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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1251
Northeast Financial Consultants
Connecticut
$716K
SFS
1252
Strategic Financial Services
New York
$716K
QWP
1253
Quotient Wealth Partners
Texas
$716K +$136K +1,110 +28%
WE
1254
Wealth Effects
Massachusetts
$715K -$12.3K -100 -2%
SEIA
1255
Signature Estate & Investment Advisors
California
$713K -$215K -1,748 -26%
AIM
1256
Anchor Investment Management
South Carolina
$713K -$117K -949 -16%
FDS
1257
First Dallas Securities
Texas
$713K
HIA
1258
Harbor Investment Advisory
Maryland
$712K +$33.2K +270 +6%
BSTWA
1259
Blake Schutter Theil Wealth Advisors
Ohio
$712K
LCGC
1260
Legacy Capital Group California
California
$711K -$23.8K -194 -4%
CFG
1261
Cooper Financial Group
California
$711K +$2.7K +22 +0.4%
EW
1262
Evexia Wealth
Wisconsin
$710K -$106K -863 -15%
FMWA
1263
Forvis Mazars Wealth Advisors
Missouri
$709K -$9.46K -77 -2%
PB
1264
Pinnacle Bancorp
Nebraska
$707K +$9.21K +75 +2%
DLP
1265
De Lisle Partners
United Kingdom
$704K
AWM
1266
Arista Wealth Management
Nevada
$704K +$49.1K +400 +9%
LCM
1267
Lazari Capital Management
California
$701K -$57.6K -469 -9%
CCA
1268
Coign Capital Advisors
Utah
$697K +$11.9K +97 +2%
PBO
1269
Peoples Bank (Ohio)
Ohio
$697K +$30.7K +250 +5%
RFA
1270
Register Financial Advisors
Georgia
$695K +$10.6K +86 +2%
LGA
1271
Lebenthal Global Advisors
New York
$694K +$24.4K +199 +4%
SW
1272
SVB Wealth
Massachusetts
$691K +$602K +4,902 New
FCB
1273
First County Bank
Connecticut
$688K -$22.6K -184 -4%
Fuller & Thaler Asset Management
1274
Fuller & Thaler Asset Management
California
$685K
IC
1275
Inscription Capital
Texas
$685K -$248K -2,017 -29%