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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RA
1526
Resolute Advisors
California
$30K – – –
MCM
1527
Manchester Capital Management
Vermont
$29K -$9.02K -91 -23%
ICM
1528
Islay Capital Management
Texas
$29K – – –
PCM
1529
Penserra Capital Management
California
$29K +$4.95K +50 +20%
RWM
1530
Raffa Wealth Management
District of Columbia
$28.5K -$11K -111 -27%
PP
1531
Pacifica Partners
Canada
$28K – – –
COCM
1532
Charter Oak Capital Management
New Hampshire
$27K – – –
GM
1533
GeoWealth Management
Illinois
$26K -$62.9K -635 -70%
PSB
1534
Piscataqua Savings Bank
New Hampshire
$26K – – –
HA
1535
Herold Advisors
New York
$24K +$24.8K +250 New
AA
1536
Addison Advisors
Vermont
$23K – – –
PWA
1537
Phoenix Wealth Advisors
North Carolina
$21K – – –
BCM
1538
Bourgeon Capital Management
Connecticut
$19K -$991K -10,000 -98%
CAM
1539
Costello Asset Management
Pennsylvania
$19K – – –
NC
1540
NewSquare Capital
Pennsylvania
$19K – – –
SIS
1541
Sound Income Strategies
Florida
$18K +$99 +1 +0.5%
AP
1542
Atwood & Palmer
Missouri
$18K +$11.9K +120 +171%
CFA
1543
Cahill Financial Advisors
Minnesota
$17K +$17.4K +176 New
WAM
1544
Wolverine Asset Management
Illinois
$16K -$496K -5,004 -97%
CAM
1545
CenterStar Asset Management
Illinois
$16K – – –
SCA
1546
Stuart Chaussee & Associates
California
$16K – – –
JWA
1547
JFS Wealth Advisors
Pennsylvania
$16K +$7.83K +79 +93%
FPB
1548
First PREMIER Bank
South Dakota
$15K – – –
MFT
1549
Moisand Fitzgerald Tamayo
Florida
$15K – – –
TCM
1550
Tradewinds Capital Management
Washington
$15K – – –