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名稱 持股 交易金額 股數
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持股
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Palacios Wealth Management
2801
Palacios Wealth Management
Florida
US$657萬 +US$4,016 +16 +0.1%
AFC
2802
AFT Forsyth & Company
Florida
US$656萬 -US$62.1萬 -2,475 -8%
Holistic Planning
2803
Holistic Planning
Texas
US$656萬 +US$46.5萬 +1,854 +7%
PIA
2804
Prakash Investment Advisors
Massachusetts
US$656萬 +US$6.28萬 +250 +0.9%
IFS
2805
Integrated Financial Solutions
Virginia
US$652萬 +US$11.5萬 +460 +2%
IMT
2806
Investment Management Trust
Massachusetts
US$651萬 +US$5.27萬 +210 +0.8%
WA1
2807
Wimmer Associates 1
California
US$651萬 +US$7.23萬 +288 +1%
Oder Investment Management
2808
Oder Investment Management
California
US$649萬 – – –
Consilium Wealth Advisory
2809
Consilium Wealth Advisory
Texas
US$649萬 -US$2.71萬 -108 -0.4%
Beacon Financial Advisory
2810
Beacon Financial Advisory
Ohio
US$648萬 +US$25萬 +995 +4%
Roberts, Glore & Co
2811
Roberts, Glore & Co
Illinois
US$648萬 +US$3,012 +12 +0%
Fourth Dimension Wealth
2812
Fourth Dimension Wealth
Ohio
US$648萬 -US$13.2萬 -526 -2%
Whalen Wealth Management
2813
Whalen Wealth Management
Nevada
US$647萬 +US$18.1萬 +723 +3%
Quad-Cities Investment Group
2814
Quad-Cities Investment Group
Iowa
US$647萬 -US$4.39萬 -175 -0.6%
Baker Tilly Wealth Management
2815
Baker Tilly Wealth Management
Wisconsin
US$646萬 +US$30.4萬 +1,210 +5%
KLCM Advisors
2816
KLCM Advisors
Wisconsin
US$646萬 -US$98.6萬 -3,929 -13%
Essex Investment Management
2817
Essex Investment Management
Massachusetts
US$645萬 -US$3.66萬 -146 -0.5%
Cary Street Partners Investment Advisory
2818
Cary Street Partners Investment Advisory
Virginia
US$644萬 +US$83.2萬 +3,314 +14%
Harber Asset Management
2819
Harber Asset Management
North Carolina
US$643萬 +US$152萬 +6,075 +29%
EFM
2820
Eley Financial Management
Vermont
US$642萬 +US$5.27萬 +210 +0.8%
CSI
2821
Cross Staff Investments
New York
US$642萬 – – –
First Commonwealth Financial Corp
2822
First Commonwealth Financial Corp
Pennsylvania
US$642萬 +US$9.14萬 +364 +1%
Primoris Wealth Advisors
2823
Primoris Wealth Advisors
Florida
US$640萬 +US$105萬 +4,175 +18%
Radnor Capital Management
2824
Radnor Capital Management
Pennsylvania
US$640萬 +US$13.6萬 +541 +2%
GHP Investment Advisors
2825
GHP Investment Advisors
Colorado
US$640萬 +US$38.4萬 +1,529 +6%