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名前 保有額 取引額 株数
増減
保有比率の
変化
IAIM
526
International Assets Investment Management
Florida
$1.06万 +$9,458 +15 新規
AW
527
Avion Wealth
Texas
$1万 – – –
High Note Wealth
528
High Note Wealth
Minnesota
$9,692 – – –
Cornerstone Financial Management
529
Cornerstone Financial Management
Massachusetts
$8,201 – – –
Richardson Capital Management
530
Richardson Capital Management
Wisconsin
$8,201 – – –
BCH
531
Berkshire Capital Holdings
California
$7,456 – – –
Golden State Wealth Management
532
Golden State Wealth Management
California
$7,456 – – –
JPL Wealth Management
533
JPL Wealth Management
Colorado
$7,456 – – –
Basecamp Wealth Advisors
534
Basecamp Wealth Advisors
Washington
$7,456 +$1,892 +3 +43%
Westfuller Advisors
535
Westfuller Advisors
New York
$5,866 – – –
First Horizon Corporation
536
First Horizon Corporation
Tennessee
$5,219 +$4,414 +7 新規
National Bank of Canada
537
National Bank of Canada
Quebec, Canada
$5,105 +$4,414 +7 新規
WhitTier Trust Company
538
WhitTier Trust Company
Nevada
$4,738 -$3,153 -5 -38%
Manchester Capital Management
539
Manchester Capital Management
Vermont
$4,474 – – –
Highline Wealth Partners
540
Highline Wealth Partners
California
$4,473 – – –
Keating Financial Advisory Services
541
Keating Financial Advisory Services
Kansas
$4,473 +$1,892 +3 +100%
SHP Wealth Management
542
SHP Wealth Management
Massachusetts
$4,473 +$2,522 +4 +200%
Hughes Financial Services
543
Hughes Financial Services
Virginia
$3,728 -$1,261 -2 -29%
Clearstead Advisors
544
Clearstead Advisors
Ohio
$3,728 – – –
CIA
545
Cape Investment Advisory
Georgia
$3,728 +$3,153 +5 新規
CH
546
Cromwell Holdings
Wyoming
$3,728 +$3,153 +5 新規
True Wealth Design
547
True Wealth Design
Ohio
$2,983 -$1,892 -3 -43%
Sachetta
548
Sachetta
Massachusetts
$2,983 +$1,261 +2 +100%
Prestige Wealth Management Group
549
Prestige Wealth Management Group
New Jersey
$2,983 +$1,892 +3 +300%
Continuum Advisory
550
Continuum Advisory
Idaho
$2,982 +$2,522 +4 新規