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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
276
Janiczek Wealth Management
Colorado
$81K +$9.04K +32 +12%
SWM
277
Spire Wealth Management
Virginia
$80K -$4.52K -16 -5%
CFO
278
CVA Family Office
Colorado
$62K
IA
279
IFP Advisors
Florida
$62K +$92.4K +327 +884%
HFM
280
Harvest Fund Management
China
$61K -$74.9K -265 -54%
WWM
281
Wolff Wiese Magana
California
$61K +$848 +3 +1%
VCM
282
Versant Capital Management
Arizona
$56K
SPIA
283
Steward Partners Investment Advisory
New York
$50K +$20.9K +74 +68%
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$49K +$1.41K +5 +3%
CCM
285
Covington Capital Management
California
$48K +$14.1K +50 +40%
PHK
286
Point72 Hong Kong
Hong Kong
$47K -$122K -432 -71%
SQA
287
Simon Quick Advisors
New Jersey
$45K -$28.3K -100 -38%
ODG
288
O'Dell Group
Ohio
$45K +$46.9K +166 New
WPWM
289
Western Pacific Wealth Management
Illinois
$40K
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$39.1K
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$39K -$297K -1,050 -88%
QC
292
Quent Capital
New York
$39K
PG
293
Proffitt & Goodson
Tennessee
$37K +$38.2K +135 New
AF
294
Advisornet Financial
Minnesota
$29K -$1.41K -5 -5%
Jones Financial Companies
295
Jones Financial Companies
Missouri
$27K +$28.3K +100 New
CT
296
Cambridge Trust
Massachusetts
$24K
BCPWM
297
Bradley & Co Private Wealth Management
Florida
$23K
WT
298
Whittier Trust
California
$22K +$6.78K +24 +43%
CMA
299
Cedar Mountain Advisors
Oregon
$21K
BONH
300
Bank of New Hampshire
New Hampshire
$21K +$21.5K +76 New