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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CF
1601
Claris Financial
Virginia
$398K +$88.6K +600 +32%
BW
1602
BXM Wealth
Colorado
$396K +$368K +2,490 New
S
1603
Sachetta
Massachusetts
$396K +$2.07K +14 +0.6%
UF
1604
Univest Financial
Pennsylvania
$395K +$1.03K +7 +0.3%
BWP
1605
Burling Wealth Partners
Illinois
$395K -$228K -1,545 -38%
ABC
1606
Associated Banc-Corp
Wisconsin
$395K -$40.2K -272 -10%
VNA
1607
Valley National Advisers
Pennsylvania
$395K +$11.8K +80 +3%
CA
1608
Cornerstone Advisory
Maryland
$394K +$4.43K +30 +1%
BFA
1609
Bragg Financial Advisors
North Carolina
$394K -$11.1K -75 -3%
JWM
1610
JGP Wealth Management
Oregon
$394K -$152K -1,031 -29%
EGWAG
1611
Elwood & Goetz Wealth Advisory Group
Georgia
$393K +$365K +2,474 New
DAM
1612
Doheny Asset Management
California
$393K -$7.38K -50 -2%
RCM
1613
Requisite Capital Management
Texas
$393K +$365K +2,470 New
CM
1614
Capula Management
Cayman Islands
$392K +$364K +2,467 New
SCI
1615
Silver Coast Investments
United States
$392K -$12.6K -85 -3%
HWM
1616
Horizon Wealth Management
Illinois
$391K +$7.97K +54 +2%
CPCM
1617
Cardinal Point Capital Management
Ontario, Canada
$390K -$4.87K -33 -1%
AWM
1618
Ariadne Wealth Management
California
$389K -$44.2K -299 -11%
GCP
1619
GSA Capital Partners
United Kingdom
$388K -$2.19M -14,816 -86%
HWM
1620
Hemington Wealth Management
Virginia
$388K +$21.7K +147 +6%
FG
1621
Foster Group
Iowa
$387K
JCM
1622
Jacobsen Capital Management
Utah
$387K +$738 +5 +0.2%
DO
1623
denkapparat Operations
Germany
$386K +$63.2K +428 +21%
AF
1624
Apexium Financial
Texas
$386K -$11.5K -78 -3%
SCM
1625
Stevens Capital Management
Pennsylvania
$385K +$357K +2,419 New