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名前 保有額 取引額 株数
増減
保有比率の
変化
FFO
426
Fortitude Family Office
Arizona
$4,740 +$525 +7 +13%
Farmers & Merchants Investments Inc
427
Farmers & Merchants Investments Inc
Nebraska
$4,503 -$1,801 -24 -30%
AssetMark Inc
428
AssetMark Inc
California
$4,385 +$2,176 +29 +107%
Continuum Advisory
429
Continuum Advisory
Idaho
$4,385 +$4,202 +56 新規
ABC
430
Anchor Bay Capital
California
$4,337 +$7,579 +101 新規
KG
431
Kilter Group
New York
$4,148 +$150 +2 +4%
Zions Bancorporation, National Association
432
Zions Bancorporation, National Association
Utah
$4,148 +$150 +2 +4%
Colonial Trust
433
Colonial Trust
South Carolina
$4,018 -$2,551 -34 -39%
GFA
434
Godfrey Financial Associates
New York
$3,674 – – –
Brown Brothers Harriman & Co
435
Brown Brothers Harriman & Co
New York
$3,200 – – –
MLA
436
MB, Levis & Associates
Pennsylvania
$2,963 +$2,852 +38 新規
AW
437
Ankerstar Wealth
Texas
$2,489 – – –
RWM
438
Rialto Wealth Management
New York
$2,370 +$225 +3 +11%
CCMI
439
Creative Capital Management Investments
California
$2,370 +$2,251 +30 新規
BGAI
440
Bruce G. Allen Investments
Colorado
$2,133 -$450 -6 -18%
PWMG
441
Prestige Wealth Management Group
New Jersey
$1,896 +$1,351 +18 +300%
Plante Moran Financial Advisors
442
Plante Moran Financial Advisors
Michigan
$1,778 +$1,726 +23 新規
PWM
443
Proathlete Wealth Management
Florida
$1,777 +$1,726 +23 新規
GWM
444
Gilpin Wealth Management
Colorado
$1,541 – – –
SJS Investment Consulting
445
SJS Investment Consulting
Ohio
$1,541 – – –
SouthState Corp
446
SouthState Corp
Florida
$1,541 – – –
TWD
447
True Wealth Design
Ohio
$1,541 – – –
BHWM
448
Bay Harbor Wealth Management
Maryland
$1,185 +$225 +3 +25%
DiNuzzo Private Wealth
449
DiNuzzo Private Wealth
Pennsylvania
$1,185 +$300 +4 +36%
HIA
450
HFM Investment Advisors
New Jersey
$1,185 +$675 +9 +150%