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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1301
Frisch Financial Group
New York
$339K -$4.75K -54 -1%
AA
1302
Alta Advisers
United Kingdom
$339K – – –
RWB
1303
RMR Wealth Builders
New Jersey
$337K -$31.1K -353 -9%
QFA
1304
Quantum Financial Advisors
California
$336K -$264 -3 -0.1%
VAS
1305
Vestmark Advisory Solutions
Massachusetts
$335K -$62.8K -713 -17%
Cohen & Steers
1306
Cohen & Steers
New York
$335K – – –
RC
1307
Roundview Capital
New Jersey
$334K -$125K -1,416 -29%
AWM
1308
Aprio Wealth Management
Georgia
$333K +$39.3K +446 +14%
JAG
1309
Journey Advisory Group
Kentucky
$331K +$16K +182 +5%
GFG
1310
Goldstone Financial Group
Illinois
$329K +$17.3K +196 +6%
ACM
1311
AlphaStar Capital Management
North Carolina
$328K +$307K +3,484 New
TC
1312
Truvestments Capital
Florida
$327K +$257K +2,914 +523%
SIC
1313
Samalin Investment Counsel
New York
$324K -$65K -738 -18%
CCWM
1314
Cassaday & Co Wealth Management
Virginia
$324K +$303K +3,437 New
AF
1315
Alerus Financial
North Dakota
$322K – – –
OCBCO
1316
Oversea-Chinese Banking Corp (OCBC)
Singapore
$322K -$134K -1,519 -31%
BP
1317
BNP Paribas
France
$322K +$301K +3,415 New
SL
1318
Sentinus LLC
Illinois
$321K +$300K +3,409 New
RMAM
1319
Raab & Moskowitz Asset Management
New Jersey
$320K +$6.34K +72 +2%
FPAS
1320
Focus Partners Advisor Solutions
Missouri
$320K +$86.5K +982 +41%
ANBT
1321
American National Bank & Trust
Texas
$319K -$7.31K -83 -2%
MSAM
1322
Moloney Securities Asset Management
Missouri
$319K +$352 +4 +0.1%
PFWA
1323
Paces Ferry Wealth Advisors
Georgia
$318K -$12.4K -141 -4%
DSC
1324
Duncker Streett & Co
Missouri
$317K – – –
CAMG
1325
CWA Asset Management Group
Florida
$316K +$103K +1,166 +53%