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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1376
TCFG Wealth Management
California
$313K +$302K +3,003 New
SOAMC
1377
Spirit of America Management Corp
New York
$313K
FOA
1378
Five Oceans Advisors
California
$312K +$101 +1 +0%
TW
1379
TritonPoint Wealth
Maryland
$312K -$4.53K -45 -1%
CWM
1380
Circle Wealth Management
New Jersey
$312K -$17.7K -176 -6%
Bank Julius Baer & Co
1381
Bank Julius Baer & Co
Switzerland
$312K +$66.2K +657 +35%
AUB
1382
Atlantic Union Bankshares
Virginia
$311K
SWG
1383
Summit Wealth Group
Vermont
$311K
FA
1384
FDx Advisors
Illinois
$310K +$299K +2,973 New
BFC
1385
Blue Fin Capital
Rhode Island
$309K
ABC
1386
Associated Banc-Corp
Wisconsin
$308K -$8.16K -81 -3%
LA
1387
Lane & Associates
New Jersey
$308K +$297K +2,951 New
MAM
1388
McLean Asset Management
Virginia
$307K +$604 +6 +0.2%
SMA
1389
Seven Mile Advisory
New Jersey
$307K +$5.54K +55 +2%
PFA
1390
Pathway Financial Advisors
Vermont
$305K +$19.1K +190 +7%
PWP
1391
Perfromance Wealth Partners
Illinois
$305K +$16.7K +166 +6%
FC
1392
Fulcrum Capital
Washington
$304K
ASBI
1393
American State Bank (Iowa)
Iowa
$303K
AA
1394
Auxano Advisors
Washington
$303K +$17.8K +177 +6%
OCBCO
1395
Oversea-Chinese Banking Corp (OCBC)
Singapore
$302K +$290K +2,883 New
OL
1396
Optas LLC
Texas
$299K +$57.2K +568 +25%
TAM
1397
Titleist Asset Management
Texas
$299K -$125K -1,246 -30%
IIM
1398
Ipswich Investment Management
Massachusetts
$297K -$101 -1 -0%
Cohen & Steers
1399
Cohen & Steers
New York
$297K -$63.7K -633 -18%
LSA
1400
Lion Street Advisors
Texas
$295K -$3.93K -39 -1%