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名前 保有額 取引額 株数
増減
保有比率の
変化
Anchor Investment Management
551
Anchor Investment Management
South Carolina
$6,597 +$6,752 +191 新規
Rossby Financial
552
Rossby Financial
Florida
$6,563 -$9,721 -275 -59%
Prestige Wealth Management Group
553
Prestige Wealth Management Group
New Jersey
$6,108 +$247 +7 +4%
APFP
554
Action Point Financial Planning
Michigan
$6,044 +$6,257 +177 新規
Bartlett & Co Wealth Management
555
Bartlett & Co Wealth Management
Ohio
$5,630 -$141 -4 -2%
Wealth Enhancement Trust Services
556
Wealth Enhancement Trust Services
South Dakota
$5,595 +$5,727 +162 新規
Bell Investment Advisors
557
Bell Investment Advisors
California
$4,836 -$35 -1 -0.7%
Ares Financial Consulting
558
Ares Financial Consulting
California
$4,732 – – –
Highline Wealth Partners
559
Highline Wealth Partners
California
$4,628 -$3,358 -95 -41%
Paladin Partners
560
Paladin Partners
Wisconsin
$4,490 – – –
Addison Advisors
561
Addison Advisors
Vermont
$4,145 -$7,282 -206 -63%
Cedar Mountain Advisors
562
Cedar Mountain Advisors
Oregon
$4,007 – – –
J. Safra Asset Management
563
J. Safra Asset Management
New York
$3,799 – – –
West Financial Advisors
564
West Financial Advisors
Iowa
$3,642 +$35 +1 +1%
Fortitude Family Office
565
Fortitude Family Office
Arizona
$3,627 -$1,131 -32 -23%
Armstrong Advisory Group
566
Armstrong Advisory Group
Massachusetts
$3,386 +$35 +1 +1%
GW&K Investment Management
567
GW&K Investment Management
Massachusetts
$3,000 +$3,111 +88 新規
B
568
Bayban
Minnesota
$2,867 – – –
IMA Advisory Services
569
IMA Advisory Services
Colorado
$2,793 +$919 +26 +48%
HM Payson & Co
570
HM Payson & Co
Maine
$2,315 -$4.69万 -1,326 -95%
Brown, Lisle/Cummings
571
Brown, Lisle/Cummings
Rhode Island
$2,161 -$177 -5 -7%
SEP
572
Signature Equity Partners
Ohio
$2,003 +$424 +12 +26%
Bruce G. Allen Investments
573
Bruce G. Allen Investments
Colorado
$1,969 – – –
Rialto Wealth Management
574
Rialto Wealth Management
New York
$1,969 +$1,626 +46 +418%
James T. Borello
575
James T. Borello
Illinois
$1,762 +$1,697 +48 +1,600%