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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
APW
301
Atlantic Private Wealth
North Carolina
$3.75K
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$3.51K +$3.39K +15 New
Amundi
303
Amundi
France
$3.38K
FFA
304
Farther Finance Advisors
California
$3.28K
ADL
305
Asset Dedication LLC
California
$3K
SFG
306
Steward Financial Group
Texas
$3K +$3.84K +17 New
WTG
307
West Tower Group
Virginia
$2.81K +$2.71K +12 New
GRP
308
Global Retirement Partners
California
$2.76K
GI
309
Gradient Investments
Minnesota
$2.58K +$2.48K +11 New
CWP
310
Concord Wealth Partners
Virginia
$2.34K
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$2.34K +$2.26K +10 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$1.87K +$1.81K +8 New
SIC
313
SJS Investment Consulting
Ohio
$1.41K +$452 +2 +50%
MCM
314
Manchester Capital Management
Vermont
$1.17K -$226 -1 -17%
JFA
315
JNBA Financial Advisors
Minnesota
$1.17K
CA
316
Clearstead Advisors
Ohio
$1.17K +$1.13K +5 New
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.17K +$1.13K +5 New
T
318
TOBAM
France
$1K +$677 +3 New
HI
319
Harbour Investments
Wisconsin
$937 +$903 +4 New
EWA
320
EverSource Wealth Advisors
Alabama
$703
BAAM
321
Baker Avenue Asset Management
California
$468
GWS
322
Glassman Wealth Services
Virginia
$468
AAP
323
Arax Advisory Partners
Colorado
$235 -$677 -3 -75%
CA
324
Crewe Advisors
Utah
$235
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$234 +$226 +1 New