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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
351
Venturi Wealth Management
Texas
$7.4K +$864 +3 +14%
FCA
352
FinTrust Capital Advisors
South Carolina
$7.4K +$6.91K +24 New
LFA
353
LGT Financial Advisors
Texas
$7.09K
WB
354
Webster Bank
Connecticut
$6.78K +$6.34K +22 New
FFA
355
Farther Finance Advisors
California
$6.74K
EWA
356
EverSource Wealth Advisors
Alabama
$6.5K +$4.9K +17 +283%
GRP
357
Global Retirement Partners
California
$6.17K +$2.3K +8 +67%
KWAG
358
Kiely Wealth Advisory Group
North Carolina
$5.72K
Macquarie Group
359
Macquarie Group
Australia
$5K +$4.61K +16 New
APW
360
Atlantic Private Wealth
North Carolina
$4.93K
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$4.63K
AWM
362
Avior Wealth Management
Nebraska
$4.63K +$4.32K +15 New
Amundi
363
Amundi
France
$4.39K
S
364
Sachetta
Massachusetts
$4.29K
ADL
365
Asset Dedication LLC
California
$4K
MG
366
Mather Group
Illinois
$3.72K +$3.75K +13 New
WPA
367
West Paces Advisors
Georgia
$3.08K +$2.88K +10 New
TIM
368
Tortoise Investment Management
New York
$2.77K +$2.59K +9 New
FMII
369
Farmers & Merchants Investments Inc
Nebraska
$2.47K
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$2.47K +$288 +1 +14%
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$2.16K
FPB
372
First PREMIER Bank
South Dakota
$2K +$2.02K +7 New
SIC
373
SJS Investment Consulting
Ohio
$1.85K
HI
374
Harbour Investments
Wisconsin
$1.85K +$576 +2 +50%
MA
375
Montag & Associates
Georgia
$1.75K +$1.73K +6 New