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名稱 持股 交易金額 股數
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持股
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Equitable Holdings
1
Equitable Holdings
New York
US$1572萬 +US$532萬 +213,277 +52%
Bank of New York Mellon
2
Bank of New York Mellon
New York
US$1359萬 +US$13.2萬 +5,272 +1%
GAG
3
Goodman Advisory Group
Massachusetts
US$750萬 +US$56.4萬 +22,589 +8%
Hennion & Walsh Asset Management
4
Hennion & Walsh Asset Management
New Jersey
US$574萬 +US$38.8萬 +15,536 +7%
EPW
5
Evergreen Private Wealth
Colorado
US$533萬 +US$4.12萬 +1,650 +0.8%
McAdam LLC
6
McAdam LLC
Pennsylvania
US$415萬 +US$12.9萬 +5,170 +3%
MWM
7
MY Wealth Management
Maryland
US$353萬 +US$348萬 +139,666 新
OneDigital Investment Advisors
8
OneDigital Investment Advisors
Kansas
US$337萬 +US$5.89萬 +2,361 +2%
Stifel Financial
9
Stifel Financial
Missouri
US$332萬 +US$327萬 +131,150 新
Morgan Stanley
10
Morgan Stanley
New York
US$319萬 +US$84.7萬 +33,967 +37%
LPL Financial
11
LPL Financial
California
US$286萬 +US$19.8萬 +7,949 +8%
Bank of America
12
Bank of America
North Carolina
US$269萬 -US$11.2萬 -4,484 -4%
Ameriprise
13
Ameriprise
Minnesota
US$250萬 +US$65.9萬 +26,420 +37%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
US$238萬 +US$5.93萬 +2,378 +3%
Benjamin Edwards Inc
15
Benjamin Edwards Inc
Missouri
US$214萬 +US$211萬 +84,491 新
Proactive Wealth Strategies
16
Proactive Wealth Strategies
Georgia
US$203萬 -US$32.4萬 -12,973 -14%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
US$202萬 +US$5.97萬 +2,394 +3%
Confluence Investment Management
18
Confluence Investment Management
Missouri
US$182萬 +US$180萬 +72,103 新
Columbus Macro
19
Columbus Macro
Pennsylvania
US$148萬 +US$11.9萬 +4,789 +9%
Stratos Wealth Partners
20
Stratos Wealth Partners
Ohio
US$145萬 -US$2.98萬 -1,193 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
US$143萬 +US$33.5萬 +13,425 +31%
AE Wealth Management
22
AE Wealth Management
Kansas
US$126萬 -US$64.1萬 -25,696 -34%
Raymond James Financial
23
Raymond James Financial
Florida
US$118萬 +US$69萬 +27,651 +146%
Jacobson & Schmitt Advisors
24
Jacobson & Schmitt Advisors
Wisconsin
US$117萬 -US$4.03萬 -1,614 -3%
FWA
25
FOCUS Wealth Advisors
Texas
US$111萬 +US$2,345 +94 +0.2%