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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
376
High Note Wealth
Minnesota
$3.9K – – –
KFP
377
Kerr Financial Planning
California
$3.87K – – –
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$3.43K – – –
MCM
379
Manchester Capital Management
Vermont
$2.96K -$3.82K -22 -54%
ZBNA
380
Zions Bancorporation, National Association
Utah
$2.96K – – –
FAM
381
Fulcrum Asset Management
United Kingdom
$2.96K +$3.3K +19 New
CIAS
382
CBIZ Investment Advisory Services
Ohio
$2.71K – – –
APW
383
Atlantic Private Wealth
North Carolina
$2.5K – – –
Group One Trading
384
Group One Trading
Illinois
$2.34K +$2.61K +15 New
WWM
385
Wolff Wiese Magana
California
$1.87K – – –
PS
386
Planning Strategies
Pennsylvania
$1.87K +$2.08K +12 New
KFAS
387
Keating Financial Advisory Services
Kansas
$1.56K -$695 -4 -29%
CA
388
CoreCap Advisors
Michigan
$1.56K +$1.74K +10 New
DWM
389
Dogwood Wealth Management
Kansas
$1.25K -$3.48K -20 -71%
HFS
390
Horizon Financial Services
North Carolina
$1.25K +$1.39K +8 New
KG
391
Kilter Group
New York
$1.09K – – –
SWM
392
SHP Wealth Management
Massachusetts
$936 +$695 +4 +200%
WTC
393
WhitTier Trust Company
Nevada
$855 – – –
JWA
394
JFS Wealth Advisors
Pennsylvania
$781 – – –
BH
395
Burk Holdings
Oklahoma
$780 – – –
CFM
396
Cornerstone Financial Management
Massachusetts
$780 – – –
PWMG
397
Private Wealth Management Group
New Jersey
$625 -$348 -2 -33%
QWM
398
Quaker Wealth Management
New Jersey
$625 – – –
HIA
399
HFM Investment Advisors
New Jersey
$625 +$695 +4 New
RF
400
Rossby Financial
Florida
$624 +$348 +2 +100%