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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1226
Integris Wealth Management
California
$658K
FAT
1227
First American Trust
California
$654K -$80.7K -655 -11%
SIM
1228
Sentry Investment Management
Wisconsin
$654K -$104K -847 -14%
AIM
1229
Anchor Investment Management
South Carolina
$652K -$194K -1,574 -23%
RL
1230
Rogco LP
Oklahoma
$647K -$739 -6 -0.1%
FSA
1231
Fort Sheridan Advisors
Illinois
$646K +$173K +1,401 +37%
FMWA
1232
Forvis Mazars Wealth Advisors
Missouri
$642K +$369 +3 +0.1%
FPAS
1233
Focus Partners Advisor Solutions
Missouri
$640K -$33.3K -270 -5%
NFC
1234
Northeast Financial Consultants
Connecticut
$639K
SFS
1235
Strategic Financial Services
New York
$639K
WIC
1236
Woodmont Investment Counsel
Tennessee
$639K +$626K +5,082 New
PFPT
1237
Pinnacle Financial Partners (Tennessee)
Tennessee
$638K -$29.8K -242 -5%
FDS
1238
First Dallas Securities
Texas
$636K -$105K -850 -14%
BSTWA
1239
Blake Schutter Theil Wealth Advisors
Ohio
$635K +$862 +7 +0.1%
HCP
1240
Hexagon Capital Partners
Arkansas
$635K -$11.8K -96 -2%
AA
1241
Addison Advisors
Vermont
$633K -$3.82K -31 -0.6%
AFP
1242
Ausdal Financial Partners
Iowa
$630K +$56.5K +459 +10%
ACM
1243
Arcataur Capital Management
Wisconsin
$629K
DLP
1244
De Lisle Partners
United Kingdom
$629K
CFM
1245
Catalyst Funds Management
Australia
$629K +$443K +3,600 +257%
PBO
1246
Peoples Bank (Ohio)
Ohio
$625K -$46.7K -379 -7%
BOH
1247
Bank of Hawaii
Hawaii
$622K +$77K +625 +14%
CCG
1248
Cypress Capital Group
Florida
$618K -$325K -2,638 -35%
AWA
1249
Arete Wealth Advisors
Illinois
$613K +$33K +268 +6%
Fuller & Thaler Asset Management
1250
Fuller & Thaler Asset Management
California
$612K