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Morningstar
MORN
MORN
205.53
USD
+1.23
0.6%
At close
Updated
Oct 13, 11:26 AM EDT
Pre-market
After hours
1 day
0.6%
5 days
4.89%
1 month
1.93%
3 months
18.43%
6 months
16.5%
Year to date
-2.32%
1 year
-9.05%
5 years
-23.32%
10 years
172.84%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 501 |
RFP
501
Root Financial Partners
Encinitas,
California
| – | -$1.01K | -6 | Closed |
|
| 502 |
FNWA
502
Financial Network Wealth Advisors
Murray,
Utah
| – | -$845 | -5 | Closed |
|
| 503 |
PWA
503
Physician Wealth Advisors
Midvale,
Utah
| – | -$846 | -5 | Closed |
|
| 504 |
SWM
504
Spire Wealth Management
Mclean,
Virginia
| – | -$617 | -4 | Closed |
|
| 505 |
HWP
505
Highline Wealth Partners
Sherman Oaks,
California
| – | -$507 | -3 | Closed |
|
| 506 |
RWM
506
Rialto Wealth Management
Syracuse,
New York
| – | -$508 | -3 | Closed |
|
| 507 |
SEP
507
Signature Equity Partners
Columbus,
Ohio
| – | -$510 | -3 | Closed |
|
| 508 |
TPWA
508
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$507 | -3 | Closed |
|
| 509 |
CW
509
Curio Wealth
Annapolis,
Maryland
| – | -$169 | -1 | Closed |
|
| 510 |
RWM
510
Raffa Wealth Management
Washington,
District of Columbia
| – | -$169 | -1 | Closed |
|
| 511 |
NWM
511
Navigoe Wealth Management
Redondo Beach,
California
| – | +$174 | +1 | New |
|