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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
401
Nisa Investment Advisors
Missouri
$3.04K -$8.36K -45 -71%
S
402
Sachetta
Massachusetts
$3.04K +$1.67K +9 +100%
WA
403
Whipplewood Advisors
Colorado
$3.04K +$3.34K +18 New
AW
404
Avion Wealth
Texas
$3K +$372 +2 +10%
CIAS
405
CBIZ Investment Advisory Services
Ohio
$2.71K -$1.49K -8 -33%
APW
406
Atlantic Private Wealth
North Carolina
$2.71K
CPG
407
Cornerstone Planning Group
New Jersey
$2.67K +$557 +3 +21%
Mitsubishi UFJ Asset Management
408
Mitsubishi UFJ Asset Management
Japan
$2.54K
KFAS
409
Keating Financial Advisory Services
Kansas
$2.37K +$743 +4 +40%
ADL
410
Asset Dedication LLC
California
$2.2K
WWM
411
Wolff Wiese Magana
California
$2.03K
ECM
412
Estabrook Capital Management
New York
$2.03K +$2.23K +12 New
IAIM
413
International Assets Investment Management
Florida
$1.7K -$557 -3 -23%
MAM
414
Marquette Asset Management
Minnesota
$1.69K -$372 -2 -17%
SC
415
SouthState Corp
Florida
$1.52K +$372 +2 +29%
BWL
416
Bogart Wealth LLC
Virginia
$1.52K +$929 +5 +125%
CA
417
Clearstead Advisors
Ohio
$1.35K -$12.4K -67 -89%
KG
418
Kilter Group
New York
$1.18K +$186 +1 +17%
MCM
419
MV Capital Management
Maryland
$1.18K +$1.11K +6 +600%
PWA
420
Principia Wealth Advisory
Texas
$1.18K +$557 +3 +75%
AWM
421
Activest Wealth Management
Florida
$1.07K -$9.29K -50 -89%
PWMG
422
Private Wealth Management Group
New Jersey
$1.01K -$3.16K -17 -74%
RFP
423
Root Financial Partners
California
$1.01K -$3.9K -21 -78%
WTC
424
WhitTier Trust Company
Nevada
$883
JWA
425
JFS Wealth Advisors
Pennsylvania
$846 -$3.16K -17 -77%