|
2026
|
Private Management Group
Irvine,
California
|
US$4988萬
|
-US$1050萬
|
5
|
1.92%
|
減碼
|
|
|
2027
|
Avantax Planning Partners
Dubuque,
Iowa
|
US$4986萬
|
-US$378萬
|
7
|
1.6%
|
減碼
|
|
|
2028
|
Wilsey Asset Management
San Diego,
California
|
US$4979萬
|
-US$2.11萬
|
1
|
10.46%
|
減碼
|
|
|
2029
|
Financial Avengers
Oakland,
California
|
US$4972萬
|
+US$16萬
|
6
|
26.39%
|
增持
|
|
|
2030
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
US$4950萬
|
-US$173萬
|
5
|
15.3%
|
減碼
|
|
|
2031
|
Intellectus Partners
San Francisco,
California
|
US$4950萬
|
-US$396萬
|
9
|
13.51%
|
減碼
|
|
|
2032
|
Kercheville Advisors
San Antonio,
Texas
|
US$4944萬
|
+US$49萬
|
5
|
21.46%
|
增持
|
|
|
2033
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
US$4943萬
|
-US$13.5萬
|
6
|
8.31%
|
減碼
|
|
|
2034
|
DoubleLine ETF Adviser
Tampa,
Florida
|
US$4933萬
|
+US$2196萬
|
3
|
12.99%
|
增持
|
|
|
2035
|
Winch Advisory Services
Appleton,
Wisconsin
|
US$4923萬
|
-US$36.5萬
|
11
|
14.08%
|
減碼
|
|
|
2036
|
Orion Investment Company
St. Louis,
Missouri
|
US$4912萬
|
+US$4639萬
|
4
|
19.57%
|
新
|
|
|
2037
|
Naman Capital
Sao Paulo,
Brazil
|
US$4898萬
|
+US$443萬
|
4
|
20.77%
|
增持
|
|
|
2038
|
Renaissance Investment Group
Lenox,
Massachusetts
|
US$4896萬
|
-US$33.5萬
|
5
|
10.65%
|
減碼
|
|
|
2039
|
Chemung Canal Trust
Elmira,
New York
|
US$4893萬
|
+US$174萬
|
5
|
9.47%
|
增持
|
|
|
2040
|
Inscription Capital
Houston,
Texas
|
US$4893萬
|
-US$9.7萬
|
8
|
7.88%
|
減碼
|
|
|
2041
|
United Bank (Virginia)
Vienna,
Virginia
|
US$4892萬
|
-US$106萬
|
5
|
6.07%
|
減碼
|
|
|
2042
|
Zhang Financial
Portage,
Michigan
|
US$4891萬
|
+US$111萬
|
6
|
3.42%
|
增持
|
|
|
2043
|
City of London Investment Management
London,
United Kingdom
|
US$4880萬
|
+US$812萬
|
3
|
4.17%
|
增持
|
|
|
2044
|
McDonough Capital Management
Orlando,
Florida
|
US$4868萬
|
+US$89.3萬
|
3
|
35.42%
|
增持
|
|
|
2045
|
Two Star Manager
Miami Beach,
Florida
|
US$4867萬
|
+US$248萬
|
3
|
25.06%
|
增持
|
|
|
2046
|
|
US$4860萬
|
+US$608萬
|
8
|
3.88%
|
增持
|
|
|
2047
|
Jackson Hill Advisors
Houston,
Texas
|
US$4858萬
|
-US$153萬
|
3
|
26.65%
|
減碼
|
|
|
2048
|
Apollon Financial
Mount Pleasant,
South Carolina
|
US$4855萬
|
+US$57.4萬
|
5
|
15.71%
|
增持
|
|
|
2049
|
Alpine Associates Management
Palm Beach,
Florida
|
US$4854萬
|
+US$4480萬
|
1
|
2.32%
|
新
|
|
|
2050
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
US$4853萬
|
+US$66.8萬
|
5
|
6.26%
|
增持
|
|