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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
801
Measured Wealth Private Client Group
New Hampshire
$233K -$11.4K -255 -5%
LOAMS
802
Lombard Odier Asset Management (Switzerland)
Switzerland
$231K
EWA
803
EP Wealth Advisors
California
$231K +$22.2K +498 +10%
FCA
804
FinTrust Capital Advisors
South Carolina
$229K -$497K -11,134 -68%
GCC
805
Game Creek Capital
Massachusetts
$229K -$11.2K -250 -5%
DWA
806
Douglass Winthrop Advisors
New York
$229K
MCM
807
MAI Capital Management
Ohio
$225K -$370K -8,285 -62%
FMT
808
First Mercantile Trust
Tennessee
$225K +$21K +471 +10%
QI
809
Qtron Investments
Massachusetts
$224K +$228K +5,123 New
BTW
810
Boston Trust Walden
Massachusetts
$223K
EFS
811
Essex Financial Services
Connecticut
$222K -$49.1K -1,100 -18%
CA
812
Cetera Advisors
Colorado
$222K +$1.25K +28 +0.6%
PBO
813
Peoples Bank (Ohio)
Ohio
$219K -$2.68K -60 -1%
RVPG
814
Relative Value Partners Group
$219K
EHWM
815
Eads & Heald Wealth Management
Georgia
$216K -$54.6K -1,225 -20%
LC
816
Loews Corp
New York
$216K -$32.7K -734 -13%
WWM
817
Western Wealth Management
Colorado
$215K -$31.1K -697 -12%
BOH
818
Bank of Hawaii
Hawaii
$215K -$3.39K -76 -2%
Cetera Investment Advisers
819
Cetera Investment Advisers
Illinois
$213K +$219K +4,906 New
HCM
820
Highlander Capital Management
New Jersey
$212K
CAM
821
Cresset Asset Management
Illinois
$212K +$16.3K +366 +8%
SWMG
822
Strategic Wealth Management Group
Maryland
$209K -$134 -3 -0.1%
BBWA
823
Bell & Brown Wealth Advisors
California
$209K +$1.43K +32 +0.7%
FTUS
824
Flow Traders U.S.
New York
$208K +$212K +4,757 New
YWP
825
YorkBridge Wealth Partners
New York
$207K +$3.61K +81 +2%