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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MA
801
MANA Advisors
New York
$262K +$269K +4,855 New
FIAS
802
FinTrust Investment Advisory Services
South Carolina
$259K -$5.54K -100 -2%
SS
803
Sunbelt Securities
Texas
$257K +$263K +4,756 New
AWM
804
Avior Wealth Management
Nebraska
$255K -$6.03K -109 -2%
TL
805
TrueWealth LLC
Georgia
$253K +$3.21K +58 +1%
CAPTRUST Financial Advisors
806
CAPTRUST Financial Advisors
North Carolina
$246K -$11.8K -213 -4%
BHBT
807
Burke & Herbert Bank & Trust
Virginia
$246K
SFG
808
SevenBridge Financial Group
Pennsylvania
$243K -$6.53K -118 -3%
CG
809
Caprock Group
Idaho
$243K -$6.2K -112 -2%
RIA
810
Regal Investment Advisors
Michigan
$242K
TTWM
811
TCV Trust & Wealth Management
Virginia
$241K
AWM
812
AE Wealth Management
Kansas
$241K +$14.6K +263 +6%
GCA
813
Gradient Capital Advisors
California
$239K +$996 +18 +0.4%
CHA
814
Cedar Hill Associates
Illinois
$237K
BBWA
815
Bell & Brown Wealth Advisors
California
$237K +$1.11K +20 +0.4%
CWP
816
Capital Wealth Planning
Florida
$237K +$244K +4,400 New
Cerity Partners
817
Cerity Partners
New York
$236K -$32.2K -582 -12%
CB
818
Chemical Bank
Michigan
$234K +$240K +4,337 New
KWM
819
Kingsview Wealth Management
Oregon
$232K -$13K -235 -5%
JIM
820
Jupiter Investment Management
United Kingdom
$232K +$238K +4,300 New
NCM
821
Noesis Capital Mangement
Florida
$230K
EWG
822
Executive Wealth Group
Washington
$229K +$1.11K +20 +0.5%
CC
823
Cadinha & Co
Hawaii
$227K -$14.8K -268 -6%
GIA
824
GHP Investment Advisors
Colorado
$227K +$55 +1 +0%
PWPS
825
Pinnacle Wealth Planning Services
Ohio
$227K +$163K +2,940 +231%