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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
1326
Northern Financial Advisors
Michigan
$1.14M +$396 +2 +0%
RFA
1327
Resurgent Financial Advisors
Georgia
$1.14M +$28.3K +143 +3%
EI
1328
Ellevest Inc
New York
$1.14M -$73.3K -370 -6%
QP
1329
Quilter Plc
United Kingdom
$1.14M +$35.6K +180 +3%
GM
1330
GeoWealth Management
Illinois
$1.14M -$35.4K -179 -3%
AAS
1331
Ameritas Advisory Services
Nebraska
$1.14M +$205K +1,033 +23%
FSA
1332
Fort Sheridan Advisors
Illinois
$1.14M +$396 +2 +0%
ATC
1333
Adirondack Trust Company
New York
$1.13M -$17.8K -90 -2%
FAL
1334
Focused Alpha LLC
Colorado
$1.13M +$7.53K +38 +0.7%
PWMG
1335
Prestige Wealth Management Group
New Jersey
$1.13M +$366K +1,848 +52%
AF
1336
Advisornet Financial
Minnesota
$1.13M +$25K +126 +2%
RMDI
1337
R.M. Davis Inc
Maine
$1.13M -$6.73K -34 -0.6%
MA
1338
MCF Advisors
Kentucky
$1.12M -$301K -1,518 -22%
JWWM
1339
Johnson & White Wealth Management
Pennsylvania
$1.12M -$68.3K -345 -6%
MBTD
1340
Mechanics Bank - Trust Department
California
$1.12M -$15.8K -80 -1%
HCM
1341
Hodges Capital Management
Texas
$1.12M -$4.32M -21,817 -80%
HIA
1342
Harbor Investment Advisory
Maryland
$1.12M +$120K +606 +13%
SWA
1343
SFMG Wealth Advisors
Texas
$1.12M +$71.7K +362 +7%
SBFM
1344
S-Bank Fund Management
Finland
$1.11M +$1.05M +5,324 New
CP
1345
Canopy Partners
Ohio
$1.11M -$3.37K -17 -0.3%
BPCE
1346
Bank Pictet & Cie (Europe)
Germany
$1.11M -$36.8K -186 -3%
RLIM
1347
Red Lighthouse Investment Management
New York
$1.11M +$4.75K +24 +0.5%
CWM
1348
Cornerstone Wealth Management
Missouri
$1.11M -$65.7K -332 -6%
PWPS
1349
Pinnacle Wealth Planning Services
Ohio
$1.1M -$1.98K -10 -0.2%
CG
1350
Clifford Group
Massachusetts
$1.1M -$66.3K -335 -6%