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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FFO
1526
Fiduciary Family Office
Florida
$332K +$367K +2,846 New
AO
1527
Advisor OS
Illinois
$332K +$19.8K +154 +6%
AA
1528
Auxano Advisors
Washington
$331K -$20.6K -160 -5%
BBA
1529
BLB&B Advisors
Pennsylvania
$331K +$52.3K +406 +17%
FA
1530
Fiducient Advisors
Illinois
$330K -$9.02K -70 -2%
TWM
1531
TCFG Wealth Management
California
$330K -$6.7K -52 -2%
OC
1532
Oakworth Capital
Alabama
$330K -$167K -1,295 -31%
CM
1533
Cercano Management
Washington
$328K
GSWM
1534
Golden State Wealth Management
California
$326K +$14.8K +115 +4%
WAG
1535
Winthrop Advisory Group
Massachusetts
$325K +$359K +2,789 New
EA
1536
Everpar Advisors
Oklahoma
$325K -$30.9K -240 -8%
LEA
1537
Legacy Edge Advisors
New York
$325K
SCI
1538
Silver Coast Investments
United States
$323K +$31.7K +246 +10%
PL
1539
Plancorp LLC
Missouri
$322K +$26.4K +205 +8%
JSC
1540
Jackson Square Capital
California
$320K -$2.45K -19 -0.7%
Bank Julius Baer & Co
1541
Bank Julius Baer & Co
Switzerland
$319K +$58.5K +454 +20%
HFM
1542
Harvest Fund Management
China
$319K -$540K -4,188 -60%
CNB
1543
Camden National Bank
Maine
$319K -$19.8K -154 -5%
MCWA
1544
Meadow Creek Wealth Advisors
Georgia
$319K +$19.7K +153 +6%
CAIMH
1545
Central Asset Investments & Management Holdings
Hong Kong
$317K -$1.28M -9,900 -78%
BP
1546
Broadleaf Partners
Ohio
$317K
LSA
1547
Lion Street Advisors
Texas
$316K +$2.32K +18 +0.7%
AC
1548
Apella Capital
Connecticut
$316K +$365K +2,830 New
BOPW
1549
Brandywine Oak Private Wealth
Pennsylvania
$316K
BCM
1550
Bluefin Capital Management
New York
$315K +$348K +2,700 New