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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
BF
351
BOK Financial
Oklahoma
$56.8K +$2.04K +11 +3%
SCM
352
Sterling Capital Management
North Carolina
$56.5K -$38.1K -205 -38%
FFA
353
Farther Finance Advisors
California
$54.5K -$76.5K -412 -56%
RIL
354
Rothschild Investment LLC
Illinois
$46.8K -$66K -355 -56%
CFO
355
CVA Family Office
Colorado
$43.4K +$5.02K +27 +12%
BTI
356
Blue Trust Inc
Georgia
$40.4K -$186 -1 -0.4%
IA
357
IFP Advisors
Florida
$36.7K -$64.3K -346 -61%
Mirae Asset Global ETFs Holdings
358
Mirae Asset Global ETFs Holdings
Hong Kong
$34.7K -$7.43K -40 -16%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$34.1K +$4.64K +25 +14%
C
360
Covestor
United Kingdom
$34K -$21.9K -118 -37%
AUB
361
Atlantic Union Bankshares
Virginia
$33.8K
ERSOT
362
Employees Retirement System of Texas
Texas
$31K
WA
363
WPG Advisers
Maryland
$30.6K -$743 -4 -2%
VSQM
364
V-Square Quantitative Management
Illinois
$30.4K +$3.72K +20 +13%
ANBT
365
American National Bank & Trust
Texas
$28.7K
CCWM
366
Cassaday & Co Wealth Management
Virginia
$26.2K +$28.8K +155 New
EWP
367
Elevation Wealth Partners
California
$25.5K +$16.3K +88 +140%
TFA
368
Transamerica Financial Advisors
Florida
$24.6K +$7.99K +43 +42%
TSMHT
369
Thurston Springer Miller Herd & Titak
Indiana
$19.9K +$372 +2 +2%
PWPS
370
Pinnacle Wealth Planning Services
Ohio
$19.8K +$186 +1 +0.9%
CA
371
Centerpoint Advisors
Massachusetts
$18K +$5.57K +30 +38%
TWD
372
True Wealth Design
Ohio
$16.4K -$13.9K -75 -44%
SL
373
Salomon & Ludwin
Virginia
$16.3K +$17.5K +94 New
OCWP
374
Owl Creek Wealth Partners
Colorado
$16.1K +$17.6K +95 New
PFBT
375
Parkside Financial Bank & Trust
Missouri
$15.7K +$10.8K +58 +166%