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名前 保有額 取引額 株数
増減
保有比率の
変化
Institute for Wealth Management
201
Institute for Wealth Management
Colorado
$3,458 +$3,847 +339 新規
Spire Wealth Management
202
Spire Wealth Management
Virginia
$3,146 – – –
Rothschild Investment LLC
203
Rothschild Investment LLC
Illinois
$3,070 +$2,383 +210 +231%
WPG Advisers
204
WPG Advisers
Maryland
$2,213 +$533 +47 +28%
Investment Counsel Company of Nevada
205
Investment Counsel Company of Nevada
Nevada
$2,193 +$2,440 +215 新規
Quarry LP
206
Quarry LP
New York
$2,071 +$2,304 +203 新規
Central Trust Company
207
Central Trust Company
Missouri
$2,040 – – –
Gould Capital
208
Gould Capital
Washington
$2,040 – – –
Pacer Advisors
209
Pacer Advisors
Pennsylvania
$2,000 +$216 +19 +14%
AmeriFlex Group
210
AmeriFlex Group
Nevada
$1,867 +$2,077 +183 新規
Essential Partners
211
Essential Partners
California
$1,836 -$397 -35 -16%
NEWAS
212
N.E.W. Advisory Services
Wisconsin
$1,244 – – –
Cedar Mountain Advisors
213
Cedar Mountain Advisors
Oregon
$1,203 +$23 +2 +2%
Manchester Capital Management
214
Manchester Capital Management
Vermont
$1,051 – – –
Covestor
215
Covestor
United Kingdom
$1,000 +$420 +37 +247%
MassMutual Private Wealth & Trust
216
MassMutual Private Wealth & Trust
Connecticut
$928 -$1,543 -136 -60%
True Wealth Design
217
True Wealth Design
Ohio
$827 – – –
JFS Wealth Advisors
218
JFS Wealth Advisors
Pennsylvania
$786 +$874 +77 新規
Clearstead Advisors
219
Clearstead Advisors
Ohio
$735 +$817 +72 新規
Transamerica Financial Advisors
220
Transamerica Financial Advisors
Florida
$512 +$375 +33 +194%
Continuum Advisory
221
Continuum Advisory
Idaho
$265 +$295 +26 新規
Caitlin John
222
Caitlin John
Michigan
$36 -$23 -2 -40%
Hughes Financial Services
223
Hughes Financial Services
Virginia
$20 – – –
Strategic Wealth Partners
224
Strategic Wealth Partners
Ohio
$2 – – –
Arrowstreet Capital
225
Arrowstreet Capital
Massachusetts
– -$732万 -678,523 解消