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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Farmers & Merchants Investments Inc
426
Farmers & Merchants Investments Inc
Nebraska
$5.4K +$3.15K +10 +125%
Mather Group
427
Mather Group
Illinois
$5.1K +$5.35K +17 New
APW
428
Atlantic Private Wealth
North Carolina
$4.8K – – –
Mitsubishi UFJ Asset Management
429
Mitsubishi UFJ Asset Management
Japan
$4.5K – – –
TD Private Client Wealth
430
TD Private Client Wealth
New York
$4.2K +$1.89K +6 +75%
ADL
431
Asset Dedication LLC
California
$3.9K – – –
Huntington National Bank
432
Huntington National Bank
Ohio
$3.6K -$315 -1 -8%
Q1WB
433
Quest 10 Wealth Builders
Virginia
$3.3K +$3.46K +11 New
MassMutual Private Wealth & Trust
434
MassMutual Private Wealth & Trust
Connecticut
$3K -$3.78K -12 -55%
WPA
435
West Paces Advisors
Georgia
$3K – – –
S
436
Sachetta
Massachusetts
$2.7K – – –
TIM
437
Tortoise Investment Management
New York
$2.7K – – –
First Command Advisory Services
438
First Command Advisory Services
Texas
$2.7K +$2.83K +9 New
AF
439
Advisornet Financial
Minnesota
$2.4K +$945 +3 +60%
FGAM
440
Financial Gravity Asset Management
Texas
$2.4K +$2.52K +8 New
CWC
441
Carolinas Wealth Consulting
North Carolina
$2.25K – – –
DPW
442
DiNuzzo Private Wealth
Pennsylvania
$2.1K – – –
PA
443
Pineridge Advisors
Missouri
$2.1K +$2.2K +7 New
MCM
444
Manchester Capital Management
Vermont
$1.8K +$315 +1 +20%
Harbour Investments
445
Harbour Investments
Wisconsin
$1.8K – – –
Montag & Associates
446
Montag & Associates
Georgia
$1.7K – – –
AWM
447
Activest Wealth Management
Florida
$1.6K +$1.57K +5 New
SIC
448
SJS Investment Consulting
Ohio
$1.5K – – –
W
449
WealthCollab
Washington
$1.5K – – –
TWD
450
True Wealth Design
Ohio
$1.5K +$1.57K +5 New