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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
UCB
1251
United Community Bank
South Carolina
$815K +$460K +3,114 +155%
SFS
1252
Strategic Financial Services
New York
$815K +$6.35K +43 +0.8%
AF
1253
Advisornet Financial
Minnesota
$812K -$16.4K -111 -2%
AA
1254
Addison Advisors
Vermont
$811K +$1.62K +11 +0.2%
WE
1255
Wealth Effects
Massachusetts
$807K
FDS
1256
First Dallas Securities
Texas
$805K
CA
1257
Continuum Advisory
Idaho
$804K +$124K +840 +20%
LCGC
1258
Legacy Capital Group California
California
$803K -$148 -1 -0%
CD
1259
Chapin Davis
Maryland
$800K -$16.2K -110 -2%
GM
1260
GeoWealth Management
Illinois
$798K -$40K -271 -5%
SWP
1261
Strategic Wealth Partners
Ohio
$797K -$21.7K -147 -3%
DLP
1262
De Lisle Partners
United Kingdom
$795K
PB
1263
Pinnacle Bancorp
Nebraska
$794K -$3.99K -27 -0.5%
LCM
1264
Lazari Capital Management
California
$791K
BAAM
1265
Baker Avenue Asset Management
California
$790K +$22.7K +154 +3%
QP
1266
Quilter Plc
United Kingdom
$788K -$659K -4,461 -47%
FCH
1267
Freestone Capital Holdings
Washington
$788K +$140K +950 +24%
BSTWA
1268
Blake Schutter Theil Wealth Advisors
Ohio
$787K -$14.9K -101 -2%
BWP
1269
Barlow Wealth Partners
Kentucky
$785K -$59.1K -400 -7%
PBO
1270
Peoples Bank (Ohio)
Ohio
$780K -$5.17K -35 -0.7%
RFA
1271
Register Financial Advisors
Georgia
$778K -$5.61K -38 -0.8%
EW
1272
Evexia Wealth
Wisconsin
$777K -$4.72K -32 -0.6%
FMWA
1273
Forvis Mazars Wealth Advisors
Missouri
$775K -$22.7K -154 -3%
Fuller & Thaler Asset Management
1274
Fuller & Thaler Asset Management
California
$773K
CWG
1275
Cornerstone Wealth Group
North Carolina
$772K +$63.9K +433 +10%