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名前 保有額 取引額 株数
増減
保有比率の
変化
James T. Borello RIA
401
James T. Borello RIA
Illinois
$1.05万 +$8,969 +73 +1,825%
Whittier Trust
402
Whittier Trust
California
$9,902 -$8,969 -73 -51%
IAIM
403
International Assets Investment Management
Florida
$9,451 -$7,863 -64 -48%
Blue Trust Inc
404
Blue Trust Inc
Georgia
$8,323 +$5,037 +41 +205%
SBI Securities
405
SBI Securities
Japan
$8,050 – – –
EverSource Wealth Advisors
406
EverSource Wealth Advisors
Alabama
$7,368 +$3,194 +26 +93%
Cedar Mountain Advisors
407
Cedar Mountain Advisors
Oregon
$7,095 – – –
NewEdge Advisors
408
NewEdge Advisors
Louisiana
$6,958 +$123 +1 +2%
BOK Financial
409
BOK Financial
Oklahoma
$6,549 +$5,897 +48 新規
Farmers & Merchants Investments Inc
410
Farmers & Merchants Investments Inc
Nebraska
$6,140 – – –
AW
411
Avion Wealth
Texas
$6,000 -$491 -4 -7%
Grove Bank & Trust
412
Grove Bank & Trust
Florida
$5,321 +$2,211 +18 +86%
S&T Bank
413
S&T Bank
Pennsylvania
$5,185 +$246 +2 +6%
Smithfield Trust
414
Smithfield Trust
Pennsylvania
$5,000 – – –
Vanguard National Trust
415
Vanguard National Trust
Pennsylvania
$4,503 – – –
Financial Network Wealth Advisors
416
Financial Network Wealth Advisors
Utah
$4,503 +$983 +8 +32%
Leonteq Securities AG
417
Leonteq Securities AG
Switzerland
$4,366 +$3,194 +26 +433%
B
418
Bayban
Minnesota
$4,230 – – –
Brown, Lisle/Cummings
419
Brown, Lisle/Cummings
Rhode Island
$4,230 – – –
SIM
420
Synergy Investment Management
Florida
$4,096 +$3,563 +29 新規
HHM Wealth Advisors
421
HHM Wealth Advisors
Tennessee
$4,094 – – –
Pinnacle Wealth Planning Services
422
Pinnacle Wealth Planning Services
Ohio
$3,957 – – –
Evolution Wealth Management
423
Evolution Wealth Management
Florida
$3,411 – – –
GHP Investment Advisors
424
GHP Investment Advisors
Colorado
$3,411 – – –
MassMutual Private Wealth & Trust
425
MassMutual Private Wealth & Trust
Connecticut
$3,275 +$1,351 +11 +85%