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DNP Select Income Fund

名稱 持股 交易金額 股數
變動
持股
變動
Basepoint Wealth
201
Basepoint Wealth
Iowa
US$15.9萬 +US$1.05萬 +985 +7%
Fruth Investment Management
202
Fruth Investment Management
Texas
US$15.8萬 – – –
MA
203
Mutual Advisors
Nebraska
US$15.8萬 +US$2,134 +200 +1%
Coldstream Capital Management
204
Coldstream Capital Management
Washington
US$15.4萬 +US$299 +28 +0.2%
EP Wealth Advisors
205
EP Wealth Advisors
California
US$15.3萬 +US$15.2萬 +14,212 新
Level Four Advisory Services
206
Level Four Advisory Services
Texas
US$15.3萬 – – –
Legacy Financial Independent Advisors
207
Legacy Financial Independent Advisors
Kentucky
US$15.3萬 -US$5,335 -500 -3%
ASG
208
Advisory Solutions Group
Minnesota
US$15.1萬 +US$14.9萬 +13,990 新
OneAscent Financial Services
209
OneAscent Financial Services
Alabama
US$15萬 +US$2,123 +199 +1%
Western Wealth Management
210
Western Wealth Management
Colorado
US$15萬 – – –
Essex Financial Services
211
Essex Financial Services
Connecticut
US$14.8萬 +US$555 +52 +0.4%
UMB Bank
212
UMB Bank
Missouri
US$14.6萬 +US$1.07萬 +1,000 +8%
Winebrenner Capital Management
213
Winebrenner Capital Management
Kentucky
US$14.4萬 -US$5.55萬 -5,204 -28%
FAG
214
Fortitude Advisory Group
Washington
US$14.3萬 – – –
SYM Financial Corp
215
SYM Financial Corp
Indiana
US$14.2萬 +US$1,686 +158 +1%
Stonebridge Financial Group
216
Stonebridge Financial Group
California
US$13.9萬 +US$13.7萬 +12,844 新
MWM
217
Mascoma Wealth Management
New Hampshire
US$13.8萬 – – –
Convergence Financial
218
Convergence Financial
Missouri
US$13.8萬 +US$13.6萬 +12,746 新
Two Sigma Securities
219
Two Sigma Securities
New York
US$13.4萬 -US$1,323 -124 -1%
Avantax Planning Partners
220
Avantax Planning Partners
Iowa
US$13.4萬 -US$203 -19 -0.2%
RetireMitten Financial
221
RetireMitten Financial
Michigan
US$13.3萬 +US$7.84萬 +7,350 +147%
EDMP Inc
222
EDMP Inc
Florida
US$13.2萬 – – –
Vermillion Wealth Management
223
Vermillion Wealth Management
Minnesota
US$13.2萬 – – –
Diversify Wealth Management
224
Diversify Wealth Management
Utah
US$12.8萬 – – –
Diversify Advisory Services
225
Diversify Advisory Services
Utah
US$12.8萬 +US$12.5萬 +11,679 新