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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TI
851
Tidal Investments
Wisconsin
$220K +$204K +4,302 New
PP
852
PagnatoKarp Partners
Virginia
$220K +$204K +4,305 New
SWMG
853
Strategic Wealth Management Group
Maryland
$220K +$204K +4,309 New
CMI
854
Clare Market Investments
Texas
$219K -$80K -1,691 -28%
TPWA
855
TRUE Private Wealth Advisors
Oregon
$218K +$202K +4,270 New
BAM
856
Berkshire Asset Management
Pennsylvania
$216K +$200K +4,232 New
OIA
857
OneDigital Investment Advisors
Kansas
$215K +$199K +4,202 New
Lido Advisors
858
Lido Advisors
California
$215K +$199K +4,203 New
PK
859
Pflug Koory
Nebraska
$213K -$18.9K -400 -9%
HWA
860
Heritage Wealth Advisors
Virginia
$212K +$1.66K +35 +0.8%
AFP
861
Ausdal Financial Partners
Iowa
$212K +$187K +3,948 New
FI
862
FormulaFolio Investments
Michigan
$210K +$195K +4,112 New
BWM
863
Baystate Wealth Management
Massachusetts
$207K +$78.8K +1,664 +70%
EFS
864
Essex Financial Services
Connecticut
$207K +$192K +4,056 New
CIC
865
Crawford Investment Counsel
Georgia
$206K +$190K +4,024 New
EP
866
Eudaimonia Partners
Tennessee
$206K +$191K +4,026 New
ECM
867
Evergreen Capital Management
Washington
$205K +$190K +4,014 New
BCM
868
Bayesian Capital Management
New York
$204K -$592K -12,500 -76%
KA
869
KLCM Advisors
Wisconsin
$204K +$189K +3,999 New
Dodge & Cox
870
Dodge & Cox
California
$204K +$189K +4,000 New
HA
871
Harbor Advisors
Florida
$204K +$189K +4,000 New
EWA
872
EP Wealth Advisors
California
$203K +$188K +3,979 New
FHA
873
First Horizon Advisors
Tennessee
$201K +$11.9K +252 +7%
Vanguard Capital Wealth Advisors
874
Vanguard Capital Wealth Advisors
Colorado
$201K +$187K +3,948 New
RIA
875
Regal Investment Advisors
Michigan
$200K +$185K +3,908 New