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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PW
1226
Paladin Wealth
Minnesota
$1.48M -$41.2K -208 -3%
NB
1227
NBH Bank
Colorado
$1.48M +$1.4M +7,077 New
CFG
1228
Cooper Financial Group
California
$1.47M +$87.7K +443 +7%
AWM
1229
Atticus Wealth Management
Florida
$1.47M +$197K +997 +17%
WF
1230
Welch & Forbes
Massachusetts
$1.47M +$271K +1,369 +24%
E
1231
Evansbrook
Illinois
$1.47M – – –
PWP
1232
Perfromance Wealth Partners
Illinois
$1.46M +$686K +3,463 +98%
OL
1233
Owen LaRue
Kentucky
$1.46M +$1.38M +6,964 New
CIM
1234
CIM Investment Management
Pennsylvania
$1.46M -$132K -665 -9%
DM
1235
Delphi Management
Massachusetts
$1.45M +$990 +5 +0.1%
PP
1236
PDS Planning
Ohio
$1.45M +$58.4K +295 +4%
PCG
1237
Prosperity Consulting Group
Maryland
$1.44M +$145K +733 +12%
VWA
1238
Visionary Wealth Advisors
Illinois
$1.44M +$24K +121 +2%
IRC
1239
Investors Research Corp
Georgia
$1.44M -$3.96K -20 -0.3%
BHBT
1240
Burke & Herbert Bank & Trust
Virginia
$1.43M – – –
LAM
1241
L2 Asset Management
Massachusetts
$1.43M +$79.2K +400 +6%
TPI
1242
Trust Point Inc
Wisconsin
$1.43M +$28.5K +144 +2%
Empower Advisory Group
1243
Empower Advisory Group
Colorado
$1.42M +$80.2K +405 +6%
DI
1244
Diligent Investors
California
$1.42M -$1.42M -7,158 -51%
FWI
1245
Facet Wealth Inc
Maryland
$1.42M +$341K +1,722 +34%
AGP
1246
Autumn Glory Partners
Texas
$1.41M +$990 +5 +0.1%
CH
1247
Canton Hathaway
Rhode Island
$1.41M – – –
MIC
1248
Meridian Investment Counsel
California
$1.4M – – –
LIA
1249
LS Investment Advisors
Michigan
$1.4M +$36.6K +185 +3%
VV
1250
Verity & Verity
South Carolina
$1.4M -$171K -865 -11%