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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
401
Simplex Trading
Illinois
$13K +$16K +60 New
LFG
402
Larson Financial Group
Missouri
$12.3K +$267 +1 +2%
RFP
403
Root Financial Partners
California
$12.3K +$14.1K +53 New
RA
404
Rise Advisors
New York
$11.7K +$267 +1 +2%
Optiver Holding
405
Optiver Holding
Netherlands
$10.7K -$8.53K -32 -41%
FNWA
406
Financial Network Wealth Advisors
Utah
$10.7K
AssetMark Inc
407
AssetMark Inc
California
$9.98K +$10.7K +40 +1,333%
BI
408
Binnacle Investments
Iowa
$8.82K
WWM
409
Wolff Wiese Magana
California
$8.59K
AAS
410
Ameritas Advisory Services
Nebraska
$8.16K
CFD
411
Creative Financial Designs
Indiana
$7.66K
FFA
412
Frazier Financial Advisors
Ohio
$7.19K
WANY
413
Wealthspire Advisors (New York)
New York
$6.26K +$7.2K +27 New
JWA
414
JFS Wealth Advisors
Pennsylvania
$5.57K -$267 -1 -4%
KFP
415
Kerr Financial Planning
California
$5.17K +$6.66K +25 New
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$5.1K +$533 +2 +10%
T. Rowe Price Investment Management
417
T. Rowe Price Investment Management
Maryland
$5K +$5.07K +19 New
HNB
418
Huntington National Bank
Ohio
$4.64K +$1.33K +5 +33%
HWM
419
Hemington Wealth Management
Virginia
$4K -$5.07K -19 -51%
APW
420
Atlantic Private Wealth
North Carolina
$3.71K
CIAS
421
CBIZ Investment Advisory Services
Ohio
$3.71K +$4K +15 +1,500%
Mitsubishi UFJ Asset Management
422
Mitsubishi UFJ Asset Management
Japan
$3.48K
ADL
423
Asset Dedication LLC
California
$3.02K
GRP
424
Global Retirement Partners
California
$3.02K -$533 -2 -13%
TPCW
425
TD Private Client Wealth
New York
$3.02K