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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
426
Physician Wealth Advisors
Utah
$846 -$2.04K -11 -69%
FNWA
427
Financial Network Wealth Advisors
Utah
$845 -$5.39K -29 -85%
CFM
428
Cornerstone Financial Management
Massachusetts
$845
BH
429
Burk Holdings
Oklahoma
$845 +$929 +5 New
ACA
430
American Capital Advisory
Idaho
$677 +$372 +2 +100%
QWM
431
Quaker Wealth Management
New Jersey
$677 +$557 +3 +300%
FFO
432
Fortitude Family Office
Arizona
$676 +$743 +4 New
SWM
433
Spire Wealth Management
Virginia
$617 +$743 +4 New
SEP
434
Signature Equity Partners
Ohio
$510
BIM
435
Breakwater Investment Management
Washington
$508 +$186 +1 +50%
RWM
436
Rialto Wealth Management
New York
$508 +$186 +1 +50%
TM
437
Torren Management
California
$507
HWP
438
Highline Wealth Partners
California
$507 +$557 +3 New
TPWA
439
Twin Peaks Wealth Advisors
California
$507 +$557 +3 New
DPW
440
DiNuzzo Private Wealth
Pennsylvania
$339 -$557 -3 -60%
RF
441
Rossby Financial
Florida
$339
SS
442
SBI Securities
Japan
$338
CH
443
Cromwell Holdings
Wyoming
$338 +$372 +2 New
SWM
444
SHP Wealth Management
Massachusetts
$338 +$372 +2 New
WETS
445
Wealth Enhancement Trust Services
South Dakota
$169
CW
446
Curio Wealth
Maryland
$169 +$186 +1 New
RWM
447
Raffa Wealth Management
District of Columbia
$169 +$186 +1 New
Two Sigma Advisers
448
Two Sigma Advisers
New York
-$77M -354,200 Closed
WA
449
Wasatch Advisors
Utah
-$73M -336,065 Closed
Norges Bank
450
Norges Bank
Norway
-$62.4M -286,994 Closed