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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Avior Wealth Management
Nebraska
$156K
OPS
827
Orion Portfolio Solutions
Nebraska
$156K +$61.7K +1,311 +40%
UFF
828
USA Financial Formulas
Michigan
$153K +$211K +4,489 New
SQA
829
Simon Quick Advisors
New Jersey
$151K +$54.9K +1,166 +36%
ST
830
Smithfield Trust
Pennsylvania
$149K -$8.95K -190 -4%
FCA
831
FinTrust Capital Advisors
South Carolina
$147K -$12.5K -265 -6%
EDRH
832
Edmond de Rothschild Holding
Switzerland
$144K -$12.2K -258 -6%
PK
833
Pflug Koory
Nebraska
$142K
EWM
834
Edge Wealth Management
New York
$138K +$127K +2,700 +208%
EP
835
Eudaimonia Partners
Tennessee
$137K
BWM
836
Baystate Wealth Management
Massachusetts
$136K -$2.45K -52 -1%
SMFS
837
Squar Milner Financial Services
California
$131K +$235 +5 +0.1%
VNA
838
Valley National Advisers
Pennsylvania
$127K -$33.2K -705 -16%
RCC
839
Red Cedar Capital
Nebraska
$119K
FMLI
840
Fukoku Mutual Life Insurance
Japan
$116K
MA
841
MCF Advisors
Kentucky
$115K -$15.3K -325 -9%
AT
842
Arden Trust
Delaware
$115K +$159K +3,380 New
HWA
843
Heritage Wealth Advisors
Virginia
$111K -$41.3K -877 -21%
HIA
844
Harbor Investment Advisory
Maryland
$111K +$82.5K +1,752 +116%
TAIM
845
TD Ameritrade Investment Management
Nebraska
$109K +$29.7K +631 +24%
FWM
846
Focused Wealth Management
New York
$102K -$27.3K -580 -16%
AF
847
Allworth Financial
California
$98K -$2.54K -54 -2%
KPW
848
Kore Private Wealth
New York
$98K +$91.7K +1,946 +207%
PFBT
849
Parkside Financial Bank & Trust
Missouri
$95K -$3.15K -67 -2%
Cohen & Steers
850
Cohen & Steers
New York
$94K -$185K -3,928 -59%