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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
326
JFS Wealth Advisors
Pennsylvania
$7.44K +$782 +3 +13%
LFA
327
LGT Financial Advisors
Texas
$6.58K -$261 -1 -4%
LFG
328
Larson Financial Group
Missouri
$6.58K
FFA
329
Farther Finance Advisors
California
$6.3K +$2.08K +8 +57%
VWM
330
Venturi Wealth Management
Texas
$6.01K +$261 +1 +5%
KWAG
331
Kiely Wealth Advisory Group
North Carolina
$5.55K +$5.21K +20 New
WTG
332
West Tower Group
Virginia
$5.44K +$1.82K +7 +58%
SWS
333
SYSTM Wealth Solutions
Illinois
$4.87K -$557K -2,137 -99%
APW
334
Atlantic Private Wealth
North Carolina
$4.58K
S
335
Sachetta
Massachusetts
$4.29K +$3.91K +15 New
Amundi
336
Amundi
France
$4.12K
Mitsubishi UFJ Asset Management
337
Mitsubishi UFJ Asset Management
Japan
$4.09K
ADL
338
Asset Dedication LLC
California
$4K
GRP
339
Global Retirement Partners
California
$3.3K
GI
340
Gradient Investments
Minnesota
$3.15K
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$2.29K +$782 +3 +60%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$2K -$261 -1 -13%
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$2K +$1.82K +7 New
SIC
344
SJS Investment Consulting
Ohio
$1.72K
EWA
345
EverSource Wealth Advisors
Alabama
$1.72K +$782 +3 +100%
JFA
346
JNBA Financial Advisors
Minnesota
$1.43K
MCM
347
Manchester Capital Management
Vermont
$1.43K
W
348
WealthCollab
Washington
$1.43K +$1.3K +5 New
HI
349
Harbour Investments
Wisconsin
$1.15K
AAP
350
Arax Advisory Partners
Colorado
$859 +$521 +2 +200%