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名前 保有額 取引額 株数
増減
保有比率の
変化
Clearstead Advisors
401
Clearstead Advisors
Ohio
$1.08万 +$9,389 +36 新規
Continuum Advisory
402
Continuum Advisory
Idaho
$9,922 +$8,606 +33 新規
APFP
403
Action Point Financial Planning
Michigan
$9,321 +$8,867 +34 新規
IFP Advisors
404
IFP Advisors
Florida
$8,118 -$2,347 -9 -25%
Quarry LP
405
Quarry LP
New York
$8,118 +$7,042 +27 新規
FFO
406
Fortitude Family Office
Arizona
$7,216 – – –
WhitTier Trust Company
407
WhitTier Trust Company
Nevada
$6,910 – – –
Manning & Napier Advisors
408
Manning & Napier Advisors
New York
$6,619 +$5,998 +23 新規
TWD
409
True Wealth Design
Ohio
$5,713 – – –
RWS
410
Retirement Wealth Solutions
Wisconsin
$5,413 +$261 +1 +6%
MCF Advisors
411
MCF Advisors
Kentucky
$4,511 +$3,912 +15 新規
Farmers & Merchants Investments Inc
412
Farmers & Merchants Investments Inc
Nebraska
$4,510 – – –
RF
413
Rossby Financial
Florida
$4,209 +$522 +2 +17%
BAM
414
Bellevue Asset Management
Washington
$4,209 +$3,651 +14 新規
TD Capital Management
415
TD Capital Management
Tennessee
$3,909 – – –
Marquette Asset Management
416
Marquette Asset Management
Minnesota
$3,308 – – –
Capital Advisors Ltd
417
Capital Advisors Ltd
Ohio
$3,000 – – –
CCMI
418
Creative Capital Management Investments
California
$2,405 +$2,086 +8 新規
Raffa Wealth Management
419
Raffa Wealth Management
District of Columbia
$2,105 -$4,173 -16 -70%
SBI Securities
420
SBI Securities
Japan
$2,105 – – –
RWM
421
Rialto Wealth Management
New York
$2,105 +$782 +3 +75%
HIA
422
HFM Investment Advisors
New Jersey
$2,105 +$1,304 +5 +250%
Hughes Financial Services
423
Hughes Financial Services
Virginia
$2,105 +$1,565 +6 +600%
Plante Moran Financial Advisors
424
Plante Moran Financial Advisors
Michigan
$2,105 +$1,826 +7 新規
Bell Investment Advisors
425
Bell Investment Advisors
California
$1,805 – – –