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Morningstar

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
451
First Command Advisory Services
Texas
$2.83K – – –
TWD
452
True Wealth Design
Ohio
$2.51K +$888 +3 +60%
PA
453
Pineridge Advisors
Missouri
$2.2K – – –
DPW
454
DiNuzzo Private Wealth
Pennsylvania
$2.2K – – –
MCM
455
Manchester Capital Management
Vermont
$1.88K – – –
MA
456
Montag & Associates
Georgia
$1.78K – – –
T
457
Transce3nd
Texas
$1.57K – – –
W
458
WealthCollab
Washington
$1.57K – – –
WTC
459
WhitTier Trust Company
Nevada
$1.57K – – –
PFBT
460
Parkside Financial Bank & Trust
Missouri
$1.26K +$888 +3 +300%
CH
461
Cromwell Holdings
Wyoming
$1.26K +$1.18K +4 New
SIC
462
SJS Investment Consulting
Ohio
$942 -$592 -2 -40%
SC
463
SouthState Corp
Florida
$942 – – –
AssetMark Inc
464
AssetMark Inc
California
$942 +$888 +3 New
SC
465
Stephens Consulting
Michigan
$942 +$888 +3 New
BHWM
466
Bay Harbor Wealth Management
Maryland
$941 +$592 +2 +200%
PWA
467
Principia Wealth Advisory
Texas
$628 – – –
SS
468
SBI Securities
Japan
$628 – – –
PWM
469
Parkworth Wealth Management
California
$628 +$296 +1 +100%
AA
470
Addison Advisors
Vermont
$628 +$592 +2 New
AT
471
Arlington Trust
Alabama
$628 +$592 +2 New
HIA
472
HFM Investment Advisors
New Jersey
$628 +$592 +2 New
RWM
473
Rialto Wealth Management
New York
$628 +$592 +2 New
BFS
474
Bare Financial Services
Pennsylvania
$314 – – –
ACA
475
American Capital Advisory
Idaho
$314 +$296 +1 New