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Fundrise Innovation Fund

名稱 持股 交易金額 股數
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持股
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IAIM
26
International Assets Investment Management
Florida
US$2.45萬 +US$4萬 +280 新
BCM
27
Berbice Capital Management
New York
US$2.25萬 +US$3.72萬 +260 新
PP
28
PFS Partners
New Jersey
US$1.94萬 +US$3.22萬 +225 新
Ancora Advisors
29
Ancora Advisors
Ohio
US$1.72萬 +US$2.84萬 +199 新
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
US$1.3萬 +US$2.14萬 +150 新
Steward Partners Investment Advisory
31
Steward Partners Investment Advisory
New York
US$1.17萬 +US$1.93萬 +135 新
IFP Advisors
32
IFP Advisors
Florida
US$9,767 +US$1.6萬 +112 +11,200%
Morgan Stanley
33
Morgan Stanley
New York
US$9,248 +US$1,000 +7 +7%
Crewe Advisors
34
Crewe Advisors
Utah
US$8,643 – – –
JTBR
35
James T. Borello RIA
Illinois
US$8,643 +US$1.43萬 +100 新
MSFP
36
Mark Sheptoff Financial Planning
Connecticut
US$6,482 +US$1.07萬 +75 新
Harbour Investments
37
Harbour Investments
Wisconsin
US$5,964 +US$9,861 +69 新
WCM
38
Winthrop Capital Management
Indiana
US$5,000 +US$8,432 +59 新
Parallel Advisors
39
Parallel Advisors
California
US$4,296 +US$7,002 +49 新
SA
40
Seneschal Advisors
Washington
US$3,458 +US$5,716 +40 新
Atlantic Union Bankshares
41
Atlantic Union Bankshares
Virginia
US$3,112 +US$5,145 +36 新
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
US$3,010 – – –
NewEdge Advisors
43
NewEdge Advisors
Louisiana
US$1,987 -US$143 -1 -4%
EverSource Wealth Advisors
44
EverSource Wealth Advisors
Alabama
US$1,901 +US$3,144 +22 新
TSMHT
45
Thurston Springer Miller Herd & Titak
Indiana
US$1,296 +US$2,144 +15 新
TD Waterhouse Canada
46
TD Waterhouse Canada
Ontario, Canada
US$1,125 +US$1,858 +13 新
Global Retirement Partners
47
Global Retirement Partners
California
US$1,124 +US$1,858 +13 新
Larson Financial Group
48
Larson Financial Group
Missouri
US$864 +US$1,429 +10 新
Golden State Wealth Management
49
Golden State Wealth Management
California
US$259 +US$429 +3 新
Salomon & Ludwin
50
Salomon & Ludwin
Virginia
US$175 – – –