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Preferred Bank

名稱 持股 交易金額 股數
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持股
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Essential Partners
201
Essential Partners
California
US$4,463 +US$3,457 +36 +600%
IAIM
202
International Assets Investment Management
Florida
US$4,315 – – –
Salomon & Ludwin
203
Salomon & Ludwin
Virginia
US$4,207 – – –
Valued Wealth Advisors
204
Valued Wealth Advisors
Utah
US$3,826 +US$768 +8 +29%
Quarry LP
205
Quarry LP
New York
US$3,294 +US$2,977 +31 新
Fortitude Family Office
206
Fortitude Family Office
Arizona
US$3,188 – – –
Mather Group
207
Mather Group
Illinois
US$3,188 – – –
US Bancorp
208
US Bancorp
Minnesota
US$2,975 – – –
Farther Finance Advisors
209
Farther Finance Advisors
California
US$2,653 +US$672 +7 +39%
True Wealth Design
210
True Wealth Design
Ohio
US$2,019 +US$960 +10 +111%
Horizon Investments
211
Horizon Investments
North Carolina
US$1,793 -US$1,633 -17 -50%
Jones Financial Companies
212
Jones Financial Companies
Missouri
US$1,782 +US$1,152 +12 +240%
Glen Eagle Advisors
213
Glen Eagle Advisors
New Jersey
US$1,591 – – –
Institute for Wealth Management
214
Institute for Wealth Management
Colorado
US$1,517 +US$1,344 +14 新
Kilter Group
215
Kilter Group
New York
US$1,488 – – –
Bruce G. Allen Investments
216
Bruce G. Allen Investments
Colorado
US$1,381 – – –
Keating Financial Advisory Services
217
Keating Financial Advisory Services
Kansas
US$1,063 – – –
Covestor
218
Covestor
United Kingdom
US$1,000 +US$192 +2 +40%
Wealth Enhancement Trust Services
219
Wealth Enhancement Trust Services
South Dakota
US$850 +US$768 +8 新
Farmers & Merchants Investments Inc
220
Farmers & Merchants Investments Inc
Nebraska
US$744 – – –
Larson Financial Group
221
Larson Financial Group
Missouri
US$744 – – –
Ankerstar Wealth
222
Ankerstar Wealth
Texas
US$638 – – –
Cedar Mountain Advisors
223
Cedar Mountain Advisors
Oregon
US$638 – – –
Silver Grove Financial Group
224
Silver Grove Financial Group
New York
US$425 +US$384 +4 新
Plante Moran Financial Advisors
225
Plante Moran Financial Advisors
Michigan
US$319 +US$288 +3 新