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名前 保有額 取引額 株数
増減
保有比率の
変化
LifeSteps Financial
551
LifeSteps Financial
California
$3,978 +$4,672 +220 新規
Bartlett & Co Wealth Management
552
Bartlett & Co Wealth Management
Ohio
$3,815 +$4,481 +211 新規
Strategic Advocates
553
Strategic Advocates
Utah
$3,761 -$1.37万 -644 -76%
AIM
554
Axiom Investment Management
New York
$3,670 – – –
Silver Grove Financial Group
555
Silver Grove Financial Group
New York
$3,652 +$2,166 +102 +102%
MV Capital Management
556
MV Capital Management
Maryland
$3,635 +$1,380 +65 +48%
PlanVest Financial
557
PlanVest Financial
Maryland
$3,616 – – –
REAP Financial Group
558
REAP Financial Group
Texas
$3,616 +$4,247 +200 新規
Security National Bank of Sioux City Iowa
559
Security National Bank of Sioux City Iowa
Iowa
$3,616 +$4,247 +200 新規
Bare Financial Services
560
Bare Financial Services
Pennsylvania
$3,508 +$3,716 +175 +921%
Anchor Investment Management
561
Anchor Investment Management
South Carolina
$3,435 – – –
Continuum Advisory
562
Continuum Advisory
Idaho
$3,399 +$3,992 +188 新規
Financial Consulate
563
Financial Consulate
Maryland
$3,255 – – –
Osbon Capital Management
564
Osbon Capital Management
Massachusetts
$3,236 – – –
Darwin Wealth Management
565
Darwin Wealth Management
Florida
$3,164 – – –
MWM
566
Mascoma Wealth Management
New Hampshire
$3,146 +$3,695 +174 新規
Redwood Park Advisors
567
Redwood Park Advisors
California
$3,074 – – –
Hazlett, Burt & Watson
568
Hazlett, Burt & Watson
West Virginia
$3,000 – – –
Sachetta
569
Sachetta
Massachusetts
$2,875 +$2,251 +106 +200%
Golden State Equity Partners
570
Golden State Equity Partners
California
$2,820 -$3.06万 -1,439 -90%
Aster Capital Management
571
Aster Capital Management
United Arab Emirates
$2,622 +$3,079 +145 新規
NWMP
572
Noble Wealth Management PBC
Colorado
$2,531 – – –
Catherine Avery Investment Management
573
Catherine Avery Investment Management
Florida
$2,459 +$2,888 +136 新規
Dogwood Wealth Management
574
Dogwood Wealth Management
Kansas
$2,387 – – –
Golden State Wealth Management
575
Golden State Wealth Management
California
$2,350 – – –