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名前 保有額 取引額 株数
増減
保有比率の
変化
MassMutual Private Wealth & Trust
351
MassMutual Private Wealth & Trust
Connecticut
$1.42万 -$296 -2 -2%
IFP Advisors
352
IFP Advisors
Florida
$1.38万 -$3.36万 -227 -70%
Central Trust Company
353
Central Trust Company
Missouri
$1.28万 -$593 -4 -4%
Truvestments Capital
354
Truvestments Capital
Florida
$1.2万 -$1,778 -12 -12%
Lodestone Wealth Management
355
Lodestone Wealth Management
Washington
$1.04万 – – –
APFP
356
Action Point Financial Planning
Michigan
$9,735 +$1.08万 +73 新規
Kelleher Financial Advisors
357
Kelleher Financial Advisors
New York
$9,171 – – –
Smithfield Trust
358
Smithfield Trust
Pennsylvania
$9,000 – – –
CVA Family Office
359
CVA Family Office
Colorado
$7,337 +$1,482 +10 +24%
Frazier Financial Advisors
360
Frazier Financial Advisors
Ohio
$6,067 – – –
SignatureFD
361
SignatureFD
Georgia
$5,785 -$593 -4 -9%
Picton Mahoney Asset Management
362
Picton Mahoney Asset Management
Ontario, Canada
$5,220 +$5,482 +37 新規
West Paces Advisors
363
West Paces Advisors
Georgia
$5,220 +$5,482 +37 新規
Capital Advisors Ltd
364
Capital Advisors Ltd
Ohio
$5,000 – – –
Parallel Advisors
365
Parallel Advisors
California
$4,656 -$6,667 -45 -58%
True Wealth Design
366
True Wealth Design
Ohio
$4,515 -$2.47万 -167 -84%
Rossby Financial
367
Rossby Financial
Florida
$4,515 +$296 +2 +7%
Farmers & Merchants Investments Inc
368
Farmers & Merchants Investments Inc
Nebraska
$4,374 – – –
Activest Wealth Management
369
Activest Wealth Management
Florida
$4,092 -$1.85万 -125 -81%
JFS Wealth Advisors
370
JFS Wealth Advisors
Pennsylvania
$4,092 +$444 +3 +12%
SEP
371
Signature Equity Partners
Ohio
$3,951 -$1.35万 -91 -76%
J. Safra Asset Management
372
J. Safra Asset Management
New York
$3,668 +$1,333 +9 +53%
Concord Wealth Partners
373
Concord Wealth Partners
Virginia
$3,386 +$3,556 +24 新規
Private Trust Company
374
Private Trust Company
Ohio
$3,245 – – –
AssetMark Inc
375
AssetMark Inc
California
$3,104 -$2,815 -19 -46%