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名稱 持股 交易金額 股數
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持股
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Valued Wealth Advisors
501
Valued Wealth Advisors
Utah
US$9,722 -US$914 -16 -8%
Westside Investment Management
502
Westside Investment Management
California
US$9,635 -US$2,855 -50 -21%
Cullen/Frost Bankers
503
Cullen/Frost Bankers
Texas
US$9,592 +US$2,569 +45 +33%
Vermillion Wealth Management
504
Vermillion Wealth Management
Minnesota
US$9,477 -US$1,028 -18 -9%
Gold Investment Management
505
Gold Investment Management
Alberta, Canada
US$9,475 +US$1.03萬 +180 新
Cornerstone Planning Group
506
Cornerstone Planning Group
New Jersey
US$9,445 +US$1,998 +35 +29%
JFS Wealth Advisors
507
JFS Wealth Advisors
Pennsylvania
US$9,320 +US$3,255 +57 +48%
Wilmington Savings Fund Society
508
Wilmington Savings Fund Society
Delaware
US$8,108 +US$8,793 +154 新
Aventura Private Wealth
509
Aventura Private Wealth
Florida
US$7,529 +US$2,113 +37 +35%
Zions Bancorporation, National Association
510
Zions Bancorporation, National Association
Utah
US$7,002 +US$1,256 +22 +20%
Dogwood Wealth Management
511
Dogwood Wealth Management
Kansas
US$6,897 – – –
True Wealth Design
512
True Wealth Design
Ohio
US$6,529 +US$1,199 +21 +20%
JPL Wealth Management
513
JPL Wealth Management
Colorado
US$6,445 – – –
RMG Wealth Management
514
RMG Wealth Management
Wisconsin
US$6,320 – – –
APFP
515
Action Point Financial Planning
Michigan
US$6,318 +US$6,909 +121 新
KAS
516
Kemnay Advisory Services
New York
US$6,160 +US$171 +3 +3%
Manchester Capital Management
517
Manchester Capital Management
Vermont
US$5,792 – – –
Evelyn Partners
518
Evelyn Partners
US$5,265 +US$5,710 +100 新
Rossby Financial
519
Rossby Financial
Florida
US$4,791 +US$2,855 +50 +122%
BFSG LLC
520
BFSG LLC
California
US$4,686 – – –
Kilter Group
521
Kilter Group
New York
US$4,055 +US$343 +6 +8%
CH
522
Cromwell Holdings
Wyoming
US$4,054 +US$1,427 +25 +48%
IMA Advisory Services
523
IMA Advisory Services
Colorado
US$4,054 +US$1,485 +26 +51%
Bare Financial Services
524
Bare Financial Services
Pennsylvania
US$3,738 – – –
Kelleher Financial Advisors
525
Kelleher Financial Advisors
New York
US$3,528 +US$3,826 +67 新