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名前 保有額 取引額 株数
増減
保有比率の
変化
Manning & Napier Advisors
601
Manning & Napier Advisors
New York
$4,328 +$5,131 +38 新規
EFG International
602
EFG International
$3,976 – – –
Golden State Wealth Management
603
Golden State Wealth Management
California
$3,863 – – –
True Wealth Design
604
True Wealth Design
Ohio
$3,636 -$2.35万 -174 -84%
Pension & Wealth Management Advisors
605
Pension & Wealth Management Advisors
Massachusetts
$3,295 – – –
IAIM
606
International Assets Investment Management
Florida
$3,234 -$2,700 -20 -43%
Summit Securities Group
607
Summit Securities Group
New York
$3,067 +$1,080 +8 +42%
Strengthening Families & Communities LLC
608
Strengthening Families & Communities LLC
Massachusetts
$3,067 +$3,646 +27 新規
Webster Bank
609
Webster Bank
Connecticut
$3,067 +$3,646 +27 新規
AW
610
Avion Wealth
Texas
$3,000 +$540 +4 +16%
Strive Financial Group
611
Strive Financial Group
Indiana
$2,954 – – –
Raffa Wealth Management
612
Raffa Wealth Management
District of Columbia
$2,954 +$1,755 +13 +100%
TD Waterhouse Canada
613
TD Waterhouse Canada
Ontario, Canada
$2,395 – – –
High Note Wealth
614
High Note Wealth
Minnesota
$2,386 – – –
LRI Investments
615
LRI Investments
Florida
$2,273 -$2,160 -16 -44%
Creative Capital Management Investments
616
Creative Capital Management Investments
California
$2,272 +$2,700 +20 新規
SJS Investment Consulting
617
SJS Investment Consulting
Ohio
$2,159 -$135 -1 -5%
Capital Advisors Ltd
618
Capital Advisors Ltd
Ohio
$2,000 -$1.3万 -96 -83%
Bogart Wealth LLC
619
Bogart Wealth LLC
Virginia
$1,931 +$1,755 +13 +325%
Marquette Asset Management
620
Marquette Asset Management
Minnesota
$1,818 -$7,696 -57 -78%
Financial Consulate
621
Financial Consulate
Maryland
$1,705 +$2,025 +15 新規
Bay Harbor Wealth Management
622
Bay Harbor Wealth Management
Maryland
$1,704 -$270 -2 -12%
Phillip James Consulting
623
Phillip James Consulting
Minnesota
$1,704 +$2,025 +15 新規
Armstrong Advisory Group
624
Armstrong Advisory Group
Massachusetts
$1,591 -$3,511 -26 -65%
DiNuzzo Private Wealth
625
DiNuzzo Private Wealth
Pennsylvania
$1,591 -$405 -3 -18%