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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1401
Trueblood Wealth Management
Ohio
$526K +$33.9K +276 +8%
VA
1402
Valmark Advisers
Ohio
$525K -$48.6K -396 -10%
CWM
1403
Centric Wealth Management
Illinois
$524K -$1.84K -15 -0.4%
MHR
1404
Matthew Hamilton Rosenberg
$524K -$55.6K -453 -11%
SAW
1405
Signal Advisors Wealth
Michigan
$523K -$8.23K -67 -2%
TWM
1406
Topsail Wealth Management
North Carolina
$519K -$70.1K -571 -13%
VFA
1407
Voya Financial Advisors
Connecticut
$517K -$6.26K -51 -1%
FFO
1408
Fiduciary Family Office
Florida
$516K +$100K +818 +29%
TC
1409
TwinBeech Capital
New York
$515K -$505K -4,109 -53%
MSA
1410
Marino Stram & Associates
Massachusetts
$515K -$16.2K -132 -3%
SL
1411
Sentinus LLC
Illinois
$514K +$44.3K +361 +11%
EWA
1412
Exencial Wealth Advisors
Oklahoma
$513K -$93.5K -761 -17%
AWA
1413
Arete Wealth Advisors
Illinois
$512K -$1.04M -8,489 -70%
BWG
1414
Beta Wealth Group
California
$512K -$135K -1,096 -23%
NHT
1415
New Hampshire Trust
New Hampshire
$504K +$149K +1,217 +51%
BAM
1416
Belpointe Asset Management
Nevada
$503K +$13.8K +112 +3%
JWM
1417
JGP Wealth Management
Oregon
$502K -$14.9K -121 -3%
MCM
1418
Manchester Capital Management
Vermont
$502K -$5.04K -41 -1%
PCG
1419
Prosperity Consulting Group
Maryland
$499K +$46.7K +380 +12%
AGWCA
1420
Annis Gardner Whiting Capital Advisors
Florida
$496K +$36.8K +300 +9%
WBG
1421
Wharton Business Group
Pennsylvania
$495K -$346K -2,820 -45%
FNB
1422
Farmers National Bank
Kentucky
$495K -$983 -8 -0.2%
AAS
1423
Ameritas Advisory Services
Nebraska
$494K +$48.6K +396 +13%
AFG
1424
Allegheny Financial Group
Pennsylvania
$493K +$2.58K +21 +0.6%
TIA
1425
Tiemann Investment Advisors
California
$492K -$15.4K -125 -3%