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名前 保有額 取引額 株数
増減
保有比率の
変化
MidFirst Bank
301
MidFirst Bank
Oklahoma
$2,541 – – –
Cornerstone Financial Management
302
Cornerstone Financial Management
Massachusetts
$2,190 +$2,080 +56 新規
SJS Investment Consulting
303
SJS Investment Consulting
Ohio
$2,112 +$2,006 +54 新規
Harbour Investments
304
Harbour Investments
Wisconsin
$2,072 -$4,642 -125 -70%
GW&K Investment Management
305
GW&K Investment Management
Massachusetts
$2,000 +$371 +10 +25%
MV Capital Management
306
MV Capital Management
Maryland
$1,838 -$3,008 -81 -63%
SHP Wealth Management
307
SHP Wealth Management
Massachusetts
$1,799 +$966 +26 +130%
Physician Wealth Advisors
308
Physician Wealth Advisors
Utah
$1,682 +$1,597 +43 新規
Ameritas Advisory Services
309
Ameritas Advisory Services
Nebraska
$1,603 +$1,523 +41 新規
First Command Advisory Services
310
First Command Advisory Services
Texas
$1,561 +$1,486 +40 新規
Raffa Wealth Management
311
Raffa Wealth Management
District of Columbia
$1,369 – – –
WPG Advisers
312
WPG Advisers
Maryland
$1,173 – – –
Bruce G. Allen Investments
313
Bruce G. Allen Investments
Colorado
$1,173 +$594 +16 +114%
AssetMark Inc
314
AssetMark Inc
California
$1,095 – – –
Investors Research Corp
315
Investors Research Corp
Georgia
$1,095 – – –
True Wealth Design
316
True Wealth Design
Ohio
$1,056 -$1,151 -31 -53%
Bare Financial Services
317
Bare Financial Services
Pennsylvania
$1,016 -$1,337 -36 -58%
Principia Wealth Advisory
318
Principia Wealth Advisory
Texas
$899 +$817 +22 +2,200%
American Capital Advisory
319
American Capital Advisory
Idaho
$782 +$743 +20 新規
Whipplewood Advisors
320
Whipplewood Advisors
Colorado
$743 – – –
Plante Moran Financial Advisors
321
Plante Moran Financial Advisors
Michigan
$665 +$631 +17 新規
Activest Wealth Management
322
Activest Wealth Management
Florida
$626 +$111 +3 +23%
SouthState Corp
323
SouthState Corp
Florida
$587 -$334 -9 -38%
Downshift Financial
324
Downshift Financial
Colorado
$587 +$557 +15 新規
Quarry LP
325
Quarry LP
New York
$547 +$520 +14 新規