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名稱 持股 交易金額 股數
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持股
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Vega Investment Solutions
2026
Vega Investment Solutions
France
US$535萬 -US$220萬 -5,490 -28%
Redhawk Wealth Advisors
2027
Redhawk Wealth Advisors
Minnesota
US$535萬 -US$23.3萬 -581 -4%
Freedom Day Solutions
2028
Freedom Day Solutions
Texas
US$534萬 -US$6.21萬 -155 -1%
Quadcap Wealth Management
2029
Quadcap Wealth Management
Texas
US$534萬 +US$60.5萬 +1,508 +12%
Osprey Private Wealth
2030
Osprey Private Wealth
New York
US$534萬 +US$327萬 +8,159 +137%
Timber Creek Capital Management
2031
Timber Creek Capital Management
Massachusetts
US$533萬 +US$566萬 +14,117 新
RFG - Bristol Wealth Advisors
2032
RFG - Bristol Wealth Advisors
Massachusetts
US$533萬 -US$16.2萬 -405 -3%
Vertrix Wealth Management
2033
Vertrix Wealth Management
Michigan
US$533萬 -US$138萬 -3,453 -20%
Mengis Capital Management
2034
Mengis Capital Management
Oregon
US$532萬 +US$61.2萬 +1,527 +12%
PYA Waltman Capital
2035
PYA Waltman Capital
Tennessee
US$530萬 +US$97.8萬 +2,438 +21%
CH
2036
Cromwell Holdings
Wyoming
US$530萬 – – –
Integrated Quantitative Investments
2037
Integrated Quantitative Investments
Washington
US$529萬 -US$63.6萬 -1,585 -10%
Promethos Capital
2038
Promethos Capital
Massachusetts
US$529萬 -US$540萬 -13,460 -49%
Opal Capital
2039
Opal Capital
Florida
US$528萬 +US$98.5萬 +2,457 +21%
Income Insurance Ltd
2040
Income Insurance Ltd
US$528萬 +US$11.2萬 +280 +2%
FTB
2041
First Trust Bank
Bahamas
US$528萬 +US$561萬 +13,980 新
Beech Hill Advisors
2042
Beech Hill Advisors
New York
US$527萬 -US$36.9萬 -920 -6%
BSW Wealth Partners
2043
BSW Wealth Partners
Colorado
US$526萬 -US$8.18萬 -204 -1%
Vanguard National Trust
2044
Vanguard National Trust
Pennsylvania
US$526萬 -US$7.5萬 -187 -1%
Abundance Wealth Counselors
2045
Abundance Wealth Counselors
Pennsylvania
US$526萬 -US$117萬 -2,930 -17%
IMA Advisory Services
2046
IMA Advisory Services
Colorado
US$521萬 +US$150萬 +3,752 +37%
Oslo Pensjonsforsikring
2047
Oslo Pensjonsforsikring
US$519萬 +US$74.4萬 +1,855 +16%
Altman Advisors
2048
Altman Advisors
Illinois
US$519萬 -US$6.7萬 -167 -1%
Black Swift Group
2049
Black Swift Group
Colorado
US$519萬 +US$280萬 +6,986 +104%
Greenwich Wealth Management
2050
Greenwich Wealth Management
Connecticut
US$518萬 -US$71.6萬 -1,785 -12%