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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1001
TriaGen Wealth Management
California
$606K +$3.45K +37 +0.5%
LSPW
1002
Lake Street Private Wealth
Illinois
$605K +$21.8K +234 +4%
AC
1003
ASB Consultores
Florida
$602K +$221K +2,363 +53%
Nomura Holdings
1004
Nomura Holdings
Japan
$600K +$510K +5,461 +398%
NAS
1005
Nicolet Advisory Services
Wisconsin
$596K +$62.9K +674 +11%
TPCW
1006
TD Private Client Wealth
New York
$594K -$81.1K -869 -11%
PWLP
1007
Prio Wealth Limited Partnership
Massachusetts
$591K
CA
1008
Claro Advisors
Massachusetts
$591K +$82.8K +887 +15%
CH
1009
Canton Hathaway
Rhode Island
$590K -$84.2K -902 -12%
MS
1010
Maven Securities
Jersey
$590K +$627K +6,718 New
WWM
1011
Western Wealth Management
Colorado
$585K -$42K -450 -6%
CA
1012
Clearstead Advisors
Ohio
$583K +$378K +4,045 +156%
KFS
1013
Kurt F. Somerville
$583K -$18.7K -200 -3%
TPW
1014
Transatlantique Private Wealth
New York
$581K +$25.9K +277 +4%
HA
1015
Harbor Advisors
Florida
$580K
MSA
1016
Marino Stram & Associates
Massachusetts
$578K -$158K -1,696 -20%
AIA
1017
Arbor Investment Advisors
North Carolina
$578K +$1.12K +12 +0.2%
PCA
1018
Pallas Capital Advisors
Massachusetts
$575K -$290K -3,103 -33%
PCS
1019
Personal CFO Solutions
New Jersey
$572K +$19.1K +205 +3%
LDB
1020
Lee, Danner & Bass
Tennessee
$569K
AWM
1021
Avior Wealth Management
Nebraska
$569K +$4.29K +46 +0.7%
SS
1022
Sunbelt Securities
Texas
$569K +$3.55K +38 +0.6%
KTC
1023
Kistler-Tiffany Companies
Pennsylvania
$567K +$29.9K +320 +5%
TCM
1024
Teza Capital Management
Illinois
$567K +$603K +6,459 New
FNA
1025
First National Advisers
Nebraska
$567K +$2.52K +27 +0.4%