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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1251
Sentry Investment Management
Wisconsin
$314K -$294K -3,146 -47%
CSB
1252
City State Bank
Iowa
$314K -$18.7K -200 -5%
DSC
1253
Duncker Streett & Co
Missouri
$314K
QFA
1254
Quantum Financial Advisors
California
$313K
Cohen & Steers
1255
Cohen & Steers
New York
$312K
CBFP
1256
Cedar Brook Financial Partners
Ohio
$311K -$46.4K -497 -12%
JIC
1257
Johnson Investment Counsel
Ohio
$311K +$27.6K +296 +9%
RIA
1258
Richwood Investment Advisors
Ohio
$309K -$6.07K -65 -2%
MWPCG
1259
Measured Wealth Private Client Group
New Hampshire
$309K -$57.4K -615 -15%
FIM
1260
Freedom Investment Management
Connecticut
$308K -$33.9K -363 -9%
MIM
1261
Morningstar Investment Management
Illinois
$308K
FC
1262
Forte Capital
New York
$308K +$6.07K +65 +2%
WEG
1263
World Equity Group
Illinois
$307K +$4.01M +42,956 New
AI
1264
AXS Investments
New York
$303K -$39.4K -422 -11%
AWM
1265
Aprio Wealth Management
Georgia
$302K +$38.7K +415 +14%
TAIM
1266
TD Ameritrade Investment Management
Nebraska
$302K -$73.8K -791 -19%
TNBTD
1267
Trustmark National Bank Trust Department
Mississippi
$302K
GP
1268
Girard Partners
Pennsylvania
$301K +$17.3K +185 +6%
WI
1269
WrapManager Inc
California
$300K +$61.5K +659 +24%
LWM
1270
Liberty Wealth Management
California
$300K +$324K +3,467 New
CSPIA
1271
Cary Street Partners Investment Advisory
Virginia
$300K -$34.2K -366 -10%
FAG
1272
Fortitude Advisory Group
Washington
$298K +$6.16K +66 +2%
CFA
1273
Capstone Financial Advisors
Illinois
$296K -$8.31K -89 -3%
DFG
1274
Delta Financial Group
New Jersey
$296K +$11.6K +124 +4%
SSWM
1275
Strait & Sound Wealth Management
California
$295K +$14.8K +159 +5%