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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1276
JGP Wealth Management
Oregon
$289K -$3.41K -40 -1%
WAG
1277
Wallace Advisory Group
California
$286K +$286K +3,359 New
ISWM
1278
Independent Solutions Wealth Management
New York
$284K
FAG
1279
Fortitude Advisory Group
Washington
$283K +$3.24K +38 +1%
AL
1280
Aspiriant LLC
California
$282K +$31.4K +369 +13%
RWB
1281
RMR Wealth Builders
New Jersey
$281K -$248K -2,904 -47%
SC
1282
Sepio Capital
Utah
$280K -$1.96M -22,948 -87%
AT
1283
American Trust
Kentucky
$279K -$11.1K -130 -4%
CAI
1284
Capital Advisors Inc
Oklahoma
$279K +$4.26K +50 +2%
PSCM
1285
Per Stirling Capital Management
Texas
$278K +$278K +3,266 New
VNA
1286
Valley National Advisers
Pennsylvania
$277K -$11.7K -137 -4%
DCM
1287
DGS Capital Management
New Jersey
$277K +$511 +6 +0.2%
GP
1288
Girard Partners
Pennsylvania
$276K +$277K +3,248 New
CL
1289
Choreo LLC
Illinois
$276K -$16.4K -193 -6%
DFG
1290
Delta Financial Group
New Jersey
$276K +$277K +3,246 New
JIC
1291
Johnson Investment Counsel
Ohio
$276K +$20.3K +238 +8%
GPA
1292
Guerra Pan Advisors
New Jersey
$275K
NB
1293
NBT Bank
New York
$275K +$25.6K +300 +10%
CB
1294
CNB Bank
Pennsylvania
$275K
KLCM
1295
KG&L Capital Management
Louisiana
$274K -$121K -1,425 -31%
QPWM
1296
Quadrant Private Wealth Management
Pennsylvania
$273K +$274K +3,211 New
TFCP
1297
Twin Focus Capital Partners
Massachusetts
$273K
Hotchkis & Wiley Capital Management
1298
Hotchkis & Wiley Capital Management
California
$272K -$25.6K -300 -9%
SAG
1299
SageView Advisory Group
California
$272K +$272K +3,195 New
BFA
1300
Bragg Financial Advisors
North Carolina
$271K -$682 -8 -0.3%