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名前 保有額 取引額 株数
増減
保有比率の
変化
Caitlin John
301
Caitlin John
Michigan
$3,184 -$29.8万 -5,221 -99%
Farmers & Merchants Investments Inc
302
Farmers & Merchants Investments Inc
Nebraska
$2,729 – – –
Brown Brothers Harriman & Co
303
Brown Brothers Harriman & Co
New York
$2,577 +$1,939 +34 新規
BPI
304
BFC Planning, Inc.
Iowa
$2,426 +$1,825 +32 新規
BFCFSI
305
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$2,426 +$1,825 +32 新規
Bare Financial Services
306
Bare Financial Services
Pennsylvania
$2,274 +$399 +7 +30%
AW
307
Avion Wealth
Texas
$2,000 – – –
Plante Moran Financial Advisors
308
Plante Moran Financial Advisors
Michigan
$1,592 +$1,197 +21 新規
Breakwater Investment Management
309
Breakwater Investment Management
Washington
$1,516 – – –
Torren Management
310
Torren Management
California
$1,364 – – –
Cornerstone Planning Group
311
Cornerstone Planning Group
New Jersey
$1,147 – – –
Gilpin Wealth Management
312
Gilpin Wealth Management
Colorado
$1,137 – – –
Bellevue Asset Management
313
Bellevue Asset Management
Washington
$1,061 +$798 +14 新規
Covestor
314
Covestor
United Kingdom
$1,000 +$570 +10 +250%
Ankerstar Wealth
315
Ankerstar Wealth
Texas
$985 – – –
Essential Partners
316
Essential Partners
California
$985 +$114 +2 +18%
DecisionPoint Financial
317
DecisionPoint Financial
Arizona
$776 – – –
Raffa Wealth Management
318
Raffa Wealth Management
District of Columbia
$758 +$570 +10 新規
Bruce G. Allen Investments
319
Bruce G. Allen Investments
Colorado
$682 – – –
Physician Wealth Advisors
320
Physician Wealth Advisors
Utah
$607 -$2,224 -39 -83%
JFS Wealth Advisors
321
JFS Wealth Advisors
Pennsylvania
$607 +$456 +8 新規
Cornerstone Financial Management
322
Cornerstone Financial Management
Massachusetts
$606 +$456 +8 新規
Abound Wealth Management
323
Abound Wealth Management
Tennessee
$455 – – –
Hughes Financial Services
324
Hughes Financial Services
Virginia
$227 +$114 +2 +200%
Davis Capital Management
325
Davis Capital Management
Florida
$227 +$171 +3 新規