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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$13.1K – – –
BCPWM
352
Bradley & Co Private Wealth Management
Florida
$12.9K – – –
CMA
353
Cedar Mountain Advisors
Oregon
$12.1K – – –
CTC
354
Central Trust Company
Missouri
$11.7K – – –
IFWM
355
Institute for Wealth Management
Colorado
$11.4K +$12.7K +73 New
PWPS
356
Pinnacle Wealth Planning Services
Ohio
$10.9K -$8.17K -47 -40%
FFO
357
Fortitude Family Office
Arizona
$10.1K +$10.6K +61 +1,525%
QL
358
Quarry LP
New York
$9.67K -$92.6K -533 -90%
NSIM
359
North Star Investment Management
Illinois
$9.67K -$57.9K -333 -84%
QC
360
Quent Capital
New York
$9.52K +$521 +3 +5%
CA
361
Clearstead Advisors
Ohio
$9.36K +$9.04K +52 +650%
BIA
362
Bell Investment Advisors
California
$8.89K -$1.39K -8 -12%
SAM
363
Smartleaf Asset Management
Massachusetts
$8.26K – – –
AWM
364
Activest Wealth Management
Florida
$8.11K +$7.99K +46 +767%
CPG
365
Cornerstone Planning Group
New Jersey
$8.02K +$5.39K +31 +182%
BWS
366
Buck Wealth Strategies
Colorado
$7.02K +$7.82K +45 New
CAL
367
Capital Advisors Ltd
Ohio
$7K -$695 -4 -9%
CFM
368
Compass Financial Management
Florida
$6.63K +$5.91K +34 New
CIAM
369
Caitong International Asset Management
Hong Kong
$6.4K +$7.13K +41 New
MAFA
370
MJT & Associates Financial Advisory
Minnesota
$5.3K +$5.91K +34 New
CFD
371
Creative Financial Designs
Indiana
$5.15K -$869 -5 -13%
FFA
372
Frazier Financial Advisors
Ohio
$4.84K – – –
TPCW
373
TD Private Client Wealth
New York
$4.84K +$1.39K +8 +35%
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
$4.68K -$3.48K -20 -40%
CFO
375
CVA Family Office
Colorado
$4.37K -$39.8K -229 -89%