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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
1601
Future Financial Wealth Management
Ohio
$94.2K +$88.1K +1,000 New
TF
1602
Tompkins Financial
New York
$94.2K +$88.1K +1,000 New
RF
1603
Robinswood Financial
Washington
$93.5K – – –
GJWM
1604
Gilliland Jeter Wealth Management
Arkansas
$92.3K +$86.3K +980 New
BLC
1605
Brown, Lisle/Cummings
Rhode Island
$91.8K – – –
BWL
1606
Bogart Wealth LLC
Virginia
$91.3K -$53.5K -607 -38%
FCMT
1607
Founders Capital Management (Texas)
Texas
$90.6K +$793 +9 +0.9%
GFPC
1608
Global Financial Private Client
Florida
$90.2K – – –
HFM
1609
Hartford Financial Management
Connecticut
$88.8K +$2.29K +26 +3%
RA
1610
Ransom Advisory
Rhode Island
$84.2K +$78.7K +894 New
CWM
1611
Cranbrook Wealth Management
Michigan
$83.8K – – –
FMII
1612
Farmers & Merchants Investments Inc
Nebraska
$83.3K -$2.2K -25 -3%
CMA
1613
Cedar Mountain Advisors
Oregon
$82.3K +$528 +6 +0.7%
TFIPS
1614
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.9K – – –
JPWM
1615
Jamison Private Wealth Management
Georgia
$81.5K +$18K +204 +31%
DCBT
1616
Dakota Community Bank & Trust
North Dakota
$81.2K +$75.9K +862 New
AWM
1617
Atticus Wealth Management
Florida
$80.5K – – –
CT
1618
Colonial Trust
South Carolina
$75.6K +$30.6K +348 +76%
PCC
1619
Park Circle Company
Maryland
$75.3K – – –
Bank Julius Baer & Co
1620
Bank Julius Baer & Co
Switzerland
$75.3K -$121K -1,371 -63%
SA
1621
SRH Advisors
Kansas
$73.4K +$528 +6 +0.8%
EAM
1622
Eukles Asset Management
Ohio
$70.9K – – –
KA
1623
Kozak & Associates
Colorado
$69.8K +$1.06K +12 +2%
HWA
1624
HHM Wealth Advisors
Tennessee
$69.8K – – –
T
1625
TOBAM
France
$68K -$31.4K -356 -33%