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Morningstar

MORN

Market cap $8.16B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
426	CPG 426 Cornerstone Planning Group Fairfield, New Jersey	$2.79K	+$3.46K	+13	New
427	HI 427 Harbour Investments Madison, Wisconsin	$2.78K	-$5.6K	-21	-64%
428	DWM 428 Dogwood Wealth Management Lenexa, Kansas	$2.55K	-$6.66K	-25	-69%
429	FFO 429 Fortitude Family Office Scottsdale, Arizona	$2.32K	–	–	–
430	S 430 Sachetta Lynnfield, Massachusetts	$2.09K	–	–	–
431	AF 431 Advisornet Financial Minnetonka, Minnesota	$1.86K	-$1.07K	-4	-33%
432	DPW 432 DiNuzzo Private Wealth Beaver, Pennsylvania	$1.84K	–	–	–
433	MCM 433 Manchester Capital Management Manchester, Vermont	$1.39K	–	–	–
434	W 434 WealthCollab Bellevue, Washington	$1.16K	–	–	–
435	TIM 435 Tortoise Investment Management White Plains, New York	$1.16K	-$2.13K	-8	-62%
436	WTC 436 WhitTier Trust Company Reno, Nevada	$1.13K	–	–	–
437	MA 437 Montag & Associates Atlanta, Georgia	$1.06K	-$267	-1	-17%
438	AW 438 Avion Wealth The Woodlands, Texas	$1K	+$1.07K	+4	+200%
439	CH 439 Cromwell Holdings Jackson, Wyoming	$929	–	–	–
440	PWA 440 Physician Wealth Advisors Midvale, Utah	$929	+$1.07K	+4	New
441	Q1WB 441 Quest 10 Wealth Builders Fuquay-Varina, Virginia	$928	-$1.87K	-7	-64%
442	BFS 442 Bare Financial Services Gap, Pennsylvania	$696	+$533	+2	+200%
443	SIC 443 SJS Investment Consulting Sylvania, Ohio	$465	-$267	-1	-33%
444	AA 444 Addison Advisors Middlebury, Vermont	$465	–	–	–
445	RWM 445 Rialto Wealth Management Syracuse, New York	$465	–	–	–
446	EWP 446 Elevation Wealth Partners Santa Rosa, California	$465	+$533	+2	New
447	BHWM 447 Bay Harbor Wealth Management Hunt Valley, Maryland	$464	-$267	-1	-33%
448	SS 448 SBI Securities Tokyo, Japan	$464	–	–	–
449	SC 449 SouthState Corp Winter Haven, Florida	$233	-$533	-2	-67%
450	SA 450 Seneschal Advisors Tacoma, Washington	$233	+$267	+1	New

Morningstar MORN Market cap $8.16B

Morningstar

MORN

Market cap $8.16B