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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
OWG
1551
Oxford Wealth Group
Florida
$622K +$584K +3,503 New
WIS
1552
Wright Investors Service
Connecticut
$621K -$17.5K -105 -3%
TW
1553
TritonPoint Wealth
Maryland
$620K -$67.4K -404 -10%
RW
1554
RVW Wealth
California
$619K +$11.7K +70 +2%
PCA
1555
Pallas Capital Advisors
Massachusetts
$617K +$81.4K +488 +16%
WI
1556
WBI Investments
New Jersey
$616K +$578K +3,467 New
MA
1557
MJP Associates
Connecticut
$613K +$14.7K +88 +3%
PWP
1558
Perfromance Wealth Partners
Illinois
$611K +$78.1K +468 +16%
BOH
1559
Bank of Hawaii
Hawaii
$610K +$2.84K +17 +0.5%
AFG
1560
Allegheny Financial Group
Pennsylvania
$609K -$6.34K -38 -1%
MHC
1561
May Hill Capital
Massachusetts
$608K +$6K +36 +1%
DIA
1562
Davidson Investment Advisors
Montana
$608K
CBOR
1563
Community Bank of Raymore
Missouri
$607K
Cohen & Steers
1564
Cohen & Steers
New York
$604K
ANBT
1565
American National Bank & Trust
Texas
$603K +$177K +1,063 +46%
AWA
1566
A4 Wealth Advisors
North Carolina
$601K -$333K -1,995 -37%
JFGIW
1567
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$598K -$53.5K -321 -9%
AU
1568
AlphaGrep UK
$598K +$562K +3,370 New
SMA
1569
Seven Mile Advisory
New Jersey
$597K -$158K -948 -22%
CA
1570
Cache Advisors
California
$597K +$561K +3,362 New
CAS
1571
Coppell Advisory Solutions
Texas
$596K -$916K -5,492 -62%
BFC
1572
Bedel Financial Consulting
Indiana
$594K +$38K +228 +7%
QFA
1573
Quantum Financial Advisors
California
$594K +$667 +4 +0.1%
WPA
1574
Wealth Preservation Advisors
Tennessee
$592K -$334 -2 -0.1%
NDSI
1575
Newman Dignan & Sheerar Inc
Rhode Island
$591K +$167K +1,000 +43%