We are live on ! Find out more
MORN icon

Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Allworth Financial
California
$48.7K +$11.2K +38 +32%
GWM
402
Geneos Wealth Management
Colorado
$47.4K -$16.9K -57 -27%
WA
403
WPG Advisers
Maryland
$43.3K -$31.1K -105 -43%
IA
404
IFP Advisors
Florida
$43K +$29.6K +100 +270%
CA
405
Clearstead Advisors
Ohio
$33.6K +$6.51K +22 +26%
VSQM
406
V-Square Quantitative Management
Illinois
$29.2K -$15.4K -52 -36%
OCM
407
Osterweis Capital Management
California
$28.9K +$27.2K +92 New
PTC
408
Private Trust Company
Ohio
$26.4K
BCPWM
409
Bradley & Co Private Wealth Management
Florida
$26.1K
BIA
410
Bell Investment Advisors
California
$25.4K +$592 +2 +3%
Optiver Holding
411
Optiver Holding
Netherlands
$24.5K -$888 -3 -4%
NA
412
NewEdge Advisors
Louisiana
$24.3K +$296 +1 +1%
CMA
413
Cedar Mountain Advisors
Oregon
$24.1K
CTC
414
Central Trust Company
Missouri
$23.5K
BIG
415
Brooklyn Investment Group
New York
$23.2K
CAL
416
Capital Advisors Ltd
Ohio
$23K +$592 +2 +3%
HFS
417
Hughes Financial Services
Virginia
$22.6K +$1.18K +4 +5%
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$21.7K +$17.5K +59 +590%
SAM
419
Smartleaf Asset Management
Massachusetts
$19.4K -$4.74K -16 -21%
CA
420
Centerpoint Advisors
Massachusetts
$19K
LFG
421
Larson Financial Group
Missouri
$16.3K -$30.5K -103 -66%
RA
422
Rise Advisors
New York
$15.8K
FNWA
423
Financial Network Wealth Advisors
Utah
$14.4K
BI
424
Binnacle Investments
Iowa
$11.9K
WWM
425
Wolff Wiese Magana
California
$11.6K -$296 -1 -3%