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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1551
Segment Wealth Management
Texas
$318K +$3.45K +28 +1%
KFS
1552
Kaizen Financial Strategies
California
$318K +$4.19K +34 +1%
MPWS
1553
McCarter Private Wealth Services
Massachusetts
$318K -$30.2K -245 -9%
NRS
1554
Neville Rodie & Shaw
New York
$318K +$311K +2,526 New
FZCM
1555
Flynn Zito Capital Management
New York
$318K +$123 +1 +0%
SCI
1556
Silver Coast Investments
United States
$318K -$59.9K -486 -16%
IEFM
1557
IQ EQ Fund Management
Ireland
$317K -$4.06K -33 -1%
DAM
1558
Doheny Asset Management
California
$317K
PEA
1559
Park Edge Advisors
Ohio
$317K -$60.3K -490 -16%
Bank Julius Baer & Co
1560
Bank Julius Baer & Co
Switzerland
$316K -$29.6K -240 -10%
FSA
1561
Financial Security Advisor
Virginia
$316K +$1.6K +13 +0.5%
SC
1562
Sepio Capital
Utah
$316K +$369 +3 +0.1%
WEG
1563
World Equity Group
Illinois
$316K +$311K +2,524 New
PA
1564
PFG Advisors
Arizona
$315K -$19.2K -156 -6%
TA
1565
TFB Advisors
Kansas
$315K -$19.5K -158 -6%
ES
1566
Eagle Strategies
New York
$315K -$27.1K -220 -8%
BMO
1567
Beck Mack & Oliver
New York
$314K
SFA
1568
Souders Financial Advisors
Ohio
$314K +$308K +2,499 New
CA
1569
CoreCap Advisors
Michigan
$314K +$69.1K +561 +29%
RWA
1570
River Wealth Advisors
Pennsylvania
$312K -$13.1K -106 -4%
FFA
1571
Fi3 Financial Advisors
Indiana
$312K -$13.2K -107 -4%
SPWM
1572
Spartan Planning & Wealth Management
North Carolina
$312K +$305K +2,480 New
UF
1573
Univest Financial
Pennsylvania
$311K +$985 +8 +0.3%
HAS
1574
HBW Advisory Services
California
$311K +$39K +317 +15%
S
1575
Sachetta
Massachusetts
$309K -$8.99K -73 -3%