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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SCI
901
Stableford Capital II
Arizona
$798K -$11.6K -136 -1%
WPW
902
Warther Private Wealth
Ohio
$795K -$13.1K -154 -2%
NG
903
NWK Group
California
$795K +$797K +9,348 New
SG
904
StoneX Group
New York
$792K +$65.8K +772 +9%
SWM
905
Spire Wealth Management
Virginia
$792K +$52.8K +619 +7%
BTI
906
Blue Trust Inc
Georgia
$784K +$430K +5,048 +103%
WAL
907
W Advisors LLC
Tennessee
$783K -$426 -5 -0.1%
LOAMS
908
Lombard Odier Asset Management (Switzerland)
Switzerland
$781K +$452K +5,307 +137%
Bank Julius Baer & Co
909
Bank Julius Baer & Co
Switzerland
$780K -$209K -2,454 -21%
LB
910
Legacy Bridge
Iowa
$777K +$31.9K +374 +4%
EP
911
Edgestream Partners
New Jersey
$777K -$2.56M -30,044 -77%
HTC
912
Haverford Trust Company
Pennsylvania
$770K +$117K +1,368 +18%
NW
913
NewEdge Wealth
Pennsylvania
$767K +$118K +1,383 +18%
SIA
914
Schechter Investment Advisors
Michigan
$766K +$95.5K +1,120 +14%
ACI
915
Alpha Cubed Investments
California
$764K +$766K +8,986 New
AFG
916
AFS Financial Group
Maryland
$764K +$766K +8,985 New
BIP
917
Blueprint Investment Partners
North Carolina
$764K +$450K +5,275 +142%
OWA
918
Outlook Wealth Advisors
Texas
$762K +$1.11K +13 +0.1%
MGIA
919
Moneta Group Investment Advisors
Missouri
$753K -$60.8K -713 -8%
FNFDCM
920
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$750K
EGA
921
E&G Advisors
Texas
$748K -$8.52K -100 -1%
SDAM
922
Shulman DeMeo Asset Management
New York
$744K +$6.22K +73 +0.8%
DC
923
Davenport & Co
Virginia
$742K -$114K -1,336 -13%
WPW
924
Waldron Private Wealth
Pennsylvania
$730K
NVIM
925
New Vernon Investment Management
Illinois
$727K