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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
JSC
1376
Jackson Square Capital
California
$256K -$47.4K -592 -18%
PFA
1377
Pathway Financial Advisors
Vermont
$255K
TNA
1378
True North Advisors
Texas
$254K +$1.44K +18 +0.7%
PWM
1379
Paulson Wealth Management
Illinois
$254K +$218K +2,727 New
EP
1380
Edgestream Partners
New Jersey
$254K -$1.11M -13,887 -84%
BP
1381
Broadleaf Partners
Ohio
$254K
CWM
1382
Curi Wealth Management
North Carolina
$253K +$217K +2,715 New
SGI
1383
Summit Global Investments
Utah
$253K +$2K +25 +0.9%
CHAM
1384
Clear Harbor Asset Management
Connecticut
$253K -$280K -3,500 -56%
NFSG
1385
Newbridge Financial Services Group
Florida
$251K +$216K +2,695 New
GP
1386
Girard Partners
Pennsylvania
$251K -$10.7K -134 -5%
OWA
1387
One Wealth Advisors
California
$250K +$13K +162 +6%
OC
1388
Opinicus Capital
Florida
$250K +$215K +2,682 New
Kayne Anderson Rudnick Investment Management
1389
Kayne Anderson Rudnick Investment Management
California
$250K +$33.3K +416 +18%
AA
1390
Argent Advisors
Louisiana
$250K
LS
1391
Livforsakringsbolaget Skandia
Sweden
$248K +$79.9K +999 +60%
PRWA
1392
Platte River Wealth Advisors
Colorado
$248K -$107K -1,340 -34%
EA
1393
Ellsworth Advisors
Ohio
$247K +$212K +2,650 New
OC
1394
Oakworth Capital
Alabama
$247K +$4.08K +51 +2%
FTIS
1395
First Trust Investment Solutions
Florida
$245K +$211K +2,632 New
FGA
1396
Fortis Group Advisors
New Jersey
$245K
BOPW
1397
Brandywine Oak Private Wealth
Pennsylvania
$245K
DJSG
1398
D.J. St. Germain
Massachusetts
$245K -$5.68K -71 -3%
HWMG
1399
Hurlow Wealth Management Group
Indiana
$245K -$720 -9 -0.3%
PWP
1400
Precedent Wealth Partners
Texas
$245K +$210K +2,626 New