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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1426
Belpointe Asset Management
Nevada
$403K -$517K -4,012 -54%
JAG
1427
Journey Advisory Group
Kentucky
$403K -$7.99K -62 -2%
TWM
1428
Trueblood Wealth Management
Ohio
$403K +$48.4K +376 +12%
NL
1429
NWAM LLC
Washington
$402K -$15.7K -122 -3%
TSMHT
1430
Thurston Springer Miller Herd & Titak
Indiana
$401K +$141K +1,096 +47%
TPA
1431
Trivium Point Advisory
Connecticut
$400K +$109K +846 +33%
DIA
1432
Davidson Investment Advisors
Montana
$400K
CBOR
1433
Community Bank of Raymore
Missouri
$399K
Cohen & Steers
1434
Cohen & Steers
New York
$397K +$50.9K +395 +13%
SC
1435
Sapient Capital
Indiana
$396K -$52.7K -409 -11%
WPW
1436
Waldron Private Wealth
Pennsylvania
$396K -$551K -4,279 -56%
AL
1437
Aspiriant LLC
California
$393K +$52.2K +405 +14%
CBA
1438
Coastal Bridge Advisors
Connecticut
$391K +$432K +3,355 New
HAS
1439
HBW Advisory Services
California
$391K +$113K +878 +36%
CIC
1440
Crawford Investment Counsel
Georgia
$390K +$8.12K +63 +2%
QFA
1441
Quantum Financial Advisors
California
$390K
VHAM
1442
Van Hulzen Asset Management
California
$390K -$14K -109 -3%
FFN
1443
Focus Financial Network
Minnesota
$389K +$16.5K +128 +4%
XC
1444
XY Capital
Hong Kong
$389K +$274K +2,130 +177%
SI
1445
Severin Investments
Missouri
$389K +$49.1K +381 +13%
PFWA
1446
Paces Ferry Wealth Advisors
Georgia
$387K -$4.9K -38 -1%
ZF
1447
Zhang Financial
Michigan
$386K -$37.6K -292 -8%
CWM
1448
Castle Wealth Management
Florida
$385K -$36.2K -281 -8%
PCA
1449
Pallas Capital Advisors
Massachusetts
$385K +$35K +272 +9%
ESB
1450
Essex Savings Bank
Connecticut
$384K -$12.9K -100 -3%