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名前 保有額 取引額 株数
増減
保有比率の
変化
Pinnacle Wealth Planning Services
251
Pinnacle Wealth Planning Services
Ohio
$1,336 – – –
Cornerstone Planning Group
252
Cornerstone Planning Group
New Jersey
$1,265 +$900 +21 新規
Physician Wealth Advisors
253
Physician Wealth Advisors
Utah
$1,238 +$1,072 +25 新規
BFS
254
Bare Financial Services
Pennsylvania
$1,237 +$514 +12 +92%
CFM
255
Cornerstone Financial Management
Massachusetts
$1,188 +$472 +11 +85%
CVA Family Office
256
CVA Family Office
Colorado
$1,039 – – –
APW
257
Allied Private Wealth
Florida
$990 +$772 +18 新規
TBFA
258
Three Bearings Fiduciary Advisors
New Hampshire
$891 – – –
North Star Investment Management
259
North Star Investment Management
Illinois
$792 +$686 +16 新規
APFP
260
Action Point Financial Planning
Michigan
$791 +$772 +18 新規
Fulcrum Asset Management
261
Fulcrum Asset Management
United Kingdom
$760 +$643 +15 新規
JFS Wealth Advisors
262
JFS Wealth Advisors
Pennsylvania
$594 -$386 -9 -43%
Blue Trust Inc
263
Blue Trust Inc
Georgia
$594 – – –
Keating Financial Advisory Services
264
Keating Financial Advisory Services
Kansas
$495 +$43 +1 +11%
Transamerica Financial Advisors
265
Transamerica Financial Advisors
Florida
$445 +$386 +9 新規
Banque Cantonale Vaudoise
266
Banque Cantonale Vaudoise
Switzerland
$425 +$36.8万 +8,595 新規
SGFG
267
Silver Grove Financial Group
New York
$346 +$300 +7 新規
CCMI
268
Creative Capital Management Investments
California
$297 +$257 +6 新規
HIA
269
HFM Investment Advisors
New Jersey
$248 +$129 +3 +150%
Caitong International Asset Management
270
Caitong International Asset Management
Hong Kong
$247 -$472 -11 -69%
Steward Partners Investment Advisory
271
Steward Partners Investment Advisory
New York
$247 +$214 +5 新規
DiNuzzo Private Wealth
272
DiNuzzo Private Wealth
Pennsylvania
$198 – – –
Hughes Financial Services
273
Hughes Financial Services
Virginia
$198 – – –
TD Private Client Wealth
274
TD Private Client Wealth
New York
$198 – – –
BHWM
275
Bay Harbor Wealth Management
Maryland
$148 -$43 -1 -25%