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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$19K
CAL
302
Capital Advisors Ltd
Ohio
$19K
FAM
303
Fred Alger Management
New York
$18K +$18.4K +65 New
CHC
304
City Holding Co
West Virginia
$17K
C
305
Covestor
United Kingdom
$14K -$13.6K -48 -48%
LWCFA
306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
FF
307
FourThought Financial
Florida
$11K
MCC
308
Money Concepts Capital
Florida
$11K +$11.3K +40 New
CFD
309
Creative Financial Designs
Indiana
$9K
BFEC
310
Benjamin F. Edwards & Company
Missouri
$9K +$3.11K +11 +52%
TWA
311
TCI Wealth Advisors
Arizona
$8K
HNB
312
Huntington National Bank
Ohio
$7K +$283 +1 +4%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.83K
WPA
314
West Paces Advisors
Georgia
$6.28K
BWA
315
BDO Wealth Advisors
Florida
$5K
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$5K
VCM
317
Vigilant Capital Management
Maine
$5K
APA
318
American Portfolios Advisors
New York
$4.1K -$1.13K -4 -21%
ADL
319
Asset Dedication LLC
California
$4K
JWA
320
JFS Wealth Advisors
Pennsylvania
$4K +$1.41K +5 +56%
GWS
321
Glassman Wealth Services
Virginia
$4K +$2.54K +9 +225%
LC
322
Lindbrook Capital
California
$4K +$2.54K +9 +129%
CFGS
323
Concourse Financial Group Securities
Alabama
$4K +$4.52K +16 New
FHA
324
First Horizon Advisors
Tennessee
$3K -$25.4K -90 -89%
CWP
325
Concord Wealth Partners
Virginia
$3K