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MORNのアイコン

Morningstar

名前 保有額 取引額 株数
増減
保有比率の
変化
James T. Borello
376
James T. Borello
Illinois
$4,369 -$1,738 -10 -26%
High Note Wealth
377
High Note Wealth
Minnesota
$3,901 – – –
KFP
378
Kerr Financial Planning
California
$3,867 – – –
Farmers & Merchants Investments Inc
379
Farmers & Merchants Investments Inc
Nebraska
$3,432 – – –
Manchester Capital Management
380
Manchester Capital Management
Vermont
$2,965 -$3,823 -22 -54%
Zions Bancorporation, National Association
381
Zions Bancorporation, National Association
Utah
$2,964 – – –
Fulcrum Asset Management
382
Fulcrum Asset Management
United Kingdom
$2,961 +$3,302 +19 新規
BPI
383
BFC Planning, Inc.
Iowa
$2,808 – – –
BFCFSI
384
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
$2,808 – – –
CBIZ Investment Advisory Services
385
CBIZ Investment Advisory Services
Ohio
$2,705 – – –
Atlantic Private Wealth
386
Atlantic Private Wealth
North Carolina
$2,496 – – –
Group One Trading
387
Group One Trading
Illinois
$2,340 +$2,607 +15 新規
Wolff Wiese Magana
388
Wolff Wiese Magana
California
$1,873 – – –
Planning Strategies
389
Planning Strategies
Pennsylvania
$1,872 +$2,085 +12 新規
Keating Financial Advisory Services
390
Keating Financial Advisory Services
Kansas
$1,560 -$695 -4 -29%
CoreCap Advisors
391
CoreCap Advisors
Michigan
$1,560 +$1,738 +10 新規
Dogwood Wealth Management
392
Dogwood Wealth Management
Kansas
$1,248 -$3,476 -20 -71%
Horizon Financial Services
393
Horizon Financial Services
North Carolina
$1,248 +$1,390 +8 新規
Kilter Group
394
Kilter Group
New York
$1,093 – – –
SHP Wealth Management
395
SHP Wealth Management
Massachusetts
$936 +$695 +4 +200%
WhitTier Trust Company
396
WhitTier Trust Company
Nevada
$855 – – –
JFS Wealth Advisors
397
JFS Wealth Advisors
Pennsylvania
$781 – – –
Burk Holdings
398
Burk Holdings
Oklahoma
$780 – – –
Cornerstone Financial Management
399
Cornerstone Financial Management
Massachusetts
$780 – – –
PWMG
400
Private Wealth Management Group
New Jersey
$625 -$348 -2 -33%