We are live on ! Find out more
MORN icon

Morningstar
MORN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
276
Allworth Financial
California
$19K -$4.99K -21 -19%
AF
277
Advisornet Financial
Minnesota
$19K – – –
BIA
278
Bell Investment Advisors
California
$18K -$713 -3 -3%
BCPWM
279
Bradley & Co Private Wealth Management
Florida
$18K – – –
PTC
280
Private Trust Company
Ohio
$18K – – –
WT
281
Whittier Trust
California
$17K – – –
BONH
282
Bank of New Hampshire
New Hampshire
$16K – – –
CMA
283
Cedar Mountain Advisors
Oregon
$16K – – –
CAL
284
Capital Advisors Ltd
Ohio
$16K +$476 +2 +3%
CHC
285
City Holding Co
West Virginia
$13K – – –
FF
286
FourThought Financial
Florida
$13K +$4.04K +17 +37%
APA
287
American Portfolios Advisors
New York
$12.5K +$10.5K +44 +293%
BBHC
288
Brown Brothers Harriman & Co
New York
$12K +$11.9K +50 +833%
EI
289
Ellevest Inc
New York
$11K -$8.32K -35 -39%
CFD
290
Creative Financial Designs
Indiana
$10K +$3.57K +15 +45%
MCC
291
Money Concepts Capital
Florida
$8K – – –
BTI
292
Blue Trust Inc
Georgia
$8K +$7.61K +32 New
BFEC
293
Benjamin F. Edwards & Company
Missouri
$7K – – –
TWA
294
TCI Wealth Advisors
Arizona
$7K +$713 +3 +11%
JWA
295
JFS Wealth Advisors
Pennsylvania
$6K +$1.9K +8 +38%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.31K – – –
LFG
297
Larson Financial Group
Missouri
$5K – – –
VCM
298
Vigilant Capital Management
Maine
$4K -$238 -1 -5%
CFGS
299
Concourse Financial Group Securities
Alabama
$3K – – –
SC
300
Schubert & Co
Texas
$3K +$1.19K +5 +50%
10 11
12
13 14