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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
376
Concourse Financial Group Securities
Alabama
$41.3K +$4.78K +14 +13%
VWM
377
Venturi Wealth Management
Texas
$41.1K +$341 +1 +0.8%
RS
378
R Squared
Hong Kong
$40.4K +$41K +120 New
PD
379
Point72 (DIFC)
United Arab Emirates
$40K +$40.6K +119 New
MCM
380
MAI Capital Management
Ohio
$37.4K +$37.9K +111 New
AF
381
Allworth Financial
California
$36.3K +$1.37K +4 +4%
PTC
382
Private Trust Company
Ohio
$28.3K
BCPWM
383
Bradley & Co Private Wealth Management
Florida
$28K +$28.3K +83 New
BIA
384
Bell Investment Advisors
California
$26.6K
SAM
385
Smartleaf Asset Management
Massachusetts
$26.3K +$17.1K +50 +179%
NA
386
NewEdge Advisors
Louisiana
$26.1K
CMA
387
Cedar Mountain Advisors
Oregon
$25.7K
RA
388
Rise Advisors
New York
$25.7K
CTC
389
Central Trust Company
Missouri
$25.3K
CFD
390
Creative Financial Designs
Indiana
$24.6K -$3.41K -10 -12%
LC
391
Lindbrook Capital
California
$24.6K -$2.05K -6 -8%
CA
392
Clearstead Advisors
Ohio
$24.2K
CAL
393
Capital Advisors Ltd
Ohio
$24K
BTI
394
Blue Trust Inc
Georgia
$21.9K -$63.2K -185 -74%
WTC
395
WhitTier Trust Company
Nevada
$21.6K +$20.1K +59 +1,180%
CA
396
Centerpoint Advisors
Massachusetts
$21K
Jones Financial Companies
397
Jones Financial Companies
Missouri
$20.5K
GWM
398
Geneos Wealth Management
Colorado
$18.5K +$683 +2 +4%
GM
399
GeoWealth Management
Illinois
$15.5K +$683 +2 +5%
TAM
400
Tucker Asset Management
Colorado
$14.8K -$4.44K -13 -23%