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名前 保有額 取引額 株数
増減
保有比率の
変化
JWM
601
JPL Wealth Management
Colorado
$5,011 -$446 -5 -9%
Kelleher Financial Advisors
602
Kelleher Financial Advisors
New York
$5,011 +$4,371 +49 新規
AG
603
AmeriFlex Group
Nevada
$5,010 +$4,371 +49 新規
DiNuzzo Private Wealth
604
DiNuzzo Private Wealth
Pennsylvania
$4,908 – – –
Harbor Investment Advisory
605
Harbor Investment Advisory
Maryland
$4,806 -$1,695 -19 -29%
Provenance Wealth Advisors
606
Provenance Wealth Advisors
Florida
$4,806 – – –
Ritter Daniher Financial Advisory
607
Ritter Daniher Financial Advisory
Ohio
$4,704 – – –
North Star Investment Management
608
North Star Investment Management
Illinois
$4,601 -$89 -1 -2%
JTBR
609
James T. Borello RIA
Illinois
$4,499 +$2,141 +24 +120%
Cornerstone Planning Group
610
Cornerstone Planning Group
New Jersey
$4,419 +$2,944 +33 +254%
Salomon & Ludwin
611
Salomon & Ludwin
Virginia
$4,280 – – –
BHWM
612
Bay Harbor Wealth Management
Maryland
$4,192 +$357 +4 +11%
IFG Advisory
613
IFG Advisory
Georgia
$4,090 +$3,568 +40 新規
Meeder Asset Management
614
Meeder Asset Management
Ohio
$3,886 -$1.21万 -136 -78%
First Command Advisory Services
615
First Command Advisory Services
Texas
$3,886 -$1,873 -21 -36%
SouthState Corp
616
SouthState Corp
Florida
$3,886 +$1,070 +12 +46%
TM
617
Torren Management
California
$3,681 – – –
JNBA Financial Advisors
618
JNBA Financial Advisors
Minnesota
$3,579 +$714 +8 +30%
Trifecta Capital Advisors
619
Trifecta Capital Advisors
Illinois
$3,579 +$3,122 +35 新規
SIM
620
Synergy Investment Management
Florida
$3,480 +$3,033 +34 新規
SEP
621
Signature Equity Partners
Ohio
$3,374 +$89 +1 +3%
PWMG
622
Private Wealth Management Group
New Jersey
$3,272 – – –
KG
623
Kilter Group
New York
$3,068 -$803 -9 -23%
AW
624
Avion Wealth
Texas
$3,000 +$1,963 +22 +157%
CKW Financial Group
625
CKW Financial Group
Hawaii
$3,000 +$2,319 +26 新規