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Morningstar
MORN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
326
Allworth Financial
California
$35.7K +$7.1K +24 +26%
DIP
327
DT Investment Partners
Pennsylvania
$35.5K +$35.5K +120 New
CA
328
Crewe Advisors
Utah
$34.6K +$34.6K +117 New
BTI
329
Blue Trust Inc
Georgia
$34.2K +$25.2K +85 +327%
CFGS
330
Concourse Financial Group Securities
Alabama
$31.1K -$19.2K -65 -38%
GBT
331
Grove Bank & Trust
Florida
$29.6K – – –
FFA
332
Farther Finance Advisors
California
$28K +$21.3K +72 +327%
PTC
333
Private Trust Company
Ohio
$24.9K – – –
BCPWM
334
Bradley & Co Private Wealth Management
Florida
$24.6K – – –
BIA
335
Bell Investment Advisors
California
$23.4K – – –
FNWA
336
Financial Network Wealth Advisors
Utah
$23.4K +$23.4K +79 New
NA
337
NewEdge Advisors
Louisiana
$22.9K -$4.14K -14 -15%
CMA
338
Cedar Mountain Advisors
Oregon
$22.6K – – –
RA
339
Rise Advisors
New York
$22.5K – – –
CTC
340
Central Trust Company
Missouri
$22.2K – – –
CA
341
Clearstead Advisors
Ohio
$21.3K +$21.3K +72 New
CAL
342
Capital Advisors Ltd
Ohio
$21K – – –
CFD
343
Creative Financial Designs
Indiana
$18.7K – – –
CA
344
Centerpoint Advisors
Massachusetts
$18K – – –
VWM
345
Venturi Wealth Management
Texas
$17.8K +$10.7K +36 +150%
TAM
346
Tucker Asset Management
Colorado
$16.9K +$16.9K +57 New
IC
347
Innealta Capital
Texas
$15.7K +$15.7K +53 New
LC
348
Lindbrook Capital
California
$15.4K – – –
JWM
349
Janiczek Wealth Management
Colorado
$14.2K – – –
BFEC
350
Benjamin F. Edwards & Company
Missouri
$14K -$5.03K -17 -27%
12 13
14
15 16