我們已在上線! 進一步了解
WSFS圖示

WSFS Financial

名稱 持股 交易金額 股數
變動
持股
變動
Parallel Advisors
301
Parallel Advisors
California
US$1.93萬 – – –
BFS
302
Bare Financial Services
Pennsylvania
US$1.9萬 +US$7,454 +104 +72%
EP
303
Essential Partners
California
US$1.66萬 -US$3.43萬 -478 -69%
Steward Partners Investment Advisory
304
Steward Partners Investment Advisory
New York
US$1.57萬 +US$1.46萬 +204 新
AFC
305
Ares Financial Consulting
California
US$1.35萬 – – –
PAP
306
Persistent Asset Partners
Hong Kong
US$1.21萬 +US$1.13萬 +158 新
Private Trust Company
307
Private Trust Company
Ohio
US$1.14萬 -US$717 -10 -6%
Brown Brothers Harriman & Co
308
Brown Brothers Harriman & Co
New York
US$1.01萬 – – –
Vanguard National Trust
309
Vanguard National Trust
Pennsylvania
US$9,208 – – –
PWMG
310
Private Wealth Management Group
New Jersey
US$8,364 – – –
Keating Financial Advisory Services
311
Keating Financial Advisory Services
Kansas
US$8,210 +US$72 +1 +0.9%
Fulcrum Asset Management
312
Fulcrum Asset Management
United Kingdom
US$7,823 +US$7,311 +102 新
CVA Family Office
313
CVA Family Office
Colorado
US$7,443 +US$932 +13 +15%
RF
314
Rossby Financial
Florida
US$7,136 – – –
APFP
315
Action Point Financial Planning
Michigan
US$6,369 +US$6,164 +86 新
SJS Investment Consulting
316
SJS Investment Consulting
Ohio
US$6,292 +US$4,587 +64 +356%
WA
317
WPG Advisers
Maryland
US$5,831 +US$932 +13 +21%
Picton Mahoney Asset Management
318
Picton Mahoney Asset Management
Ontario, Canada
US$5,371 +US$5,017 +70 新
FFO
319
Fortitude Family Office
Arizona
US$4,297 +US$143 +2 +4%
Harbour Investments
320
Harbour Investments
Wisconsin
US$4,289 +US$72 +1 +2%
JFS Wealth Advisors
321
JFS Wealth Advisors
Pennsylvania
US$4,067 +US$430 +6 +13%
RWM
322
Rialto Wealth Management
New York
US$2,993 +US$1,003 +14 +56%
BWA
323
Basecamp Wealth Advisors
Washington
US$2,992 +US$788 +11 +39%
NEWAS
324
N.E.W. Advisory Services
Wisconsin
US$2,762 – – –
MassMutual Private Wealth & Trust
325
MassMutual Private Wealth & Trust
Connecticut
US$2,532 – – –