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名前 保有額 取引額 株数
増減
保有比率の
変化
Cornerstone Planning Group
876
Cornerstone Planning Group
New Jersey
$2.31万 +$702 +19 +3%
FB
877
First Bancorp
Maine
$2.3万 +$2.34万 +634 新規
Asset Dedication LLC
878
Asset Dedication LLC
California
$2.3万 – – –
Bogart Wealth LLC
879
Bogart Wealth LLC
Virginia
$2.28万 +$3,066 +83 +15%
BC
880
Barrett & Company
Rhode Island
$2.18万 – – –
BA
881
Blueline Advisors
New Hampshire
$2.14万 – – –
Pinnacle Wealth Planning Services
882
Pinnacle Wealth Planning Services
Ohio
$2.09万 -$1,034 -28 -5%
Keating Financial Advisory Services
883
Keating Financial Advisory Services
Kansas
$2.01万 -$2,955 -80 -13%
GHP Investment Advisors
884
GHP Investment Advisors
Colorado
$2万 – – –
CB
885
CNB Bank
Pennsylvania
$1.93万 – – –
Clearstead Trust
886
Clearstead Trust
Maine
$1.9万 – – –
Princeton Global Asset Management
887
Princeton Global Asset Management
New Jersey
$1.87万 +$111 +3 +0.6%
CNBTD
888
Citizens National Bank Trust Department
Mississippi
$1.85万 – – –
BFP
889
Birchwood Financial Partners
Minnesota
$1.82万 – – –
BGAI
890
Bruce G. Allen Investments
Colorado
$1.82万 – – –
FG
891
Fairman Group
Pennsylvania
$1.78万 +$148 +4 +0.8%
MWPCG
892
Measured Wealth Private Client Group
New Hampshire
$1.74万 – – –
W
893
WealthCollab
Washington
$1.7万 – – –
FFO
894
Fortitude Family Office
Arizona
$1.7万 -$1,847 -50 -10%
Whittier Trust
895
Whittier Trust
California
$1.7万 +$2,881 +78 +20%
JTBR
896
James T. Borello RIA
Illinois
$1.65万 +$1.05万 +285 +168%
Westside Investment Management
897
Westside Investment Management
California
$1.64万 – – –
Institute for Wealth Management
898
Institute for Wealth Management
Colorado
$1.62万 +$1.65万 +447 新規
RF
899
Robinswood Financial
Washington
$1.62万 +$111 +3 +0.7%
APFP
900
Action Point Financial Planning
Michigan
$1.61万 +$1.64万 +444 新規