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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1226
Integrated Investment Consultants
Michigan
$335K +$27.2K +275 +9%
KWMG
1227
King Wealth Management Group
Florida
$335K +$341K +3,445 New
SF
1228
Summit Financial
New Jersey
$334K +$340K +3,435 New
Financial Engines Advisors
1229
Financial Engines Advisors
California
$327K +$16.2K +164 +5%
BFA
1230
Bragg Financial Advisors
North Carolina
$324K – – –
GL
1231
Graypoint LLC
New York
$323K -$24.2K -244 -7%
TFCP
1232
Twin Focus Capital Partners
Massachusetts
$322K +$892 +9 +0.3%
AI
1233
ArchPoint Investors
Florida
$322K +$328K +3,311 New
VFPI
1234
Vantage Financial Partners (Illinois)
Illinois
$321K +$19.8K +200 +6%
BBNA
1235
Bremer Bank National Association
Minnesota
$319K +$41.6K +420 +15%
MAFM
1236
Mid Atlantic Financial Management
Pennsylvania
$318K -$3.27K -33 -1%
HHGA
1237
Halbert Hargrove Global Advisors
California
$317K -$1.49K -15 -0.5%
BWAM
1238
Boyd Watterson Asset Management
Ohio
$316K -$694 -7 -0.2%
EL
1239
EMFO LLC
Florida
$316K – – –
BMO
1240
Beck Mack & Oliver
New York
$316K +$74.3K +750 +30%
BS
1241
Boenning & Scattergood
Pennsylvania
$315K -$3.96K -40 -1%
AFP
1242
Advus Financial Partners
Florida
$312K +$315K +3,181 New
NB
1243
NBT Bank
New York
$312K – – –
PB
1244
Pinnacle Bancorp
Nebraska
$312K +$22.3K +225 +8%
SOW
1245
State of Wyoming
Wyoming
$311K -$109K -1,100 -26%
IWP
1246
Icon Wealth Partners
Texas
$311K -$105K -1,063 -25%
HFM
1247
Harvest Fund Management
China
$309K – – –
WTC
1248
WhitTier Trust Company
Nevada
$309K +$13.4K +135 +4%
SIA
1249
SkyView Investment Advisors
New Jersey
$308K -$10.3K -104 -3%
JSL
1250
JT Stratford LLC
Georgia
$308K -$1.68K -17 -0.5%