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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1326
Wimmer Associates 1
California
$289K -$7.2K -90 -3%
AWM
1327
Aprio Wealth Management
Georgia
$288K -$10.5K -131 -4%
TWM
1328
Trueblood Wealth Management
Ohio
$287K +$246K +3,080 New
PVI
1329
Pine Valley Investments
New Jersey
$285K +$37.3K +466 +18%
SC
1330
Sepio Capital
Utah
$285K +$33.5K +419 +16%
JCM
1331
Janney Capital Management
Pennsylvania
$283K -$22.7K -284 -9%
ZF
1332
Zhang Financial
Michigan
$282K +$242K +3,025 New
FOA
1333
Five Oceans Advisors
California
$282K +$240 +3 +0.1%
NWA
1334
Navis Wealth Advisors
New York
$282K +$2.32K +29 +1%
SFS
1335
Stiles Financial Services
Minnesota
$281K +$2.4K +30 +1%
FMTC
1336
Farmers & Merchants Trust Company
California
$281K -$12.6K -158 -5%
ORC
1337
O'Rourke & Company
Massachusetts
$281K +$1.52K +19 +0.6%
MF
1338
Manchester Financial
California
$281K -$960 -12 -0.4%
ECM
1339
Evergreen Capital Management
Washington
$280K -$260K -3,255 -52%
SOAMC
1340
Spirit of America Management Corp
New York
$280K
EL
1341
EMFO LLC
Florida
$280K +$80K +1,000 +50%
PWM
1342
Proathlete Wealth Management
Florida
$278K +$238K +2,981 New
NPT
1343
National Philanthropic Trust
Pennsylvania
$278K +$238K +2,980 New
OCM
1344
Objective Capital Management
Ohio
$278K -$8.32K -104 -3%
ABC
1345
Associated Banc-Corp
Wisconsin
$277K +$20.8K +260 +10%
BFC
1346
Blue Fin Capital
Rhode Island
$276K +$237K +2,965 New
PEA
1347
Park Edge Advisors
Ohio
$275K -$425K -5,314 -64%
AAS
1348
Ameritas Advisory Services
Nebraska
$275K +$243K +3,035 New
MCM
1349
Manchester Capital Management
Vermont
$274K -$20.2K -252 -8%
FC
1350
Fulcrum Capital
Washington
$272K +$13K +162 +6%