 新規
Fortitude Family Office
319
Fortitude Family Office
Arizona
$1,011 -$471 -4 -33%
Bellevue Asset Management
320
Bellevue Asset Management
Washington
$1,011 +$942 +8 新規
PWMG
321
Private Wealth Management Group
New Jersey
$885 – – –
True Wealth Design
322
True Wealth Design
Ohio
$885 +$471 +4 +133%
DiNuzzo Private Wealth
323
DiNuzzo Private Wealth
Pennsylvania
$759 – – –
Gilpin Wealth Management
324
Gilpin Wealth Management
Colorado
$759 +$235 +2 +50%
Essential Partners
325
Essential Partners
California
$758 -$706 -6 -50%