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名前 保有額 取引額 株数
増減
保有比率の
変化
Colonial Trust
701
Colonial Trust
South Carolina
$5,471 – – –
High Note Wealth
702
High Note Wealth
Minnesota
$5,185 +$1,492 +18 +45%
IMA Advisory Services
703
IMA Advisory Services
Colorado
$5,185 +$1,657 +20 +53%
Rialto Wealth Management
704
Rialto Wealth Management
New York
$4,917 +$1,906 +23 +72%
DiNuzzo Private Wealth
705
DiNuzzo Private Wealth
Pennsylvania
$4,739 – – –
Creative Capital Management Investments
706
Creative Capital Management Investments
California
$4,738 +$4,392 +53 新規
Reyes Financial Architecture
707
Reyes Financial Architecture
California
$4,202 – – –
CH
708
Cromwell Holdings
Wyoming
$4,112 +$1,160 +14 +44%
James T. Borello
709
James T. Borello
Illinois
$4,023 – – –
Persistent Asset Partners
710
Persistent Asset Partners
Hong Kong
$3,755 +$3,480 +42 新規
MidFirst Bank
711
MidFirst Bank
Oklahoma
$3,576 – – –
Retirement Wealth Solutions
712
Retirement Wealth Solutions
Wisconsin
$3,576 +$497 +6 +18%
Manning & Napier Advisors
713
Manning & Napier Advisors
New York
$3,497 +$3,232 +39 新規
Spire Wealth Management
714
Spire Wealth Management
Virginia
$3,487 – – –
Bruce G. Allen Investments
715
Bruce G. Allen Investments
Colorado
$3,397 – – –
Bay Harbor Wealth Management
716
Bay Harbor Wealth Management
Maryland
$3,397 +$663 +8 +27%
Bare Financial Services
717
Bare Financial Services
Pennsylvania
$3,308 +$2,320 +28 +311%
Bogart Wealth LLC
718
Bogart Wealth LLC
Virginia
$3,218 +$994 +12 +50%
SouthState Corp
719
SouthState Corp
Florida
$2,682 – – –
Valued Wealth Advisors
720
Valued Wealth Advisors
Utah
$2,632 +$166 +2 +7%
Financial Management Professionals
721
Financial Management Professionals
Texas
$2,593 – – –
Marquette Asset Management
722
Marquette Asset Management
Minnesota
$2,504 – – –
Cornerstone Financial Management
723
Cornerstone Financial Management
Massachusetts
$2,503 – – –
SEP
724
Signature Equity Partners
Ohio
$2,407 +$166 +2 +8%
Torren Management
725
Torren Management
California
$2,405 – – –