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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$11.6K +$4.74K +16 +76%
AAS
427
Ameritas Advisory Services
Nebraska
$11K +$10.4K +35 New
HWM
428
Hemington Wealth Management
Virginia
$11K +$2.96K +10 +37%
DWM
429
Dogwood Wealth Management
Kansas
$10.9K +$10.7K +36 New
MAFA
430
MJT & Associates Financial Advisory
Minnesota
$10.7K
CFD
431
Creative Financial Designs
Indiana
$10.4K
HI
432
Harbour Investments
Wisconsin
$10.4K +$7.99K +27 +450%
CIAM
433
Caitong International Asset Management
Hong Kong
$10K -$106K -357 -92%
HFS
434
Hantz Financial Services
Michigan
$10K +$9.47K +32 +3,200%
FFA
435
Frazier Financial Advisors
Ohio
$9.73K
JWA
436
JFS Wealth Advisors
Pennsylvania
$7.85K
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$6.28K +$592 +2 +11%
WA
438
Whipplewood Advisors
Colorado
$5.65K -$1.48K -5 -22%
APW
439
Atlantic Private Wealth
North Carolina
$5.02K
GRP
440
Global Retirement Partners
California
$4.71K +$4.44K +15 New
Nisa Investment Advisors
441
Nisa Investment Advisors
Missouri
$4.71K -$50K -169 -92%
Mitsubishi UFJ Asset Management
442
Mitsubishi UFJ Asset Management
Japan
$4.71K
HNB
443
Huntington National Bank
Ohio
$4.71K +$888 +3 +25%
ADL
444
Asset Dedication LLC
California
$4.08K
TPCW
445
TD Private Client Wealth
New York
$4.08K -$296 -1 -7%
TIM
446
Tortoise Investment Management
New York
$4.08K +$1.18K +4 +44%
AF
447
Advisornet Financial
Minnesota
$3.77K +$1.18K +4 +50%
Q1WB
448
Quest 10 Wealth Builders
Virginia
$3.45K
FFO
449
Fortitude Family Office
Arizona
$3.14K +$2.96K +10 New
S
450
Sachetta
Massachusetts
$2.83K