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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AF
851
Allworth Financial
California
$992K +$16.8K +180 +2%
BTWM
852
Baker Tilly Wealth Management
Wisconsin
$991K +$47.4K +508 +5%
CCFP
853
Charles Carroll Financial Partners
Massachusetts
$986K -$583K -6,250 -36%
DC
854
Davenport & Co
Virginia
$975K +$221K +2,366 +27%
PGIM
855
Pacific Global Investment Management
California
$968K -$58K -622 -5%
SG
856
StoneX Group
New York
$966K +$157K +1,682 +18%
TSWM
857
Triangle Securities Wealth Management
North Carolina
$965K -$48.5K -520 -5%
MGIA
858
Moneta Group Investment Advisors
Missouri
$964K +$302K +3,236 +42%
BFIM
859
Beese Fulmer Investment Management
Ohio
$963K -$138K -1,474 -12%
GC
860
GFG Capital
Florida
$962K +$560 +6 +0.1%
BFG
861
Beacon Financial Group
Texas
$952K +$1.06M +11,335 New
APWA
862
Atlas Private Wealth Advisors
New Jersey
$950K +$373 +4 +0%
Vanguard Capital Wealth Advisors
863
Vanguard Capital Wealth Advisors
Colorado
$949K +$16.1K +172 +2%
BWM
864
Buckley Wealth Management
Nevada
$948K -$112K -1,199 -10%
HT
865
HighTower Trust
Texas
$947K +$271K +2,904 +38%
WT
866
Washington Trust
Rhode Island
$946K -$747 -8 -0.1%
TCOV
867
Trust Company of Vermont
Vermont
$945K +$119K +1,280 +13%
MP
868
McDonald Partners
Ohio
$944K -$7.56K -81 -0.7%
FHA
869
First Horizon Advisors
Tennessee
$944K +$76K +814 +8%
CWAG
870
Compton Wealth Advisory Group
Virginia
$941K +$208K +2,226 +26%
MSAM
871
Moloney Securities Asset Management
Missouri
$931K +$672K +7,199 +212%
NCM
872
NCM Capital Management
New Jersey
$930K -$56K -600 -5%
SIA
873
Schechter Investment Advisors
Michigan
$928K +$146K +1,562 +17%
CT
874
Columbia Trust
Oregon
$925K -$223K -2,391 -18%
PEA
875
Park Edge Advisors
Ohio
$919K +$269K +2,884 +38%