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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1026
Alpha Windward
Massachusetts
$50K – – –
RWA
1027
Ropes Wealth Advisors
Massachusetts
$48K -$5.94K -118 -11%
FNBOSM
1028
First National Bank of South Miami
Florida
$48K – – –
First Manhattan
1029
First Manhattan
New York
$47K -$23.4K -464 -32%
WPA
1030
West Paces Advisors
Georgia
$45.8K – – –
GFPC
1031
Global Financial Private Client
Florida
$45.6K – – –
BWA
1032
Burt Wealth Advisors
Maryland
$43K – – –
AWA
1033
Arkadios Wealth Advisors
Georgia
$42.2K -$20.2K -401 -33%
EWM
1034
Endurance Wealth Management
Rhode Island
$42K – – –
GRP
1035
Global Retirement Partners
California
$42K – – –
AWM
1036
AllSquare Wealth Management
New York
$41K – – –
TFO
1037
Tarbox Family Office
California
$41K – – –
CWC
1038
Carolinas Wealth Consulting
North Carolina
$41K +$32.9K +654 +342%
BBL
1039
Beck Bode LLC
Massachusetts
$41K +$42.8K +850 New
MRCM
1040
M&R Capital Management
New Jersey
$40K -$2.52K -50 -6%
PCC
1041
Park Circle Company
Maryland
$39K – – –
SFSIG
1042
San Francisco Sentry Investment Group
California
$39K – – –
HCP
1043
Hexagon Capital Partners
Arkansas
$39K +$40K +794 New
BDWM
1044
Brewin Dolphin Wealth Management
Ireland
$38.7K +$23.2K +460 +135%
SFG
1045
Sowa Financial Group
Rhode Island
$38K – – –
SWA
1046
Sutton Wealth Advisors
Florida
$37.1K +$1.56K +31 +4%
HWA
1047
HHM Wealth Advisors
Tennessee
$37K – – –
CMA
1048
Cedar Mountain Advisors
Oregon
$36K +$202 +4 +0.5%
LAS
1049
Lloyd Advisory Services
Georgia
$35K -$3.73K -74 -9%
SA
1050
SRH Advisors
Kansas
$34K +$202 +4 +0.6%