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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1426
Allegheny Financial Group
Pennsylvania
$406K +$91.1K +707 +26%
SIM
1427
Sentry Investment Management
Wisconsin
$404K -$154K -1,197 -23%
CVM
1428
Cheviot Value Management
California
$404K +$435K +3,375 New
BAM
1429
Belpointe Asset Management
Nevada
$403K -$517K -4,012 -54%
JAG
1430
Journey Advisory Group
Kentucky
$403K -$7.99K -62 -2%
TWM
1431
Trueblood Wealth Management
Ohio
$403K +$48.4K +376 +12%
NL
1432
NWAM LLC
Washington
$402K -$15.7K -122 -3%
TSMHT
1433
Thurston Springer Miller Herd & Titak
Indiana
$401K +$141K +1,096 +47%
TPA
1434
Trivium Point Advisory
Connecticut
$400K +$109K +846 +33%
DIA
1435
Davidson Investment Advisors
Montana
$400K – – –
CBOR
1436
Community Bank of Raymore
Missouri
$399K – – –
Cohen & Steers
1437
Cohen & Steers
New York
$397K +$50.9K +395 +13%
SC
1438
Sapient Capital
Indiana
$396K -$52.7K -409 -11%
WPW
1439
Waldron Private Wealth
Pennsylvania
$396K -$551K -4,279 -56%
AL
1440
Aspiriant LLC
California
$393K +$52.2K +405 +14%
CBA
1441
Coastal Bridge Advisors
Connecticut
$391K +$432K +3,355 New
HAS
1442
HBW Advisory Services
California
$391K +$113K +878 +36%
CIC
1443
Crawford Investment Counsel
Georgia
$390K +$8.12K +63 +2%
QFA
1444
Quantum Financial Advisors
California
$390K – – –
VHAM
1445
Van Hulzen Asset Management
California
$390K -$14K -109 -3%
FFN
1446
Focus Financial Network
Minnesota
$389K +$16.5K +128 +4%
XC
1447
XY Capital
Hong Kong
$389K +$274K +2,130 +177%
SI
1448
Severin Investments
Missouri
$389K +$49.1K +381 +13%
PFWA
1449
Paces Ferry Wealth Advisors
Georgia
$387K -$4.9K -38 -1%
ZF
1450
Zhang Financial
Michigan
$386K -$37.6K -292 -8%