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Morningstar
MORN

Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$2.69K – – –
FGC
427
Financial Gravity Companies
Texas
$2.69K – – –
TPCW
428
TD Private Client Wealth
New York
$2.69K +$341 +1 +14%
DPW
429
DiNuzzo Private Wealth
Pennsylvania
$2.36K – – –
HI
430
Horizon Investments
North Carolina
$2.35K +$2.39K +7 New
CWC
431
Carolinas Wealth Consulting
North Carolina
$2.29K +$683 +2 +40%
HI
432
Harbour Investments
Wisconsin
$2.02K – – –
MA
433
Montag & Associates
Georgia
$1.91K – – –
FNWA
434
Financial Network Wealth Advisors
Utah
$1.68K -$25.9K -76 -94%
SIC
435
SJS Investment Consulting
Ohio
$1.68K -$341 -1 -17%
JFA
436
JNBA Financial Advisors
Minnesota
$1.68K – – –
MCM
437
Manchester Capital Management
Vermont
$1.68K – – –
W
438
WealthCollab
Washington
$1.68K – – –
AF
439
Advisornet Financial
Minnesota
$1.68K +$1.71K +5 New
HCP
440
Hexagon Capital Partners
Arkansas
$1.01K +$1.02K +3 New
LFG
441
Larson Financial Group
Missouri
$1.01K +$1.02K +3 New
AFG
442
Albion Financial Group
Utah
$674 – – –
CJ
443
Caitlin John
Michigan
$674 – – –
CIAM
444
Caitong International Asset Management
Hong Kong
$674 +$683 +2 New
HWA
445
HHM Wealth Advisors
Tennessee
$674 +$683 +2 New
PFBT
446
Parkside Financial Bank & Trust
Missouri
$337 – – –
TFM
447
TFC Financial Management
Massachusetts
$337 – – –
GFPC
448
Global Financial Private Client
Florida
$337 +$341 +1 New
PWM
449
Parkworth Wealth Management
California
$337 +$341 +1 New
WCM
450
WealthTrak Capital Management
Virginia
$337 +$341 +1 New
16 17
18
19 20