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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1201
Richwood Investment Advisors
Ohio
$301K +$109K +1,336 +51%
TWM
1202
Tanager Wealth Management
United Kingdom
$300K
CIAS
1203
Capital Investment Advisory Services
North Carolina
$300K +$125K +1,529 +63%
PRWA
1204
Platte River Wealth Advisors
Colorado
$299K -$242K -2,950 -43%
HSA
1205
HBK Sorce Advisory
Pennsylvania
$299K -$165K -2,013 -34%
FFA
1206
First Foundation Advisors
California
$299K -$29.9K -365 -8%
AW
1207
ACG Wealth
Georgia
$299K +$491 +6 +0.2%
HA
1208
Herold Advisors
New York
$299K +$82.8K +1,011 +35%
BOM
1209
Bank of Marin
California
$296K -$99.5K -1,215 -24%
MHR
1210
Matthew Hamilton Rosenberg
$296K -$50.8K -620 -14%
GRP
1211
Global Retirement Partners
California
$296K -$2.79K -34 -0.9%
BMM
1212
Buffington Mohr McNeal
Idaho
$296K +$11.7K +143 +4%
WH
1213
Willner & Heller
California
$295K +$4.83K +59 +2%
FHA
1214
Flagship Harbor Advisors
Massachusetts
$295K +$31.8K +388 +11%
SC
1215
Sepio Capital
Utah
$295K +$45.8K +559 +17%
SFP
1216
Shepherd Financial Partners
Massachusetts
$294K +$69.1K +844 +28%
MA
1217
MCF Advisors
Kentucky
$293K +$16.2K +198 +5%
CSB
1218
City State Bank
Iowa
$291K +$410 +5 +0.1%
PNC
1219
Park National Corp
Ohio
$290K +$7.54K +92 +2%
CF
1220
Cantor Fitzgerald
New York
$289K -$180K -2,200 -37%
Hotchkis & Wiley Capital Management
1221
Hotchkis & Wiley Capital Management
California
$289K +$49.1K +600 +19%
SB
1222
Sunflower Bank
Texas
$288K -$9.75K -119 -3%
TNBTD
1223
Trustmark National Bank Trust Department
Mississippi
$288K
IIC
1224
Integrated Investment Consultants
Michigan
$287K -$35K -427 -10%
DWM
1225
Drive Wealth Management
Utah
$286K -$54.7K -668 -15%