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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RP
1351
Riverwater Partners
Wisconsin
$476K +$21.8K +169 +4%
DJSG
1352
D.J. St. Germain
Massachusetts
$475K +$32.7K +254 +7%
SMWM
1353
Silvia McColl Wealth Management
California
$475K -$62.9K -488 -11%
XSC
1354
X-Square Capital
Puerto Rico
$474K +$129 +1 +0%
JWM
1355
Jackson Wealth Management
Florida
$474K +$523K +4,060 New
SFP
1356
Shepherd Financial Partners
Massachusetts
$473K +$39K +303 +8%
Kayne Anderson Rudnick Investment Management
1357
Kayne Anderson Rudnick Investment Management
California
$473K +$226K +1,754 +76%
CA
1358
Calton & Associates
Florida
$471K -$64.2K -498 -11%
AIM
1359
Allen Investment Management
New York
$471K – – –
CH
1360
Cromwell Holdings
Wyoming
$471K – – –
TC
1361
TFR Capital
Texas
$469K +$518K +4,023 New
SFA
1362
Souders Financial Advisors
Ohio
$469K +$196K +1,520 +61%
FCH
1363
Freestone Capital Holdings
Washington
$468K +$32.9K +255 +7%
OFS
1364
OneAscent Financial Services
Alabama
$466K +$519K +4,024 New
YP
1365
YANKCOM Partnership
South Dakota
$465K +$13.8K +107 +3%
QWP
1366
Quotient Wealth Partners
Texas
$463K +$9.66K +75 +2%
OCM
1367
One Capital Management
California
$460K +$38K +295 +8%
BAM
1368
Broyhill Asset Management
North Carolina
$457K +$32K +248 +7%
CA
1369
Continuum Advisory
Idaho
$456K +$35K +272 +7%
ACG
1370
Allen Capital Group
Nebraska
$456K +$20.1K +156 +4%
BCA
1371
Bay Colony Advisors
Massachusetts
$455K -$773 -6 -0.2%
SCM
1372
SOL Capital Management
Maryland
$452K – – –
CHAM
1373
Clear Harbor Asset Management
Connecticut
$452K +$64.4K +500 +15%
JCIA
1374
Jackson Creek Investment Advisors
Colorado
$451K +$12.1K +94 +2%
AWA
1375
Amplius Wealth Advisors
Pennsylvania
$450K +$1.03K +8 +0.2%