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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
426
Huntington National Bank
Ohio
$4.56K +$217 +1 +5%
DWM
427
Dogwood Wealth Management
Kansas
$4.35K +$1.95K +9 +82%
KFP
428
Kerr Financial Planning
California
$4.21K -$217 -1 -4%
T. Rowe Price Investment Management
429
T. Rowe Price Investment Management
Maryland
$4K -$650 -3 -16%
AW
430
Avion Wealth
Texas
$4K +$3.25K +15 +250%
ZBNA
431
Zions Bancorporation, National Association
Utah
$3.91K +$3.9K +18 New
AF
432
Advisornet Financial
Minnesota
$3.69K +$1.95K +9 +113%
APW
433
Atlantic Private Wealth
North Carolina
$3.48K
PWA
434
Physician Wealth Advisors
Utah
$3.48K +$2.6K +12 +300%
Mitsubishi UFJ Asset Management
435
Mitsubishi UFJ Asset Management
Japan
$3.16K
TPCW
436
TD Private Client Wealth
New York
$3.04K +$217 +1 +8%
CPG
437
Cornerstone Planning Group
New Jersey
$2.86K +$217 +1 +8%
ADL
438
Asset Dedication LLC
California
$2.83K
IAIM
439
International Assets Investment Management
Florida
$2.83K +$2.81K +13 New
WWM
440
Wolff Wiese Magana
California
$2.61K -$5.41K -25 -68%
MAM
441
Marquette Asset Management
Minnesota
$2.61K +$2.6K +12 New
OP
442
ORG Partners
Indiana
$2.39K +$2.38K +11 New
KFAS
443
Keating Financial Advisory Services
Kansas
$2.17K +$2.17K +10 New
S
444
Sachetta
Massachusetts
$1.96K
SC
445
SouthState Corp
Florida
$1.52K +$1.3K +6 +600%
MCM
446
Manchester Capital Management
Vermont
$1.3K
KG
447
Kilter Group
New York
$1.3K +$1.3K +6 New
DPW
448
DiNuzzo Private Wealth
Pennsylvania
$1.09K -$433 -2 -29%
CFM
449
Cornerstone Financial Management
Massachusetts
$1.09K +$1.08K +5 New
CA
450
Crewe Advisors
Utah
$1.09K +$1.08K +5 New