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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1301
Menard Financial Group
Texas
$277K -$332K -3,877 -54%
AL
1302
Aspiriant LLC
California
$277K -$5.56K -65 -2%
GPA
1303
Guerra Pan Advisors
New Jersey
$277K
MF
1304
Manchester Financial
California
$276K
RA
1305
Rational Advisors
New York
$275K -$270K -3,154 -49%
AWM
1306
Aprio Wealth Management
Georgia
$275K -$19.1K -223 -6%
JIC
1307
Johnson Investment Counsel
Ohio
$274K -$27.7K -324 -9%
Hotchkis & Wiley Capital Management
1308
Hotchkis & Wiley Capital Management
California
$273K
WA1
1309
Wimmer Associates 1
California
$272K
FIM
1310
Freedom Investment Management
Connecticut
$270K -$30.1K -352 -10%
JF
1311
Joule Financial
Kentucky
$270K +$257 +3 +0.1%
AA
1312
Apriem Advisors
California
$268K +$17.1K +200 +7%
OCM
1313
Objective Capital Management
Ohio
$268K +$86 +1 +0%
SSWM
1314
Strait & Sound Wealth Management
California
$267K -$19.5K -228 -7%
KP
1315
Keel Point
Alabama
$267K +$32.6K +381 +14%
SVWAG
1316
Sound View Wealth Advisors Group
Georgia
$266K +$43K +503 +19%
FFN
1317
Focus Financial Network
Minnesota
$266K +$39.4K +461 +17%
VNA
1318
Valley National Advisers
Pennsylvania
$266K -$7.7K -90 -3%
PAM
1319
Private Asset Management
California
$263K
KA
1320
Kozak & Associates
Colorado
$261K +$171 +2 +0.1%
FAIM
1321
Financial Advocates Investment Management
Washington
$259K -$48.7K -569 -16%
RWA
1322
Ropes Wealth Advisors
Massachusetts
$259K +$31.9K +373 +14%
NC
1323
NBW Capital
Massachusetts
$258K +$10.5K +123 +4%
SFS
1324
Stiles Financial Services
Minnesota
$258K +$2.14K +25 +0.8%
FOA
1325
Five Oceans Advisors
California
$258K -$3.08K -36 -1%