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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
826
Compton Wealth Advisory Group
Virginia
$1.25M +$1.27M +12,755 New
AWE
827
Avidian Wealth Enterprises
Texas
$1.25M +$455K +4,566 +56%
FFA
828
Freedman Financial Associates
Massachusetts
$1.25M -$25.5K -256 -2%
ANTB
829
AMG National Trust Bank
Colorado
$1.25M +$3.88K +39 +0.3%
SACTSONJ
830
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.24M – – –
MGP
831
Metis Global Partners
California
$1.24M +$1.25M +12,594 New
PWP
832
Principle Wealth Partners
Connecticut
$1.24M +$12.8K +128 +1%
DAM
833
Delta Asset Management
Tennessee
$1.23M -$7.47K -75 -0.6%
WAP
834
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$30.8K +309 +3%
DA
835
DCF Advisers
Connecticut
$1.23M – – –
Fuller & Thaler Asset Management
836
Fuller & Thaler Asset Management
California
$1.22M -$179K -1,800 -13%
IC
837
Intersect Capital
California
$1.22M +$77.8K +781 +7%
SA
838
SRN Advisors
Pennsylvania
$1.22M +$1.24M +12,411 New
BWM
839
Buckley Wealth Management
Nevada
$1.22M +$597K +5,995 +93%
VCM
840
Viewpoint Capital Management
Washington
$1.22M +$1.24M +12,399 New
LWAM
841
Legacy Wealth Asset Management
Minnesota
$1.22M -$78.7K -790 -6%
PAMP
842
Polar Asset Management Partners
Ontario, Canada
$1.22M +$1.23M +12,373 New
MG
843
Mather Group
Illinois
$1.21M +$759K +7,617 +160%
JWCA
844
J.W. Coons Advisors
Ohio
$1.21M +$326K +3,272 +36%
LP
845
LMR Partners
United Kingdom
$1.2M +$1.22M +12,266 New
PGIM
846
Pacific Global Investment Management
California
$1.2M +$9.26K +93 +0.8%
TF
847
TLWM Financial
Texas
$1.2M +$64.2K +644 +6%
LSAG
848
Lake Street Advisors Group
New Hampshire
$1.18M -$24K -241 -2%
PI
849
Parkside Investments
Illinois
$1.18M +$299K +3,000 +33%
SAM
850
Silvercrest Asset Management
New York
$1.18M -$8.27K -83 -0.7%