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名前 保有額 取引額 株数
増減
保有比率の
変化
TAP
576
Tounjian Advisory Partners
Florida
$3,186 +$3,121 +24 新規
AW
577
Avion Wealth
Texas
$3,000 – – –
Manchester Capital Management
578
Manchester Capital Management
Vermont
$2,921 +$130 +1 +5%
CH
579
Cromwell Holdings
Wyoming
$2,920 +$2,861 +22 新規
Barrett & Company
580
Barrett & Company
Rhode Island
$2,655 – – –
Armstrong Advisory Group
581
Armstrong Advisory Group
Massachusetts
$2,523 – – –
Physician Wealth Advisors
582
Physician Wealth Advisors
Utah
$2,523 +$130 +1 +6%
BFCFSI
583
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$2,522 -$520 -4 -17%
DiNuzzo Private Wealth
584
DiNuzzo Private Wealth
Pennsylvania
$2,257 +$130 +1 +6%
Hughes Financial Services
585
Hughes Financial Services
Virginia
$2,124 +$260 +2 +14%
Bay Harbor Wealth Management
586
Bay Harbor Wealth Management
Maryland
$2,124 +$520 +4 +33%
Creative Capital Management Investments
587
Creative Capital Management Investments
California
$2,124 +$2,081 +16 新規
Cornerstone Planning Group
588
Cornerstone Planning Group
New Jersey
$2,077 +$130 +1 +5%
JPL Wealth Management
589
JPL Wealth Management
Colorado
$1,992 – – –
Bare Financial Services
590
Bare Financial Services
Pennsylvania
$1,858 – – –
Creative Financial Designs
591
Creative Financial Designs
Indiana
$1,858 – – –
CBIZ Investment Advisory Services
592
CBIZ Investment Advisory Services
Ohio
$1,807 – – –
Dunhill Financial
593
Dunhill Financial
United Kingdom
$1,632 – – –
Salomon & Ludwin
594
Salomon & Ludwin
Virginia
$1,486 – – –
Financial Management Professionals
595
Financial Management Professionals
Texas
$1,460 – – –
Quent Capital
596
Quent Capital
New York
$1,460 – – –
Chilton Capital Management
597
Chilton Capital Management
Texas
$1,328 – – –
Prestige Wealth Management Group
598
Prestige Wealth Management Group
New Jersey
$1,328 – – –
HFM Investment Advisors
599
HFM Investment Advisors
New Jersey
$1,328 +$650 +5 +100%
Dogwood Wealth Management
600
Dogwood Wealth Management
Kansas
$1,327 – – –