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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
926
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$773K +$19.8K +231 +3%
PWPS
927
Pinnacle Wealth Planning Services
Ohio
$768K -$9.06K -106 -1%
HFM
928
Hartford Funds Management
Pennsylvania
$766K +$101K +1,176 +15%
SRC
929
Sage Rhino Capital
California
$761K -$67K -784 -8%
GVAG
930
Great Valley Advisor Group
Delaware
$753K +$38.3K +448 +5%
FFA
931
First Foundation Advisors
California
$751K +$36.1K +422 +5%
PWG
932
Portside Wealth Group
Utah
$747K +$748K +8,742 New
MSA
933
Marino Stram & Associates
Massachusetts
$746K +$184K +2,147 +33%
Bank Julius Baer & Co
934
Bank Julius Baer & Co
Switzerland
$745K -$23.3K -272 -3%
DDC
935
DF Dent & Co
Maryland
$744K -$1.37K -16 -0.2%
EGA
936
E&G Advisors
Texas
$744K
NVIM
937
New Vernon Investment Management
Illinois
$730K
PCM
938
Penserra Capital Management
California
$721K +$716K +8,368 +9,096%
SDAM
939
Shulman DeMeo Asset Management
New York
$720K -$15.3K -179 -2%
IWM
940
IHT Wealth Management
Illinois
$719K +$5.9K +69 +0.8%
CCM
941
Corsair Capital Management
New York
$719K -$342 -4 -0%
GLA
942
Good Life Advisors
Pennsylvania
$718K -$14.5K -170 -2%
GRP
943
Global Retirement Partners
California
$715K -$119K -1,395 -14%
QI
944
Qtron Investments
Massachusetts
$714K
VFPI
945
Vantage Financial Partners (Illinois)
Illinois
$713K +$25.7K +300 +4%
PTC
946
Private Trust Company
Ohio
$711K -$311K -3,639 -30%
TPWA
947
TRUE Private Wealth Advisors
Oregon
$711K +$599 +7 +0.1%
MWM
948
Maltin Wealth Management
New Jersey
$706K +$48.1K +562 +7%
BSA
949
Bull Street Advisors
Georgia
$703K
CIM
950
CIM Investment Management
Pennsylvania
$703K +$1.63K +19 +0.2%