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名稱 持股 交易金額 股數
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持股
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Prosperity Bancshares
2026
Prosperity Bancshares
Texas
US$6.33萬 – – –
Carolina Wealth Advisors
2027
Carolina Wealth Advisors
South Carolina
US$6.28萬 – – –
Salomon & Ludwin
2028
Salomon & Ludwin
Virginia
US$6.27萬 +US$1.71萬 +113 +41%
Centerpoint Advisors
2029
Centerpoint Advisors
Massachusetts
US$6.1萬 -US$1.52萬 -100 -21%
First PREMIER Bank
2030
First PREMIER Bank
South Dakota
US$6.1萬 – – –
Valued Wealth Advisors
2031
Valued Wealth Advisors
Utah
US$5.99萬 – – –
Pacific Center for Financial Services
2032
Pacific Center for Financial Services
California
US$5.99萬 – – –
Creative Capital Management Investments
2033
Creative Capital Management Investments
California
US$5.97萬 +US$6,215 +41 +13%
Financial Consulate
2034
Financial Consulate
Maryland
US$5.96萬 -US$7.41萬 -489 -57%
Addison Advisors
2035
Addison Advisors
Vermont
US$5.91萬 -US$49.6萬 -3,273 -90%
Hamrick Investment Counsel
2036
Hamrick Investment Counsel
Washington
US$5.83萬 -US$16.4萬 -1,082 -75%
NAMP
2037
NorthStar Asset Management (Pennsylvania)
Pennsylvania
US$5.8萬 +US$5.09萬 +336 新
Blue Bell Private Wealth Management
2038
Blue Bell Private Wealth Management
Pennsylvania
US$5.73萬 – – –
Prestige Wealth Management Group
2039
Prestige Wealth Management Group
New Jersey
US$5.67萬 +US$1,364 +9 +3%
VSM Wealth Advisory
2040
VSM Wealth Advisory
Maryland
US$5.56萬 +US$152 +1 +0.3%
MWM
2041
Mascoma Wealth Management
New Hampshire
US$5.54萬 +US$152 +1 +0.3%
Collier Financial
2042
Collier Financial
Colorado
US$5.53萬 +US$303 +2 +0.6%
Pin Oak Investment Advisors
2043
Pin Oak Investment Advisors
Texas
US$5.5萬 – – –
Tacita Capital
2044
Tacita Capital
Ontario, Canada
US$5.49萬 – – –
Marquette Asset Management
2045
Marquette Asset Management
Minnesota
US$5.26萬 -US$1.11萬 -73 -18%
Coston McIsaac & Partners
2046
Coston McIsaac & Partners
Maine
US$5.2萬 +US$1,213 +8 +3%
Bullseye Investment Management
2047
Bullseye Investment Management
Ohio
US$5.18萬 – – –
Luminist Capital
2048
Luminist Capital
Michigan
US$5.15萬 +US$4.82萬 +318 新
Burkett Financial Services
2049
Burkett Financial Services
South Carolina
US$5.11萬 +US$152 +1 +0.3%
Perkins Coie Trust Company
2050
Perkins Coie Trust Company
Washington
US$5.02萬 – – –