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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Centerpoint Advisors
Massachusetts
$17K +$3.9K +18 +30%
CMA
402
Cedar Mountain Advisors
Oregon
$16.7K
CA
403
Clearstead Advisors
Ohio
$16.3K -$19.5K -90 -55%
CTC
404
Central Trust Company
Missouri
$16.3K
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$16.3K -$3.03K -14 -16%
CAL
406
Capital Advisors Ltd
Ohio
$15K
BIA
407
Bell Investment Advisors
California
$14.6K -$2.6K -12 -15%
OCM
408
Osterweis Capital Management
California
$13.9K -$3.46K -16 -20%
LFG
409
Larson Financial Group
Missouri
$13.7K +$2.17K +10 +19%
Nisa Investment Advisors
410
Nisa Investment Advisors
Missouri
$13.7K -$866 -4 -6%
EWP
411
Elevation Wealth Partners
California
$13.7K +$13.2K +61 +3,050%
AWM
412
Activest Wealth Management
Florida
$12.2K +$12.1K +56 New
PFBT
413
Parkside Financial Bank & Trust
Missouri
$7.61K -$4.76K -22 -39%
FNWA
414
Financial Network Wealth Advisors
Utah
$7.39K -$2.6K -12 -26%
AssetMark Inc
415
AssetMark Inc
California
$7.39K -$1.95K -9 -21%
SAG
416
SageView Advisory Group
California
$7.17K +$7.15K +33 New
CFD
417
Creative Financial Designs
Indiana
$7.17K
FFA
418
Frazier Financial Advisors
Ohio
$6.74K
RFP
419
Root Financial Partners
California
$5.87K -$5.63K -26 -49%
CIAS
420
CBIZ Investment Advisory Services
Ohio
$5.21K +$1.73K +8 +50%
TAM
421
Tucker Asset Management
Colorado
$5.21K +$5.2K +24 New
PWMG
422
Private Wealth Management Group
New Jersey
$5K +$4.98K +23 New
JWA
423
JFS Wealth Advisors
Pennsylvania
$4.78K -$433 -2 -8%
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$4.78K
HI
425
Harbour Investments
Wisconsin
$4.56K +$1.95K +9 +75%