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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SMWM
1351
Silvia McColl Wealth Management
California
$475K -$62.9K -488 -11%
XSC
1352
X-Square Capital
Puerto Rico
$474K +$129 +1 +0%
JWM
1353
Jackson Wealth Management
Florida
$474K +$523K +4,060 New
SFP
1354
Shepherd Financial Partners
Massachusetts
$473K +$39K +303 +8%
Kayne Anderson Rudnick Investment Management
1355
Kayne Anderson Rudnick Investment Management
California
$473K +$226K +1,754 +76%
CA
1356
Calton & Associates
Florida
$471K -$64.2K -498 -11%
AIM
1357
Allen Investment Management
New York
$471K
CH
1358
Cromwell Holdings
Wyoming
$471K
TC
1359
TFR Capital
Texas
$469K +$518K +4,023 New
SFA
1360
Souders Financial Advisors
Ohio
$469K +$196K +1,520 +61%
FCH
1361
Freestone Capital Holdings
Washington
$468K +$32.9K +255 +7%
OFS
1362
OneAscent Financial Services
Alabama
$466K +$519K +4,024 New
YP
1363
YANKCOM Partnership
South Dakota
$465K +$13.8K +107 +3%
QWP
1364
Quotient Wealth Partners
Texas
$463K +$9.66K +75 +2%
OCM
1365
One Capital Management
California
$460K +$38K +295 +8%
BAM
1366
Broyhill Asset Management
North Carolina
$457K +$32K +248 +7%
CA
1367
Continuum Advisory
Idaho
$456K +$35K +272 +7%
ACG
1368
Allen Capital Group
Nebraska
$456K +$20.1K +156 +4%
BCA
1369
Bay Colony Advisors
Massachusetts
$455K -$773 -6 -0.2%
SCM
1370
SOL Capital Management
Maryland
$452K
CHAM
1371
Clear Harbor Asset Management
Connecticut
$452K +$64.4K +500 +15%
JCIA
1372
Jackson Creek Investment Advisors
Colorado
$451K +$12.1K +94 +2%
AWA
1373
Amplius Wealth Advisors
Pennsylvania
$450K +$1.03K +8 +0.2%
BONST
1374
Bank of Nova Scotia Trust
Ontario, Canada
$450K -$7.34K -57 -1%
IA
1375
Integrity Alliance
Iowa
$449K +$496K +3,850 New