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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1201
MCF Advisors
Kentucky
$356K +$9.71K +98 +3%
STA
1202
Summit Trail Advisors
New York
$355K -$81.5K -823 -18%
PLFAM
1203
Pineno Levin & Ford Asset Management
Virginia
$353K
TA
1204
Tiedemann Advisors
New York
$352K -$4.95K -50 -1%
JFA
1205
Johanson Financial Advisors
California
$352K +$358K +3,616 New
BRWM
1206
B. Riley Wealth Management
Tennessee
$352K +$358K +3,617 New
MCM
1207
Marathon Capital Management
Maryland
$350K -$694 -7 -0.2%
BWCS
1208
Beirne Wealth Consulting Services
Connecticut
$350K
RIA
1209
Realta Investment Advisors
Delaware
$350K +$88.8K +896 +33%
HCMT
1210
Highland Capital Management (Tennessee)
Tennessee
$350K +$357K +3,600 New
CB
1211
CNB Bank
Pennsylvania
$349K -$29.1K -294 -8%
PK
1212
Pflug Koory
Nebraska
$346K
SCM
1213
SOL Capital Management
Maryland
$343K
YCMGA
1214
York Capital Management Global Advisors
New York
$342K -$4.05M -40,835 -92%
RCC
1215
Red Cedar Capital
Nebraska
$341K
HWA
1216
Heritage Wealth Advisors
Virginia
$341K +$396 +4 +0.1%
RTS
1217
Round Table Services
New Jersey
$338K +$36.7K +370 +12%
FIA
1218
Foundations Investment Advisors
Arizona
$336K -$185K -1,863 -35%
ZIM
1219
Zacks Investment Management
Illinois
$336K +$342K +3,452 New
IIC
1220
Integrated Investment Consultants
Michigan
$335K +$27.2K +275 +9%
KWMG
1221
King Wealth Management Group
Florida
$335K +$341K +3,445 New
SF
1222
Summit Financial
New Jersey
$334K +$340K +3,435 New
Financial Engines Advisors
1223
Financial Engines Advisors
California
$327K +$16.2K +164 +5%
BFA
1224
Bragg Financial Advisors
North Carolina
$324K
GL
1225
Graypoint LLC
New York
$323K -$24.2K -244 -7%