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名前 保有額 取引額 株数
増減
保有比率の
変化
Caitlin John
301
Caitlin John
Michigan
$1,716 – – –
SJS Investment Consulting
302
SJS Investment Consulting
Ohio
$1,546 – – –
AssetMark Inc
303
AssetMark Inc
California
$1,545 -$1,265 -12 -57%
Farmers & Merchants Investments Inc
304
Farmers & Merchants Investments Inc
Nebraska
$1,545 – – –
Marquette Asset Management
305
Marquette Asset Management
Minnesota
$1,374 – – –
Hughes Financial Services
306
Hughes Financial Services
Virginia
$1,373 +$527 +5 +167%
Private Trust Company
307
Private Trust Company
Ohio
$1,030 – – –
Covestor
308
Covestor
United Kingdom
$1,000 -$5.08万 -482 -99%
True Wealth Design
309
True Wealth Design
Ohio
$859 -$422 -4 -44%
Ameritas Advisory Services
310
Ameritas Advisory Services
Nebraska
$858 +$527 +5 新規
Plante Moran Financial Advisors
311
Plante Moran Financial Advisors
Michigan
$858 +$527 +5 新規
CVA Family Office
312
CVA Family Office
Colorado
$687 -$105 -1 -20%
JFS Wealth Advisors
313
JFS Wealth Advisors
Pennsylvania
$687 +$316 +3 +300%
Physician Wealth Advisors
314
Physician Wealth Advisors
Utah
$687 +$422 +4 新規
Gilpin Wealth Management
315
Gilpin Wealth Management
Colorado
$515 – – –
APFP
316
Action Point Financial Planning
Michigan
$344 +$211 +2 新規
Clearstead Advisors
317
Clearstead Advisors
Ohio
$344 +$211 +2 新規
Ankerstar Wealth
318
Ankerstar Wealth
Texas
$343 -$105 -1 -33%
Cedar Mountain Advisors
319
Cedar Mountain Advisors
Oregon
$343 +$211 +2 新規
DecisionPoint Financial
320
DecisionPoint Financial
Arizona
$176 – – –
Abound Wealth Management
321
Abound Wealth Management
Tennessee
$172 +$105 +1 新規
CoreCap Advisors
322
CoreCap Advisors
Michigan
$172 +$105 +1 新規
Creative Capital Management Investments
323
Creative Capital Management Investments
California
$172 +$105 +1 新規
Davis Capital Management
324
Davis Capital Management
Florida
$172 +$105 +1 新規
LRI Investments
325
LRI Investments
Florida
$172 +$105 +1 新規