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名前 保有額 取引額 株数
増減
保有比率の
変化
Downshift Financial
801
Downshift Financial
Colorado
$835 +$1,022 +20 新規
Dunhill Financial
802
Dunhill Financial
United Kingdom
$773 -$51 -1 -5%
Tidemark
803
Tidemark
California
$751 +$920 +18 新規
1015 Capital Partners
804
1015 Capital Partners
Pennsylvania
$710 -$102 -2 -11%
Davis Capital Management
805
Davis Capital Management
Florida
$710 +$664 +13 +325%
Whipplewood Advisors
806
Whipplewood Advisors
Colorado
$626 -$2,862 -56 -79%
Clark Wealth Partners
807
Clark Wealth Partners
Illinois
$585 -$409 -8 -36%
Mosley Wealth Management
808
Mosley Wealth Management
California
$584 +$715 +14 新規
Planning Strategies
809
Planning Strategies
Pennsylvania
$584 +$715 +14 新規
TFC Financial Management
810
TFC Financial Management
Massachusetts
$503 -$51 -1 -8%
Concord Wealth Partners
811
Concord Wealth Partners
Virginia
$501 +$613 +12 新規
Provenance Wealth Advisors
812
Provenance Wealth Advisors
Florida
$501 +$613 +12 新規
DecisionPoint Financial
813
DecisionPoint Financial
Arizona
$422 +$307 +6 +150%
Thurston Springer Miller Herd & Titak
814
Thurston Springer Miller Herd & Titak
Indiana
$416 – – –
Hughes Financial Services
815
Hughes Financial Services
Virginia
$376 -$256 -5 -36%
Seneschal Advisors
816
Seneschal Advisors
Washington
$376 +$102 +2 +29%
SHP Wealth Management
817
SHP Wealth Management
Massachusetts
$292 -$4,242 -83 -92%
Raffa Wealth Management
818
Raffa Wealth Management
District of Columbia
$292 +$256 +5 +250%
M
819
MOTCO
Texas
$250 +$307 +6 新規
Cordant Inc
820
Cordant Inc
Oregon
$249 +$307 +6 新規
Financial Management Professionals
821
Financial Management Professionals
Texas
$209 – – –
NVWM LLC
822
NVWM LLC
Pennsylvania
$209 – – –
Trust Company
823
Trust Company
Kansas
$209 – – –
Creative Financial Designs
824
Creative Financial Designs
Indiana
$167 +$204 +4 新規
GHP Investment Advisors
825
GHP Investment Advisors
Colorado
$126 – – –