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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
376
Hughes Financial Services
Virginia
$14.4K +$372 +2 +2%
PTC
377
Private Trust Company
Ohio
$14.2K
BCPWM
378
Bradley & Co Private Wealth Management
Florida
$14K
CMA
379
Cedar Mountain Advisors
Oregon
$13K
CTC
380
Central Trust Company
Missouri
$12.7K
BIA
381
Bell Investment Advisors
California
$11K -$372 -2 -3%
QC
382
Quent Capital
New York
$9.8K -$8.73K -47 -45%
HNB
383
Huntington National Bank
Ohio
$8.96K +$5.95K +32 +152%
SAM
384
Smartleaf Asset Management
Massachusetts
$8.73K -$5.57K -30 -36%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$8.45K -$4.64K -25 -33%
CAL
386
Capital Advisors Ltd
Ohio
$8K -$4.27K -23 -33%
AA
387
Ancora Advisors
Ohio
$7.44K -$31.2K -168 -79%
MCM
388
Manchester Capital Management
Vermont
$6.93K +$6.5K +35 +583%
CFD
389
Creative Financial Designs
Indiana
$6.42K +$929 +5 +15%
AssetMark Inc
390
AssetMark Inc
California
$5.58K -$186 -1 -3%
FFA
391
Frazier Financial Advisors
Ohio
$5.24K
DWM
392
Dogwood Wealth Management
Kansas
$4.73K +$1.49K +8 +40%
KFP
393
Kerr Financial Planning
California
$4.52K +$186 +1 +4%
SIC
394
SJS Investment Consulting
Ohio
$4.23K -$45.7K -246 -91%
HNW
395
High Note Wealth
Minnesota
$4.23K +$4.64K +25 New
TPCW
396
TD Private Client Wealth
New York
$3.89K +$1.67K +9 +64%
FMII
397
Farmers & Merchants Investments Inc
Nebraska
$3.72K
FHC
398
First Horizon Corporation
Tennessee
$3.55K +$3.34K +18 +600%
BFS
399
Bare Financial Services
Pennsylvania
$3.38K +$3.72K +20 New
ZBNA
400
Zions Bancorporation, National Association
Utah
$3.21K +$186 +1 +6%