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名前 保有額 取引額 株数
増減
保有比率の
変化
TD Private Client Wealth
351
TD Private Client Wealth
New York
$3,371 +$1,927 +9 +180%
HIW
352
Holos Integrated Wealth
Pennsylvania
$2,996 – – –
MAS
353
MPWM Advisory Solutions
Georgia
$2,680 – – –
JTBR
354
James T. Borello RIA
Illinois
$2,680 – – –
Quarry LP
355
Quarry LP
New York
$2,680 +$2,355 +11 新規
JFS Wealth Advisors
356
JFS Wealth Advisors
Pennsylvania
$2,437 +$857 +4 +67%
APFP
357
Action Point Financial Planning
Michigan
$2,437 +$2,141 +10 新規
TSMHT
358
Thurston Springer Miller Herd & Titak
Indiana
$2,436 – – –
SJS Investment Consulting
359
SJS Investment Consulting
Ohio
$2,193 -$214 -1 -10%
Bell Investment Advisors
360
Bell Investment Advisors
California
$2,193 – – –
AW
361
Avion Wealth
Texas
$2,000 -$428 -2 -15%
Farmers & Merchants Investments Inc
362
Farmers & Merchants Investments Inc
Nebraska
$1,949 – – –
Hughes Financial Services
363
Hughes Financial Services
Virginia
$1,949 +$1,285 +6 +300%
Wealth Enhancement Trust Services
364
Wealth Enhancement Trust Services
South Dakota
$1,949 +$1,713 +8 新規
SBI Securities
365
SBI Securities
Japan
$1,462 – – –
FFO
366
Fortitude Family Office
Arizona
$1,218 -$214 -1 -17%
GFA
367
Godfrey Financial Associates
New York
$1,218 – – –
FNWA
368
Financial Network Wealth Advisors
Utah
$1,003 +$857 +4 新規
Marquette Asset Management
369
Marquette Asset Management
Minnesota
$975 – – –
PWMG
370
Prestige Wealth Management Group
New Jersey
$975 – – –
CCMI
371
Creative Capital Management Investments
California
$731 +$642 +3 新規
Plante Moran Financial Advisors
372
Plante Moran Financial Advisors
Michigan
$731 +$642 +3 新規
Fulcrum Asset Management
373
Fulcrum Asset Management
United Kingdom
$491 +$428 +2 新規
PWMG
374
Private Wealth Management Group
New Jersey
$488 – – –
AW
375
Ankerstar Wealth
Texas
$487 – – –