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名前 保有額 取引額 株数
増減
保有比率の
変化
AW
701
Avion Wealth
Texas
$5,000 +$2,962 +14 +117%
True Wealth Design
702
True Wealth Design
Ohio
$4,927 +$2,116 +10 +71%
Clearstead Trust
703
Clearstead Trust
Maine
$4,722 – – –
Godfrey Financial Associates
704
Godfrey Financial Associates
New York
$4,722 – – –
Washington Trust Advisors
705
Washington Trust Advisors
Massachusetts
$4,538 – – –
SJS Investment Consulting
706
SJS Investment Consulting
Ohio
$4,517 – – –
Raffa Wealth Management
707
Raffa Wealth Management
District of Columbia
$4,516 +$212 +1 +5%
Creative Capital Management Investments
708
Creative Capital Management Investments
California
$4,516 +$4,655 +22 新規
Bay Harbor Wealth Management
709
Bay Harbor Wealth Management
Maryland
$4,311 +$1,058 +5 +31%
Leonteq Securities AG
710
Leonteq Securities AG
Switzerland
$4,106 -$2,539 -12 -38%
DiNuzzo Private Wealth
711
DiNuzzo Private Wealth
Pennsylvania
$4,106 – – –
Kingdom Financial Group
712
Kingdom Financial Group
Arizona
$4,106 – – –
B
713
Bayban
Minnesota
$3,901 – – –
Mather Group
714
Mather Group
Illinois
$3,901 – – –
WPG Advisers
715
WPG Advisers
Maryland
$3,695 – – –
Gleason Group
716
Gleason Group
Kentucky
$3,490 +$3,597 +17 新規
Dunhill Financial
717
Dunhill Financial
United Kingdom
$3,295 – – –
Bruce G. Allen Investments
718
Bruce G. Allen Investments
Colorado
$3,285 – – –
Wolff Wiese Magana
719
Wolff Wiese Magana
California
$3,285 – – –
Manning & Napier Advisors
720
Manning & Napier Advisors
New York
$3,092 +$3,174 +15 新規
SouthState Corp
721
SouthState Corp
Florida
$3,080 – – –
Capital Advisors Ltd
722
Capital Advisors Ltd
Ohio
$3,000 – – –
Torren Management
723
Torren Management
California
$2,669 – – –
HFM Investment Advisors
724
HFM Investment Advisors
New Jersey
$2,669 +$1,270 +6 +86%
Elevation Wealth Partners
725
Elevation Wealth Partners
California
$2,464 +$846 +4 +50%