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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1226
Amplius Wealth Advisors
Pennsylvania
$387K +$393K +3,945 New
PPW
1227
Pinnacle Private Wealth
Massachusetts
$386K +$392K +3,936 New
AWG
1228
Altus Wealth Group
Colorado
$385K +$498 +5 +0.1%
ER
1229
Enlightenment Research
Florida
$384K -$1.78M -17,857 -82%
MFG
1230
MidWestOne Financial Group
Iowa
$384K
CWM
1231
Centric Wealth Management
Illinois
$384K +$3.19K +32 +0.8%
FIBT
1232
First International Bank & Trust
North Dakota
$383K +$388K +3,897 New
TNBTD
1233
Trustmark National Bank Trust Department
Mississippi
$381K +$9.46K +95 +3%
CWM
1234
Cornerstone Wealth Management
Missouri
$380K -$3.69K -37 -0.9%
PNC
1235
Park National Corp
Ohio
$378K -$19.9K -200 -5%
FMP
1236
Financial Management Professionals
Texas
$378K +$101K +1,015 +36%
DCM
1237
Deuterium Capital Management
Florida
$378K +$384K +3,853 New
GL
1238
Graypoint LLC
New York
$377K +$52.3K +525 +16%
PLFAM
1239
Pineno Levin & Ford Asset Management
Virginia
$376K +$19.9K +200 +6%
CSB
1240
City State Bank
Iowa
$375K +$381K +3,825 New
CL
1241
CPWM LLC
Washington
$373K
BWCS
1242
Beirne Wealth Consulting Services
Connecticut
$372K +$19.9K +200 +6%
HFM
1243
Harvest Fund Management
China
$372K +$58.4K +586 +18%
MGIM
1244
M&G Investment Management
United Kingdom
$370K -$32M -321,553 -99%
Cohen & Steers
1245
Cohen & Steers
New York
$370K
WH
1246
Willner & Heller
California
$370K +$378K +3,799 New
OMC
1247
Overbrook Management Corp
New York
$369K
BMM
1248
Buffington Mohr McNeal
Idaho
$368K
MIH
1249
Meitav Investment House
Israel
$367K -$178K -1,791 -33%
HA
1250
HYA Advisors
Missouri
$366K +$1.4K +14 +0.4%