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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1401
Tributary Capital Management
Nebraska
$262K -$8.81K -100 -3%
FGA
1402
Fortis Group Advisors
New Jersey
$262K -$1.32K -15 -0.5%
FCA
1403
FinTrust Capital Advisors
South Carolina
$261K +$87.9K +998 +56%
RIA
1404
Richwood Investment Advisors
Ohio
$260K -$35.3K -401 -13%
MAM
1405
McLean Asset Management
Virginia
$260K -$2.11K -24 -0.9%
OA
1406
Oracle Alpha
Ontario, Canada
$260K -$34.2K -388 -12%
PWP
1407
Perfromance Wealth Partners
Illinois
$260K -$6.87K -78 -3%
TW
1408
TritonPoint Wealth
Maryland
$260K -$7.57K -86 -3%
AI
1409
Accredited Investors
Minnesota
$259K -$56.4K -640 -19%
LSA
1410
Lion Street Advisors
Texas
$259K – – –
AAS
1411
Ameritas Advisory Services
Nebraska
$259K -$23.1K -262 -9%
LEA
1412
Legacy Edge Advisors
New York
$259K +$12.7K +144 +6%
EFSCE
1413
Enterprise Financial Services Corp (EFSC)
Missouri
$259K -$7.04K -80 -3%
SSWM
1414
Strait & Sound Wealth Management
California
$259K -$5.9K -67 -2%
CHAM
1415
Clear Harbor Asset Management
Connecticut
$258K +$2.82K +32 +1%
JSC
1416
Jackson Square Capital
California
$258K – – –
FTIS
1417
First Trust Investment Solutions
Florida
$258K +$9.34K +106 +4%
PFA
1418
Pathway Financial Advisors
Vermont
$258K +$88 +1 +0%
DM
1419
Deerfield Management
New York
$257K +$241K +2,734 New
IIM
1420
InTrack Investment Management
Vermont
$257K +$241K +2,733 New
VCG
1421
Vantage Consulting Group
Virginia
$257K -$10.2K -116 -4%
PWM
1422
Paulson Wealth Management
Illinois
$257K – – –
CA
1423
Crewe Advisors
Utah
$257K +$240K +2,726 New
SRL
1424
Scientech Research LLC
New Jersey
$256K +$240K +2,720 New
BP
1425
Broadleaf Partners
Ohio
$256K – – –