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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EW
1051
Evoke Wealth
California
$559K -$59.2K -682 -9%
AC
1052
AlphaCore Capital
California
$557K -$18.3K -211 -3%
KWM
1053
Kingsview Wealth Management
Oregon
$554K +$92.9K +1,070 +19%
CAMV
1054
Concord Asset Management (Virginia)
Virginia
$552K +$135K +1,550 +30%
Los Angeles Capital Management
1055
Los Angeles Capital Management
California
$551K -$37.1K -427 -6%
LSPW
1056
Lake Street Private Wealth
Illinois
$550K +$3.73K +43 +0.6%
CH
1057
Canton Hathaway
Rhode Island
$549K
GL
1058
Graypoint LLC
New York
$547K +$56.2K +647 +11%
EFMC
1059
Empire Financial Management Company
New York
$543K +$577K +6,651 New
CC
1060
Corton Capital
Ontario, Canada
$541K +$11.5K +133 +2%
MWA
1061
Monograph Wealth Advisors
California
$541K +$575K +6,620 New
BG
1062
Bahl & Gaynor
Ohio
$540K +$107K +1,234 +23%
HA
1063
Harbor Advisors
Florida
$540K
PCIG
1064
Partners Capital Investment Group
Massachusetts
$539K +$212K +2,447 +59%
AIA
1065
Arbor Investment Advisors
North Carolina
$537K +$1.3K +15 +0.2%
CG
1066
Colony Group
Massachusetts
$532K -$44.1K -508 -7%
RIL
1067
Rothschild Investment LLC
Illinois
$532K +$102K +1,173 +22%
LDB
1068
Lee, Danner & Bass
Tennessee
$530K
CCM
1069
Carlson Capital Management
Minnesota
$527K +$31.7K +365 +6%
PFBT
1070
Parkside Financial Bank & Trust
Missouri
$526K +$18.9K +218 +4%
KFS
1071
Kurt F. Somerville
$526K -$17.4K -200 -3%
AWM
1072
Avior Wealth Management
Nebraska
$526K +$87 +1 +0%
DS
1073
DRW Securities
Illinois
$525K -$336K -3,875 -38%
SRC
1074
Shufro Rose & Co
New York
$524K -$86.8K -1,000 -13%
VWA
1075
Visionary Wealth Advisors
Illinois
$524K +$29.6K +341 +6%