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Tapestry

名稱 持股 交易金額 股數
變動
持股
變動
Heritage Wealth Advisors
1001
Heritage Wealth Advisors
Virginia
US$1.08萬 – – –
EAM
1002
Eukles Asset Management
Ohio
US$9,515 – – –
APFP
1003
Action Point Financial Planning
Michigan
US$9,222 +US$9,457 +66 新
Ogorek Anthony Joseph
1004
Ogorek Anthony Joseph
New York
US$9,000 – – –
Allianz
1005
Allianz
Germany
US$8,929 +US$8,741 +61 新
Grove Bank & Trust
1006
Grove Bank & Trust
Florida
US$8,783 – – –
Rialto Wealth Management
1007
Rialto Wealth Management
New York
US$8,783 +US$1,719 +12 +25%
JPL Wealth Management
1008
JPL Wealth Management
Colorado
US$8,637 -US$2,006 -14 -19%
LRI Investments
1009
LRI Investments
Florida
US$8,197 +US$1,719 +12 +27%
Dunhill Financial
1010
Dunhill Financial
United Kingdom
US$7,627 +US$3,582 +25 +93%
Atlantic Edge Private Wealth Management
1011
Atlantic Edge Private Wealth Management
Florida
US$7,319 – – –
Oakworth Capital
1012
Oakworth Capital
Alabama
US$7,173 -US$15.6萬 -1,091 -96%
Raffa Wealth Management
1013
Raffa Wealth Management
District of Columbia
US$7,173 +US$1,719 +12 +32%
Smallwood Wealth Investment Management
1014
Smallwood Wealth Investment Management
New Jersey
US$7,172 – – –
SouthState Corp
1015
SouthState Corp
Florida
US$7,027 +US$573 +4 +9%
Summit Securities Group
1016
Summit Securities Group
New York
US$6,880 +US$2,006 +14 +42%
Sachetta
1017
Sachetta
Massachusetts
US$6,734 +US$1,146 +8 +21%
IMA Advisory Services
1018
IMA Advisory Services
Colorado
US$6,733 +US$1,863 +13 +39%
Bay Harbor Wealth Management
1019
Bay Harbor Wealth Management
Maryland
US$6,587 -US$143 -1 -2%
Hughes Financial Services
1020
Hughes Financial Services
Virginia
US$6,587 +US$1,719 +12 +36%
Cornerstone Financial Management
1021
Cornerstone Financial Management
Massachusetts
US$6,441 – – –
Cassaday & Co Wealth Management
1022
Cassaday & Co Wealth Management
Virginia
US$6,295 – – –
Mowery & Schoenfeld Wealth Management
1023
Mowery & Schoenfeld Wealth Management
Illinois
US$6,002 – – –
J. Safra Asset Management
1024
J. Safra Asset Management
New York
US$5,855 – – –
James T. Borello RIA
1025
James T. Borello RIA
Illinois
US$5,709 -US$1,003 -7 -15%