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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
KFP
376
Kerr Financial Planning
California
$3.87K
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$3.43K
MCM
378
Manchester Capital Management
Vermont
$2.96K -$3.82K -22 -54%
ZBNA
379
Zions Bancorporation, National Association
Utah
$2.96K
FAM
380
Fulcrum Asset Management
United Kingdom
$2.96K +$3.3K +19 New
CIAS
381
CBIZ Investment Advisory Services
Ohio
$2.71K
APW
382
Atlantic Private Wealth
North Carolina
$2.5K
Group One Trading
383
Group One Trading
Illinois
$2.34K +$2.61K +15 New
WWM
384
Wolff Wiese Magana
California
$1.87K
PS
385
Planning Strategies
Pennsylvania
$1.87K +$2.08K +12 New
KFAS
386
Keating Financial Advisory Services
Kansas
$1.56K -$695 -4 -29%
CA
387
CoreCap Advisors
Michigan
$1.56K +$1.74K +10 New
DWM
388
Dogwood Wealth Management
Kansas
$1.25K -$3.48K -20 -71%
HFS
389
Horizon Financial Services
North Carolina
$1.25K +$1.39K +8 New
KG
390
Kilter Group
New York
$1.09K
SWM
391
SHP Wealth Management
Massachusetts
$936 +$695 +4 +200%
WTC
392
WhitTier Trust Company
Nevada
$855
JWA
393
JFS Wealth Advisors
Pennsylvania
$781
BH
394
Burk Holdings
Oklahoma
$780
CFM
395
Cornerstone Financial Management
Massachusetts
$780
PWMG
396
Private Wealth Management Group
New Jersey
$625 -$348 -2 -33%
QWM
397
Quaker Wealth Management
New Jersey
$625
HIA
398
HFM Investment Advisors
New Jersey
$625 +$695 +4 New
RF
399
Rossby Financial
Florida
$624 +$348 +2 +100%
IAIM
400
International Assets Investment Management
Florida
$486 -$1.22K -7 -70%