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名前 保有額 取引額 株数
増減
保有比率の
変化
CFSG
801
Community Financial Services Group
Vermont
$8,009 – – –
Kelleher Financial Advisors
802
Kelleher Financial Advisors
New York
$8,004 +$2,883 +186 +58%
BFSG LLC
803
BFSG LLC
California
$7,940 -$1,379 -89 -15%
Toews Corporation
804
Toews Corporation
New Jersey
$7,940 +$7,749 +500 新規
Cornerstone Planning Group
805
Cornerstone Planning Group
New Jersey
$7,934 +$77 +5 +1%
CDKV Holdings
806
CDKV Holdings
Colorado
$7,829 – – –
KAS
807
Kemnay Advisory Services
New York
$7,765 +$449 +29 +6%
Rachor Investment Advisory Services
808
Rachor Investment Advisory Services
Michigan
$7,760 +$62 +4 +0.8%
Colonial Trust
809
Colonial Trust
South Carolina
$7,749 – – –
LifeSteps Financial
810
LifeSteps Financial
California
$7,718 +$7,532 +486 新規
AmeriFlex Group
811
AmeriFlex Group
Nevada
$7,432 +$7,253 +468 新規
Capital Analysts LLC
812
Capital Analysts LLC
Pennsylvania
$7,426 +$46 +3 +0.6%
Kimelman & Baird
813
Kimelman & Baird
New York
$7,289 – – –
Bell Investment Advisors
814
Bell Investment Advisors
California
$7,210 -$186 -12 -3%
Quantbot Technologies
815
Quantbot Technologies
New York
$7,178 -$430万 -277,368 -100%
Valued Wealth Advisors
816
Valued Wealth Advisors
Utah
$6,922 +$1,627 +105 +32%
High Note Wealth
817
High Note Wealth
Minnesota
$6,813 – – –
Vanguard National Trust
818
Vanguard National Trust
Pennsylvania
$6,622 +$372 +24 +6%
Albion Financial Group
819
Albion Financial Group
Utah
$6,575 – – –
Southern Michigan Bank & Trust
820
Southern Michigan Bank & Trust
Michigan
$6,543 – – –
Peoples Financial Services Corp
821
Peoples Financial Services Corp
Pennsylvania
$6,476 -$2,883 -186 -31%
Fourth Dimension Wealth
822
Fourth Dimension Wealth
Ohio
$6,209 – – –
Battery Global Advisors
823
Battery Global Advisors
Massachusetts
$6,130 – – –
Fortis Group Advisors
824
Fortis Group Advisors
New Jersey
$6,034 – – –
AW
825
Avion Wealth
Texas
$6,000 -$449 -29 -7%