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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EF
2626
Entrust Financial
Pennsylvania
$34.9K -$3.17K -16 -9%
Silicon Valley Capital Partners
2627
Silicon Valley Capital Partners
California
$34.2K +$198 +1 +0.6%
BHWM
2628
Bay Harbor Wealth Management
Maryland
$34.1K +$10.7K +54 +50%
BF
2629
Brooklyn FI
New York
$33.9K +$30.7K +155 New
Financial Consulate
2630
Financial Consulate
Maryland
$33.9K +$16.8K +85 +110%
Manning & Napier Advisors
2631
Manning & Napier Advisors
New York
$33.5K +$792 +4 +3%
LWM
2632
Lodestone Wealth Management
Washington
$33.2K – – –
AWM
2633
Abound Wealth Management
Tennessee
$33.2K -$23.2K -117 -42%
PWMG
2634
Private Wealth Management Group
New Jersey
$33K – – –
First PREMIER Bank
2635
First PREMIER Bank
South Dakota
$33K – – –
WA
2636
Whipplewood Advisors
Colorado
$32.6K -$67.7K -342 -69%
OW
2637
Olistico Wealth
Oklahoma
$32.2K – – –
Purpose Unlimited Inc
2638
Purpose Unlimited Inc
$32K -$4.36K -22 -13%
CFSG
2639
Community Financial Services Group
Vermont
$32K +$22.4K +113 +297%
SNBOSD
2640
Security National Bank of So Dak
Iowa
$31.4K +$29.7K +150 New
HFM
2641
Hartford Financial Management
Connecticut
$30.5K -$19.2K -97 -40%
WAS
2642
Winch Advisory Services
Wisconsin
$30.5K +$28.9K +146 New
Raffa Wealth Management
2643
Raffa Wealth Management
District of Columbia
$29.9K -$594 -3 -2%
AP
2644
Aspect Partners
Virginia
$28.8K – – –
PWA
2645
Principia Wealth Advisory
Texas
$28.6K +$8.32K +42 +44%
Hughes Financial Services
2646
Hughes Financial Services
Virginia
$28.6K +$9.7K +49 +56%
CCMI
2647
Creative Capital Management Investments
California
$28.4K +$12.7K +64 +89%
FA
2648
Fedenia Advisers
Wisconsin
$28.4K +$26.9K +136 New
VWA
2649
Valued Wealth Advisors
Utah
$28.2K +$7.72K +39 +41%
FDW
2650
Fourth Dimension Wealth
Ohio
$28K +$6.73K +34 +34%