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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
1326
Cornerstone Wealth Group
North Carolina
$930K +$63.6K +381 +8%
SWP
1327
Strategic Wealth Partners
Ohio
$929K +$37K +222 +4%
IWM
1328
Integris Wealth Management
California
$929K
BWP
1329
Barlow Wealth Partners
Kentucky
$925K
QWP
1330
Quotient Wealth Partners
Texas
$925K -$7.01K -42 -0.8%
CWM
1331
Cornerstone Wealth Management
Missouri
$922K -$7.84K -47 -0.9%
SFS
1332
Strategic Financial Services
New York
$922K
BONH
1333
Bank of New Hampshire
New Hampshire
$920K -$30.9K -185 -3%
Los Angeles Capital Management
1334
Los Angeles Capital Management
California
$918K -$111K -665 -11%
KWM
1335
Kingsman Wealth Management
Florida
$916K +$316K +1,894 +58%
UCB
1336
United Community Bank
South Carolina
$911K +$834 +5 +0.1%
APM
1337
a16z Perennial Management
California
$911K -$7.51K -45 -0.9%
VCM
1338
Vivaldi Capital Management
Illinois
$910K -$2.5K -15 -0.3%
FMWA
1339
Forvis Mazars Wealth Advisors
Missouri
$909K +$40.2K +241 +5%
AA
1340
Addison Advisors
Vermont
$906K
VCM
1341
Versant Capital Management
Arizona
$906K -$326K -1,954 -28%
PWM
1342
Palacios Wealth Management
Florida
$903K -$10.8K -65 -1%
AMPWP
1343
Alvarez & Marsal Private Wealth Partners
Florida
$901K +$847K +5,078 New
WE
1344
Wealth Effects
Massachusetts
$901K
FDS
1345
First Dallas Securities
Texas
$899K
HIA
1346
Harbor Investment Advisory
Maryland
$896K -$20.7K -124 -2%
AAS
1347
Ameritas Advisory Services
Nebraska
$889K +$585K +3,508 +234%
PI
1348
Parkside Investments
Illinois
$888K -$334K -2,000 -29%
DLP
1349
De Lisle Partners
United Kingdom
$888K
LCGC
1350
Legacy Capital Group California
California
$887K -$9.17K -55 -1%