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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1026
Arkadios Wealth Advisors
Georgia
$734K -$11.7K -116 -2%
BCM
1027
Brookstone Capital Management
Illinois
$733K +$10.9K +108 +2%
EW
1028
Evexia Wealth
Wisconsin
$731K +$147K +1,459 +27%
OBAM
1029
ODDO BHF Asset Management
France
$730K +$705K +7,000 New
GFP
1030
Gryphon Financial Partners
Ohio
$729K +$2.72K +27 +0.4%
GM
1031
GeoWealth Management
Illinois
$728K -$81.3K -807 -10%
SB
1032
Strategic Blueprint
Georgia
$724K -$7.65K -76 -1%
IC
1033
Inscription Capital
Texas
$724K +$5.64K +56 +0.8%
IA
1034
IFG Advisors
Missouri
$723K
BWG
1035
Beta Wealth Group
California
$722K +$40.8K +405 +6%
HBT
1036
Hills Bank & Trust
Iowa
$713K -$29.6K -294 -4%
MGIA
1037
Moneta Group Investment Advisors
Missouri
$713K +$87.5K +869 +15%
CPC
1038
Cookson Peirce & Co
Pennsylvania
$708K -$52.8K -524 -7%
EHWM
1039
Eads & Heald Wealth Management
Georgia
$705K +$46.3K +460 +7%
AIA
1040
Affinity Investment Advisors
California
$705K +$3.02K +30 +0.4%
AIM
1041
Anchor Investment Management
South Carolina
$705K -$2.42K -24 -0.4%
1832 Asset Management
1042
1832 Asset Management
Ontario, Canada
$704K -$8.86K -88 -1%
FFA
1043
First Foundation Advisors
California
$702K +$62.5K +621 +10%
MIC
1044
Meridian Investment Counsel
California
$702K -$45.3K -450 -6%
TFA
1045
Transamerica Financial Advisors
Florida
$701K -$50.4K -500 -7%
CH
1046
Canton Hathaway
Rhode Island
$701K
BAM
1047
Belpointe Asset Management
Nevada
$697K -$90.6K -900 -12%
DWM
1048
Diversify Wealth Management
Utah
$697K +$61K +606 +11%
LA
1049
LexAurum Advisors
Kansas
$695K -$16K -159 -2%
EFMC
1050
Empire Financial Management Company
New York
$694K -$18.8K -187 -3%