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名前 保有額 取引額 株数
増減
保有比率の
変化
Albion Financial Group
1101
Albion Financial Group
Utah
$1,592 – – –
Barnes Dennig Private Wealth Management
1102
Barnes Dennig Private Wealth Management
Ohio
$1,592 – – –
MWM
1103
Mascoma Wealth Management
New Hampshire
$1,592 – – –
Planning Strategies
1104
Planning Strategies
Pennsylvania
$1,592 +$1,530 +5 新規
Westfuller Advisors
1105
Westfuller Advisors
New York
$1,592 +$1,530 +5 新規
PWMG
1106
Private Wealth Management Group
New Jersey
$1,274 – – –
Financial Consulate
1107
Financial Consulate
Maryland
$1,274 +$306 +1 +33%
Brown, Lisle/Cummings
1108
Brown, Lisle/Cummings
Rhode Island
$1,273 – – –
Signature Resources Capital Management
1109
Signature Resources Capital Management
California
$1,273 – – –
NVWM LLC
1110
NVWM LLC
Pennsylvania
$1,273 +$612 +2 +100%
Winthrop Capital Management
1111
Winthrop Capital Management
Indiana
$1,000 -$306 -1 -20%
DHJJ Financial Advisors
1112
DHJJ Financial Advisors
Illinois
$955 – – –
Valued Wealth Advisors
1113
Valued Wealth Advisors
Utah
$955 – – –
Davis Capital Management
1114
Davis Capital Management
Florida
$955 +$612 +2 +200%
CIA
1115
Cape Investment Advisory
Georgia
$955 +$918 +3 新規
Strengthening Families & Communities LLC
1116
Strengthening Families & Communities LLC
Massachusetts
$955 +$918 +3 新規
SEP
1117
Signature Equity Partners
Ohio
$675 – – –
Abound Wealth Management
1118
Abound Wealth Management
Tennessee
$637 -$7,037 -23 -92%
Breakwater Investment Management
1119
Breakwater Investment Management
Washington
$637 – – –
Elevated Capital Advisors
1120
Elevated Capital Advisors
Utah
$637 – – –
Strategic Wealth Partners
1121
Strategic Wealth Partners
Ohio
$637 – – –
Evolution Wealth Management
1122
Evolution Wealth Management
Florida
$637 +$612 +2 新規
NEWAS
1123
N.E.W. Advisory Services
Wisconsin
$637 +$612 +2 新規
Valley National Advisers
1124
Valley National Advisers
Pennsylvania
$637 +$612 +2 新規
Y.D. More Investments
1125
Y.D. More Investments
Israel
$387 +$3,977 +13 +4%