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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$2.41M -$3.56K -29 -0.2%
BFA
802
Brown Financial Advisors
Ohio
$2.4M -$144K -1,172 -6%
BFS
803
Bradley Foster & Sargent
Connecticut
$2.4M -$10.6K -86 -0.5%
AA
804
Altman Advisors
Illinois
$2.4M +$22K +179 +1%
FFA
805
Farther Finance Advisors
California
$2.39M +$625K +5,090 +43%
AWS
806
Atria Wealth Solutions
New York
$2.39M -$3.16M -25,695 -60%
AF
807
Arrow Financial
New York
$2.39M -$36.4K -296 -2%
M1FG
808
Mach-1 Financial Group
Arkansas
$2.39M -$903K -7,350 -30%
AGC
809
Aspen Grove Capital
Colorado
$2.38M +$120K +975 +6%
DAS
810
Diversify Advisory Services
Utah
$2.38M +$944K +7,688 +91%
WSCM
811
Wellington Shields Capital Management
New York
$2.35M +$1.6M +13,044 +357%
ATPW
812
Ashton Thomas Private Wealth
Arizona
$2.35M -$674K -5,488 -25%
CT
813
Coastline Trust
Rhode Island
$2.35M -$22.6K -184 -1%
PMA
814
Prudent Man Advisors
Illinois
$2.34M +$183K +1,489 +10%
CCA
815
Checchi Capital Advisers
California
$2.33M -$28K -228 -1%
SPS
816
Susquehanna Portfolio Strategies
Pennsylvania
$2.32M +$2.03M +16,500 New
VCA
817
Verdence Capital Advisors
Maryland
$2.31M -$16.9K -138 -0.8%
IA
818
IFC Advisors
California
$2.3M -$39.7K -323 -2%
ST
819
Somerset Trust
Pennsylvania
$2.3M +$20.8K +169 +1%
RAM
820
Ramirez Asset Management
New York
$2.29M +$1.28M +10,400 +177%
CPC
821
Cookson Peirce & Co
Pennsylvania
$2.29M +$120K +980 +6%
MTC
822
Matrix Trust Company
Colorado
$2.29M +$36.5K +297 +2%
DS
823
DRW Securities
Illinois
$2.29M +$1.41M +11,506 +243%
CAG
824
Crestwood Advisors Group
Massachusetts
$2.28M +$374K +3,045 +23%
1SB
825
1ST Source Bank
Indiana
$2.28M +$27.4K +223 +1%