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Palomar

名稱 持股 交易金額 股數
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持股
變動
Keating Financial Advisory Services
301
Keating Financial Advisory Services
Kansas
US$3,918 -US$2,001 -17 -35%
Brown, Lisle/Cummings
302
Brown, Lisle/Cummings
Rhode Island
US$3,413 +US$1,648 +14 +108%
AssetMark Inc
303
AssetMark Inc
California
US$3,160 -US$1.26萬 -107 -81%
Parkside Financial Bank & Trust
304
Parkside Financial Bank & Trust
Missouri
US$3,034 -US$1,766 -15 -38%
JFS Wealth Advisors
305
JFS Wealth Advisors
Pennsylvania
US$3,034 +US$471 +4 +20%
Bogart Wealth LLC
306
Bogart Wealth LLC
Virginia
US$2,528 – – –
Physician Wealth Advisors
307
Physician Wealth Advisors
Utah
US$2,528 +US$1,530 +13 +186%
Westfuller Advisors
308
Westfuller Advisors
New York
US$2,148 – – –
Valued Wealth Advisors
309
Valued Wealth Advisors
Utah
US$2,023 +US$1,884 +16 新
Farmers & Merchants Investments Inc
310
Farmers & Merchants Investments Inc
Nebraska
US$1,896 – – –
Ameritas Advisory Services
311
Ameritas Advisory Services
Nebraska
US$1,769 -US$46.6萬 -3,958 -100%
Golden State Wealth Management
312
Golden State Wealth Management
California
US$1,643 – – –
Prestige Wealth Management Group
313
Prestige Wealth Management Group
New Jersey
US$1,517 +US$471 +4 +50%
CVA Family Office
314
CVA Family Office
Colorado
US$1,390 -US$824 -7 -39%
Plante Moran Financial Advisors
315
Plante Moran Financial Advisors
Michigan
US$1,390 +US$1,295 +11 新
Godfrey Financial Associates
316
Godfrey Financial Associates
New York
US$1,264 – – –
IAIM
317
International Assets Investment Management
Florida
US$1,203 -US$8.24萬 -700 -99%
Kingdom Financial Group
318
Kingdom Financial Group
Arizona
US$1,138 -US$2,355 -20 -69%
Ankerstar Wealth
319
Ankerstar Wealth
Texas
US$1,138 +US$471 +4 +80%
APFP
320
Action Point Financial Planning
Michigan
US$1,136 +US$1,177 +10 新
Fortitude Family Office
321
Fortitude Family Office
Arizona
US$1,011 -US$471 -4 -33%
Bellevue Asset Management
322
Bellevue Asset Management
Washington
US$1,011 +US$942 +8 新
PWMG
323
Private Wealth Management Group
New Jersey
US$885 – – –
True Wealth Design
324
True Wealth Design
Ohio
US$885 +US$471 +4 +133%
DiNuzzo Private Wealth
325
DiNuzzo Private Wealth
Pennsylvania
US$759 – – –