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icono de MORN

Morningstar
MORN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Private Trust Company
351
Private Trust Company
Ohio
USD 13.1 k – – –
Bradley & Co Private Wealth Management
352
Bradley & Co Private Wealth Management
Florida
USD 12.9 k – – –
Cedar Mountain Advisors
353
Cedar Mountain Advisors
Oregon
USD 12.1 k – – –
Central Trust Company
354
Central Trust Company
Missouri
USD 11.7 k – – –
Institute for Wealth Management
355
Institute for Wealth Management
Colorado
USD 11.4 k +USD 12.7 k +73 Nuevas
Pinnacle Wealth Planning Services
356
Pinnacle Wealth Planning Services
Ohio
USD 10.9 k -USD 8.17 k -47 -40%
Fortitude Family Office
357
Fortitude Family Office
Arizona
USD 10.1 k +USD 10.6 k +61 +1,525%
Quarry LP
358
Quarry LP
New York
USD 9.7 k -USD 92.6 k -533 -90%
North Star Investment Management
359
North Star Investment Management
Illinois
USD 9.7 k -USD 57.9 k -333 -84%
Quent Capital
360
Quent Capital
New York
USD 9.5 k +USD 521 +3 +5%
Clearstead Advisors
361
Clearstead Advisors
Ohio
USD 9.36 k +USD 9.04 k +52 +650%
Bell Investment Advisors
362
Bell Investment Advisors
California
USD 8.89 k -USD 1.39 k -8 -12%
Smartleaf Asset Management
363
Smartleaf Asset Management
Massachusetts
USD 8.26 k – – –
Activest Wealth Management
364
Activest Wealth Management
Florida
USD 8.11 k +USD 7.99 k +46 +767%
Cornerstone Planning Group
365
Cornerstone Planning Group
New Jersey
USD 8.02 k +USD 5.39 k +31 +182%
Buck Wealth Strategies
366
Buck Wealth Strategies
Colorado
USD 7.02 k +USD 7.82 k +45 Nuevas
Capital Advisors Ltd
367
Capital Advisors Ltd
Ohio
USD 7 k -USD 695 -4 -9%
Compass Financial Management
368
Compass Financial Management
Florida
USD 6.63 k +USD 5.91 k +34 Nuevas
Caitong International Asset Management
369
Caitong International Asset Management
Hong Kong
USD 6.4 k +USD 7.12 k +41 Nuevas
MJT & Associates Financial Advisory
370
MJT & Associates Financial Advisory
Minnesota
USD 5.3 k +USD 5.91 k +34 Nuevas
Creative Financial Designs
371
Creative Financial Designs
Indiana
USD 5.15 k -USD 869 -5 -13%
Frazier Financial Advisors
372
Frazier Financial Advisors
Ohio
USD 4.84 k – – –
TD Private Client Wealth
373
TD Private Client Wealth
New York
USD 4.84 k +USD 1.39 k +8 +35%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
USD 4.68 k -USD 3.48 k -20 -40%
CVA Family Office
375
CVA Family Office
Colorado
USD 4.37 k -USD 39.8 k -229 -89%
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