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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1401
Frisch Financial Group
New York
$436K +$6.18K +48 +1%
AIM
1402
Advyzon Investment Management
Illinois
$430K -$65.7K -510 -12%
JWM
1403
JGP Wealth Management
Oregon
$430K +$37.4K +290 +9%
VFA
1404
Voya Financial Advisors
Connecticut
$430K -$48.1K -373 -9%
CWM
1405
Centric Wealth Management
Illinois
$429K – – –
JSW
1406
Journey Strategic Wealth
New Jersey
$427K +$43K +334 +10%
PWPS
1407
Pinnacle Wealth Planning Services
Ohio
$427K +$25.8K +200 +6%
WSCM
1408
Wellington Shields Capital Management
New York
$427K – – –
WIS
1409
Wright Investors Service
Connecticut
$427K -$46.8K -363 -9%
RPSA
1410
Richard P. Slaughter Associates
Texas
$425K -$2.32M -18,026 -83%
FFBTD
1411
First Financial Bank - Trust Division
Ohio
$425K +$14.8K +115 +3%
OFW
1412
Omnia Family Wealth
Florida
$423K +$62.2K +483 +15%
TIA
1413
Tiemann Investment Advisors
California
$422K -$25.8K -200 -5%
TW
1414
TritonPoint Wealth
Maryland
$422K +$28.2K +219 +6%
WAG
1415
Wallace Advisory Group
California
$422K +$3.48K +27 +0.8%
MCM
1416
Manchester Capital Management
Vermont
$421K +$24.7K +192 +6%
WAM
1417
Weiss Asset Management
Massachusetts
$418K -$31M -240,463 -99%
VCM
1418
Versant Capital Management
Arizona
$418K +$169K +1,313 +58%
RIA
1419
Richwood Investment Advisors
Ohio
$417K -$22.8K -177 -5%
WPA
1420
Wealth Preservation Advisors
Tennessee
$417K +$461K +3,574 New
AWG
1421
Altus Wealth Group
Colorado
$412K +$6.96K +54 +2%
FNB
1422
Farmers National Bank
Kentucky
$411K -$1.8K -14 -0.4%
RYIA
1423
Roehl & Yi Investment Advisors
Oregon
$407K +$2.45K +19 +0.5%
RW
1424
RVW Wealth
California
$406K +$448K +3,479 New
WFI
1425
West Family Investments
California
$406K +$68.2K +529 +18%