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Source Capital

名稱 持股 交易金額 股數
變動
持股
變動
DWM
1
DKM Wealth Management
California
US$1439萬 +US$53.2萬 +11,647 +4%
D.A. Davidson & Co
2
D.A. Davidson & Co
Montana
US$767萬 -US$10.8萬 -2,369 -1%
SFS
3
Shaker Financial Services
Virginia
US$708萬 +US$566萬 +123,761 +410%
DM
4
Diversified Management
Wisconsin
US$558萬 +US$15.2萬 +3,316 +3%
HC
5
Hara Capital
Washington
US$458萬 +US$159萬 +34,826 +54%
Morgan Stanley
6
Morgan Stanley
New York
US$418萬 +US$2.55萬 +558 +0.6%
First Trust Advisors
7
First Trust Advisors
Illinois
US$347萬 +US$4.68萬 +1,024 +1%
Mesirow Financial Investment Management
8
Mesirow Financial Investment Management
Illinois
US$347萬 +US$2,743 +60 +0.1%
Wells Fargo
9
Wells Fargo
California
US$310萬 -US$3.72萬 -814 -1%
Raymond James Financial
10
Raymond James Financial
Florida
US$267萬 -US$4.3萬 -941 -2%
Invesco
11
Invesco
Georgia
US$156萬 +US$9.28萬 +2,031 +6%
Anchor Investment Management
12
Anchor Investment Management
South Carolina
US$132萬 -US$14.7萬 -3,220 -10%
SAM
13
Smith Asset Management
Florida
US$129萬 -US$7,496 -164 -0.6%
Hennion & Walsh Asset Management
14
Hennion & Walsh Asset Management
New Jersey
US$119萬 -US$28.6萬 -6,259 -19%
US Bancorp
15
US Bancorp
Minnesota
US$114萬 – – –
Keating Financial Advisory Services
16
Keating Financial Advisory Services
Kansas
US$105萬 -US$84.5萬 -18,487 -45%
LPL Financial
17
LPL Financial
California
US$96.6萬 -US$1.31萬 -287 -1%
&Partners
18
&Partners
Tennessee
US$72.6萬 +US$4.23萬 +925 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
US$69.5萬 +US$37.9萬 +8,282 +121%
Chemistry Wealth Management
20
Chemistry Wealth Management
New York
US$65.2萬 -US$6.88萬 -1,505 -10%
Baltimore-Washington Financial Advisors
21
Baltimore-Washington Financial Advisors
Maryland
US$64.7萬 -US$4.06萬 -888 -6%
Bank of America
22
Bank of America
North Carolina
US$64.5萬 +US$4,571 +100 +0.7%
PC
23
Pecaut & Co
Iowa
US$62.5萬 +US$6,765 +148 +1%
Readystate Asset Management
24
Readystate Asset Management
Illinois
US$56.5萬 +US$56.1萬 +12,280 新
AE Wealth Management
25
AE Wealth Management
Kansas
US$54.1萬 +US$53.8萬 +11,760 新