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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
351
Jones Financial Companies
Missouri
$12.7K +$1.48K +5 +13%
WWM
352
Wolff Wiese Magana
California
$11.2K -$296 -1 -3%
HNB
353
Huntington National Bank
Ohio
$10.7K +$10.7K +36 New
FFA
354
Frazier Financial Advisors
Ohio
$9.17K
IA
355
IFP Advisors
Florida
$9.17K +$296 +1 +3%
GRP
356
Global Retirement Partners
California
$7.99K +$2.07K +7 +35%
TWP
357
Triad Wealth Partners
Kansas
$7.4K +$7.4K +25 New
FCA
358
FinTrust Capital Advisors
South Carolina
$7.1K
JWA
359
JFS Wealth Advisors
Pennsylvania
$7.1K
MIFH
360
Migdal Insurance & Financial Holdings
Israel
$7K +$7.1K +24 New
LFA
361
LGT Financial Advisors
Texas
$6.8K
SAM
362
Smartleaf Asset Management
Massachusetts
$6.77K +$5.92K +20 +667%
WB
363
Webster Bank
Connecticut
$6.51K
KWAG
364
Kiely Wealth Advisory Group
North Carolina
$6.1K
EWA
365
EverSource Wealth Advisors
Alabama
$6.04K -$1.18K -4 -17%
APW
366
Atlantic Private Wealth
North Carolina
$4.73K
Mitsubishi UFJ Asset Management
367
Mitsubishi UFJ Asset Management
Japan
$4.44K
ADL
368
Asset Dedication LLC
California
$3.85K
ATPW
369
Ashton Thomas Private Wealth
Arizona
$3.85K +$3.85K +13 New
S
370
Sachetta
Massachusetts
$3.23K -$1.48K -5 -33%
QL
371
Quarry LP
New York
$2.96K -$16.6K -56 -85%
WPA
372
West Paces Advisors
Georgia
$2.96K
TIM
373
Tortoise Investment Management
New York
$2.66K
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$2.66K +$296 +1 +13%
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$2.37K