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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1576
Cove Private Wealth
New York
$367K +$320K +2,606 New
AA
1577
Argent Advisors
Louisiana
$367K +$3.56K +29 +1%
HWMG
1578
Hurlow Wealth Management Group
Indiana
$365K
Bank Julius Baer & Co
1579
Bank Julius Baer & Co
Switzerland
$365K -$17.9K -146 -5%
FCM
1580
Fourpath Capital Management
Oklahoma
$364K
PWM
1581
Pines Wealth Management
North Carolina
$363K -$22.6K -184 -7%
WAG
1582
Winthrop Advisory Group
Massachusetts
$363K -$26.4K -215 -8%
BFM
1583
Boothbay Fund Management
New York
$363K +$316K +2,574 New
AIP
1584
Almanack Investment Partners
Pennsylvania
$362K +$316K +2,570 New
LIG
1585
Lokken Investment Group
Delaware
$362K
SCP
1586
Sivia Capital Partners
California
$362K -$860 -7 -0.3%
BCP
1587
Berkeley Capital Partners
Georgia
$361K +$12.4K +101 +4%
BBA
1588
BLB&B Advisors
Pennsylvania
$361K -$32.9K -268 -9%
IWA
1589
IVC Wealth Advisors
Pennsylvania
$361K +$3.32K +27 +1%
M
1590
MOTCO
Texas
$360K
BFA
1591
Bragg Financial Advisors
North Carolina
$360K -$4.91K -40 -2%
FSA
1592
Financial Security Advisor
Virginia
$360K +$5.16K +42 +2%
CCFM
1593
Clear Creek Financial Management
Washington
$359K +$10.7K +87 +4%
SCI
1594
Silver Coast Investments
United States
$359K -$27.4K -223 -8%
BOM
1595
Bank of Marin
California
$359K
RA
1596
Rational Advisors
New York
$359K +$313K +2,547 New
CPCM
1597
Cardinal Point Capital Management
Ontario, Canada
$358K -$10.2K -83 -3%
LMKC
1598
L.M. Kohn & Company
Ohio
$358K -$71.6K -583 -19%
BTWM
1599
Baker Tilly Wealth Management
Wisconsin
$356K +$1.1K +9 +0.4%
NG
1600
Novem Group
New York
$356K -$14.6K -119 -4%