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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1426
Primoris Wealth Advisors
Florida
$207K
HCM
1427
Hall Capital Management
Rhode Island
$207K -$5.47K -64 -3%
BTW
1428
Boston Trust Walden
Massachusetts
$207K
ACA
1429
Atlas Capital Advisors
Wyoming
$206K +$51.3K +600 +33%
MAG
1430
Mayfair Advisory Group
Alabama
$206K
PA
1431
PFG Advisors
Arizona
$205K +$1.03K +12 +0.5%
FFA
1432
Founders Financial Alliance
North Carolina
$204K +$205K +2,393 New
AFC
1433
AFT Forsyth & Company
Florida
$204K +$8.55K +100 +4%
VC
1434
Vicus Capital
Pennsylvania
$202K +$7.44K +87 +4%
WRPWM
1435
Werba Rubin Papier Wealth Management
California
$202K +$86 +1 +0%
DWP
1436
Daymark Wealth Partners
Ohio
$202K -$24.7K -289 -11%
GIA
1437
GHP Investment Advisors
Colorado
$202K -$50.5K -590 -20%
HA
1438
HFG Advisors
Ohio
$201K
KS
1439
Karpas Strategies
Connecticut
$201K +$1.45K +17 +0.7%
FAFN
1440
First Affirmative Financial Network
Colorado
$200K +$200K +2,342 New
SWA
1441
Sutton Wealth Advisors
Florida
$198K +$42.3K +495 +27%
GWS
1442
Glassman Wealth Services
Virginia
$197K +$17.2K +201 +10%
OIA
1443
Optimum Investment Advisors
Illinois
$196K
PWMG
1444
Prestige Wealth Management Group
New Jersey
$194K
Kayne Anderson Rudnick Investment Management
1445
Kayne Anderson Rudnick Investment Management
California
$188K
FNBOSM
1446
First National Bank of South Miami
Florida
$188K -$13.2K -154 -7%
HI
1447
Harbour Investments
Wisconsin
$187K -$3.85K -45 -2%
M
1448
MOTCO
Texas
$186K +$8.47K +99 +5%
JFGIW
1449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$185K -$20.1K -235 -10%
BWAM
1450
Boyd Watterson Asset Management
Ohio
$182K +$684 +8 +0.4%