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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1551
HBW Advisory Services
California
$211K -$89.2K -937 -30%
LS
1552
Livforsakringsbolaget Skandia
Sweden
$210K -$47.6K -500 -19%
AWA
1553
Alta Wealth Advisors
Massachusetts
$210K -$19K -200 -8%
FIC
1554
FCG Investment Company
Tennessee
$208K -$1.9K -20 -0.9%
LGG
1555
Luts & Greenleigh Group
Maryland
$208K +$204K +2,138 New
MCWA
1556
Meadow Creek Wealth Advisors
Georgia
$208K +$203K +2,135 New
SPI
1557
Sutton Place Investors
New York
$207K +$203K +2,131 New
JWCA
1558
J.W. Coons Advisors
Ohio
$206K +$202K +2,121 New
WPW
1559
Warther Private Wealth
Ohio
$206K +$201K +2,115 New
JCM
1560
Jacobsen Capital Management
Utah
$205K +$201K +2,114 New
GSIAS
1561
Garden State Investment Advisory Services
New Jersey
$205K +$200K +2,106 New
BWAM
1562
Boyd Watterson Asset Management
Ohio
$205K
NHT
1563
New Hampshire Trust
New Hampshire
$205K +$200K +2,105 New
IP
1564
Investment Partners
Ohio
$204K +$200K +2,098 New
IGGA
1565
Iron Gate Global Advisors
Utah
$203K +$199K +2,092 New
MIM
1566
Macroview Investment Management
Maryland
$203K +$952 +10 +0.5%
MC
1567
Mirabaud & Cie
Switzerland
$203K +$199K +2,090 New
HWM
1568
Hemington Wealth Management
Virginia
$203K +$199K +2,093 New
M
1569
MOTCO
Texas
$203K -$2.67K -28 -1%
BFA
1570
Beacon Financial Advisory
Ohio
$202K +$198K +2,080 New
CAL
1571
Capital Advisors Ltd
Ohio
$202K +$1.71K +18 +0.9%
Bank Julius Baer & Co
1572
Bank Julius Baer & Co
Switzerland
$202K +$101K +1,065 +133%
BSHC
1573
Breed's Hill Capital
Massachusetts
$200K +$196K +2,059 New
KCM
1574
Kanawha Capital Management
Virginia
$200K +$196K +2,058 New
TSMHT
1575
Thurston Springer Miller Herd & Titak
Indiana
$200K +$196K +2,057 New