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Moelis & Co

名稱 持股 交易金額 股數
變動
持股
變動
HNW
351
High Note Wealth
Minnesota
US$4,252 – – –
TWD
352
True Wealth Design
Ohio
US$4,122 – – –
NBT Bank
353
NBT Bank
New York
US$4,043 +US$66 +1 +2%
Institute for Wealth Management
354
Institute for Wealth Management
Colorado
US$3,926 +US$3,934 +60 新
Horizon Investments
355
Horizon Investments
North Carolina
US$3,822 +US$3,869 +59 新
CVA Family Office
356
CVA Family Office
Colorado
US$3,140 +US$2,688 +41 +586%
JWM
357
JPL Wealth Management
Colorado
US$3,075 – – –
JFS Wealth Advisors
358
JFS Wealth Advisors
Pennsylvania
US$3,010 +US$918 +14 +44%
Farmers & Merchants Investments Inc
359
Farmers & Merchants Investments Inc
Nebraska
US$2,813 – – –
APFP
360
Action Point Financial Planning
Michigan
US$2,683 +US$2,754 +42 新
USB
361
Union Savings Bank
Connecticut
US$2,551 – – –
NEWAS
362
N.E.W. Advisory Services
Wisconsin
US$2,551 +US$2,557 +39 新
FFO
363
Fortitude Family Office
Arizona
US$2,355 +US$787 +12 +50%
Westside Investment Management
364
Westside Investment Management
California
US$1,897 – – –
RF
365
Rossby Financial
Florida
US$1,766 – – –
Ameritas Advisory Services
366
Ameritas Advisory Services
Nebraska
US$1,766 +US$1,770 +27 新
Plante Moran Financial Advisors
367
Plante Moran Financial Advisors
Michigan
US$1,701 +US$1,705 +26 新
NWMP
368
Noble Wealth Management PBC
Colorado
US$1,570 +US$1,574 +24 新
Clearstead Advisors
369
Clearstead Advisors
Ohio
US$982 +US$984 +15 新
Financial Management Professionals
370
Financial Management Professionals
Texas
US$916 – – –
AW
371
Ankerstar Wealth
Texas
US$850 – – –
North Star Investment Management
372
North Star Investment Management
Illinois
US$785 – – –
Caitong International Asset Management
373
Caitong International Asset Management
Hong Kong
US$785 +US$459 +7 +140%
CCMI
374
Creative Capital Management Investments
California
US$720 +US$721 +11 新
Hughes Financial Services
375
Hughes Financial Services
Virginia
US$654 – – –