|
2401
|
Family CFO
Los Altos,
California
|
US$1.06萬
|
+US$135
|
1
|
0.01%
|
增持
|
|
|
2402
|
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
|
US$1萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
2403
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
US$1萬
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
2404
|
Level Financial Advisors
East Amherst,
New York
|
US$8,000
|
US$0
|
1
|
0.01%
|
維持不變
|
|
|
2405
|
Triumph Capital Management
Denver,
Colorado
|
US$7,000
|
+US$135萬
|
1
|
0%
|
新
|
|
|
2406
|
GoalVest Advisory
New York
|
US$6,000
|
+US$4,859
|
1
|
0%
|
增持
|
|
|
2407
|
Laurel Wealth Planning
Edina,
Minnesota
|
US$6,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
2408
|
Wolff Wiese Magana
Carslbad,
California
|
US$6,000
|
+US$675
|
1
|
0%
|
增持
|
|
|
2409
|
Financial Perspectives
Minneapolis,
Minnesota
|
US$5,648
|
US$0
|
1
|
0%
|
維持不變
|
|
|
2410
|
Activest Wealth Management
Aventure,
Florida
|
US$5,000
|
+US$135
|
1
|
0%
|
增持
|
|
|
2411
|
Fortis Advisors
Wayne,
Pennsylvania
|
US$5,000
|
+US$4,454
|
1
|
0%
|
新
|
|
|
2412
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
US$5,000
|
-US$1.69萬
|
1
|
0%
|
減碼
|
|
|
2413
|
Versant Capital Management
Phoenix,
Arizona
|
US$5,000
|
+US$645
|
2
|
0%
|
增持
|
|
|
2414
|
Castleview Partners
Dallas,
Texas
|
US$4,863
|
-US$52.2萬
|
1
|
0%
|
減碼
|
|
|
2415
|
Cordant Inc
Portland,
Oregon
|
US$4,000
|
-US$6,479
|
1
|
0%
|
減碼
|
|
|
2416
|
Asset Dedication LLC
San Francisco,
California
|
US$2,000
|
-US$250萬
|
1
|
0%
|
減碼
|
|
|
2417
|
KB Financial Partners
Princeton,
New Jersey
|
US$2,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
2418
|
TFO Wealth Partners
Maumee,
Ohio
|
US$2,000
|
+US$2,025
|
1
|
0%
|
新
|
|
|
2419
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$2,000
|
+US$510
|
2
|
0%
|
新
|
|
|
2420
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
US$1,695
|
+US$1,620
|
1
|
0%
|
新
|
|
|
2421
|
WestEnd Advisors
Charlotte,
North Carolina
|
US$1,129
|
+US$1,080
|
1
|
0%
|
新
|
|
|
2422
|
Eukles Asset Management
Cincinnati,
Ohio
|
US$1,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
2423
|
USA Financial Formulas
Ada,
Michigan
|
US$1,000
|
US$0
|
1
|
0%
|
維持不變
|
|
|
2424
|
Old North State Trust
Greensboro,
North Carolina
|
US$565
|
+US$135
|
1
|
0.52%
|
增持
|
|
|
2425
|
Advent Capital Management
New York
|
US$0
|
-US$325萬
|
0
|
–
|
已平倉
|
|
