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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1576
Tanager Wealth Management
United Kingdom
$309K -$218K -1,771 -42%
FAIM
1577
Financial Advocates Investment Management
Washington
$309K -$20.9K -170 -6%
EA
1578
Ellsworth Advisors
Ohio
$307K -$21.6K -175 -7%
PRI
1579
Prepared Retirement Institute
Pennsylvania
$306K
IPW
1580
Intergy Private Wealth
Colorado
$305K -$12.2K -99 -4%
BBA
1581
BLB&B Advisors
Pennsylvania
$305K -$18.2K -148 -6%
HCM
1582
Hall Capital Management
Rhode Island
$305K +$299K +2,426 New
AW
1583
Alteri Wealth
California
$305K +$299K +2,425 New
BTW
1584
Boston Trust Walden
Massachusetts
$305K
CF
1585
Claris Financial
Virginia
$305K +$298K +2,423 New
ALAM
1586
Asahi Life Asset Management
Japan
$304K +$45.6K +370 +18%
HWM
1587
Horizon Wealth Management
Illinois
$302K +$246 +2 +0.1%
FCM
1588
Firestone Capital Management
Florida
$301K +$246 +2 +0.1%
DWG
1589
Darden Wealth Group
Michigan
$301K
AFA
1590
Antonelli Financial Advisors
Michigan
$301K +$294K +2,391 New
CC
1591
Centiva Capital
New York
$300K -$110K -897 -27%
GCM
1592
Goldstream Capital Management
Hong Kong
$299K -$211K -1,710 -42%
AI
1593
Accredited Investors
Minnesota
$299K -$26.4K -214 -8%
GWM
1594
Gitterman Wealth Management
New Jersey
$298K +$985 +8 +0.3%
GSIS
1595
Global Strategic Investment Solutions
Arizona
$297K +$291K +2,359 New
BWP
1596
BlueStem Wealth Partners
Minnesota
$295K +$289K +2,347 New
PEAK6
1597
PEAK6
Illinois
$295K +$289K +2,344 New
CBT
1598
Central Bank & Trust
Kentucky
$295K -$4.68K -38 -2%
TSMHT
1599
Thurston Springer Miller Herd & Titak
Indiana
$294K +$42.4K +344 +17%
NDSI
1600
Newman Dignan & Sheerar Inc
Rhode Island
$293K