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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
801
YorkBridge Wealth Partners
New York
$232K
PTC
802
Petrus Trust Company
Texas
$231K -$36.3K -743 -13%
JIP
803
Jaffetilchin Investment Partners
Florida
$230K +$2.44K +50 +1%
PK
804
Pflug Koory
Nebraska
$229K +$28.3K +580 +13%
AT
805
Arden Trust
Delaware
$228K -$93.2K -1,908 -28%
HCM
806
Highlander Capital Management
New Jersey
$226K -$9.77K -200 -4%
DCM
807
Dynamic Capital Management
Jersey
$226K +$237K +4,855 New
SL
808
Signition LP
New York
$223K +$234K +4,799 New
DWA
809
Douglass Winthrop Advisors
New York
$222K -$2.42M -49,500 -91%
IWP
810
Icon Wealth Partners
Texas
$221K -$68.6K -1,405 -23%
GCC
811
Game Creek Capital
Massachusetts
$221K -$36.6K -750 -14%
RIA
812
Regal Investment Advisors
Michigan
$221K +$232K +4,754 New
TL
813
TrueWealth LLC
Georgia
$219K
BW
814
Bison Wealth
Georgia
$215K +$225K +4,615 New
BBWA
815
Bell & Brown Wealth Advisors
California
$213K +$1.42K +29 +0.6%
GCA
816
Gradient Capital Advisors
California
$213K +$6.2K +127 +3%
MWPCG
817
Measured Wealth Private Client Group
New Hampshire
$212K
EWA
818
EP Wealth Advisors
California
$212K +$222K +4,552 New
MCM
819
Marathon Capital Management
Maryland
$211K
FWM
820
Focused Wealth Management
New York
$211K +$49.3K +1,010 +29%
HCM
821
Hodges Capital Management
Texas
$210K
HH
822
Hilltop Holdings
Texas
$209K -$58.2K -1,192 -21%
HF
823
HRT Financial
New York
$209K +$220K +4,507 New
TTWM
824
TCV Trust & Wealth Management
Virginia
$208K
EWM
825
Edge Wealth Management
New York
$207K