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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1351
SSI Investment Management
California
$242K
CWP
1352
Concord Wealth Partners
Virginia
$242K -$240K -2,817 -50%
BOM
1353
Bank of Marin
California
$241K -$2.56K -30 -1%
MCM
1354
Manchester Capital Management
Vermont
$241K -$2.98K -35 -1%
BMM
1355
Buffington Mohr McNeal
Idaho
$240K -$12.2K -143 -5%
PFA
1356
Pathway Financial Advisors
Vermont
$240K
PA
1357
PFG Advisors
Arizona
$239K +$240K +2,812 New
EA
1358
Ellsworth Advisors
Ohio
$239K +$211K +2,472 New
DA
1359
Detalus Advisors
Missouri
$238K
CCFM
1360
Clear Creek Financial Management
Washington
$238K +$239K +2,800 New
AWA
1361
Arkadios Wealth Advisors
Georgia
$238K +$238K +2,798 New
AFS
1362
Annapolis Financial Services
Maryland
$238K -$49.5K -581 -17%
NCM
1363
Novare Capital Management
North Carolina
$236K +$1.28K +15 +0.5%
RCM
1364
Raleigh Capital Management
North Carolina
$235K -$20K -235 -8%
WI
1365
WrapManager Inc
California
$235K -$597 -7 -0.3%
HI
1366
Harbour Investments
Wisconsin
$233K +$30.2K +354 +15%
BCM
1367
Bluefin Capital Management
New York
$233K +$234K +2,740 New
PS
1368
Planned Solutions
California
$232K
DAM
1369
Doheny Asset Management
California
$232K
BP
1370
Broadleaf Partners
Ohio
$231K
FPWM
1371
FSB Premier Wealth Management
Iowa
$231K +$85 +1 +0%
RC
1372
Reik & Co
New York
$230K
OC
1373
Oakworth Capital
Alabama
$230K -$767 -9 -0.3%
Fuller & Thaler Asset Management
1374
Fuller & Thaler Asset Management
California
$229K -$134K -1,575 -37%
WCWM
1375
Willow Creek Wealth Management
California
$229K +$230K +2,697 New