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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
976
Kingswood Wealth Advisors
California
$2.07M +$195K +1,128 +10%
KNW
977
Kesler Norman & Wride
Utah
$2.05M +$71.7K +414 +3%
VWM
978
VCI Wealth Management
Missouri
$2.03M +$2.14M +12,359 New
PWP
979
Principle Wealth Partners
Connecticut
$2.03M +$85.7K +495 +4%
PCM
980
Parsons Capital Management
Rhode Island
$2.03M +$72.5K +419 +4%
EFG
981
Everhart Financial Group
Ohio
$2.03M +$419K +2,419 +24%
EFM
982
E Fund Management
China
$2.02M +$2.13M +12,290 New
Vanguard Capital Wealth Advisors
983
Vanguard Capital Wealth Advisors
Colorado
$2.02M -$295K -1,705 -12%
CCG
984
Chatham Capital Group
Georgia
$2.01M -$17.3K -100 -0.8%
PEA
985
Park Edge Advisors
Ohio
$2M +$1.44M +8,332 +217%
VCA
986
Verdence Capital Advisors
Maryland
$1.99M -$1.73K -10 -0.1%
TF
987
TLWM Financial
Texas
$1.99M +$128K +741 +7%
NP
988
NorthRock Partners
Minnesota
$1.97M +$392K +2,265 +23%
EM
989
Excalibur Management
Massachusetts
$1.96M -$49.3K -285 -2%
VCM
990
Viewpoint Capital Management
Washington
$1.96M
BAM
991
Berkshire Asset Management
Pennsylvania
$1.96M +$15.4K +89 +0.8%
PP
992
PDT Partners
New York
$1.94M +$2.04M +11,800 New
AIM
993
Allen Investment Management
New York
$1.92M +$23.9K +138 +1%
GC
994
Grimes & Company
Massachusetts
$1.91M +$1.52M +8,759 +305%
IQI
995
Integrated Quantitative Investments
Washington
$1.91M +$353K +2,040 +21%
CFWMA
996
Center for Wealth Management Advisory
Ohio
$1.9M -$256K -1,478 -11%
GFP
997
Gryphon Financial Partners
Ohio
$1.89M +$46.9K +271 +2%
PPWP
998
Premier Path Wealth Partners
New Jersey
$1.88M +$99.9K +577 +5%
AAM
999
AR Asset Management
California
$1.88M
TNBTD
1000
Trustmark National Bank Trust Department
Mississippi
$1.87M -$188K -1,087 -9%