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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1726
Fell Capital Management
California
$558K -$7.92K -40 -1%
BOPW
1727
Brandywine Oak Private Wealth
Pennsylvania
$556K +$2.18K +11 +0.4%
MA
1728
Maxele Advisors
Missouri
$555K +$526K +2,655 New
AWS
1729
Aspen Wealth Strategies
Colorado
$553K
AWA
1730
Amplius Wealth Advisors
Pennsylvania
$552K +$4.16K +21 +0.8%
RA
1731
Rockingstone Advisors
Massachusetts
$550K -$198 -1 -0%
BF
1732
Brucke Financial
Indiana
$549K -$115K -582 -18%
CPW
1733
Cove Private Wealth
New York
$549K +$3.96K +20 +0.8%
KFGK
1734
Keystone Financial Group (Kentucky)
Kentucky
$549K -$167K -845 -24%
APP
1735
Avantax Planning Partners
Iowa
$548K -$111K -562 -18%
JFGIW
1736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$547K -$20K -101 -4%
FFN
1737
Focus Financial Network
Minnesota
$546K +$28.3K +143 +6%
FFA
1738
Florida Financial Advisors
Florida
$546K +$20.8K +105 +4%
SAM
1739
Secure Asset Management
Michigan
$545K +$65.2K +329 +14%
TIAA Trust, National Association
1740
TIAA Trust, National Association
North Carolina
$545K -$771K -3,892 -60%
JWA
1741
JFS Wealth Advisors
Pennsylvania
$545K +$7.13K +36 +1%
NEWAS
1742
N.E.W. Advisory Services
Wisconsin
$544K +$11.3K +57 +2%
WCM
1743
Weaver Capital Management
Georgia
$543K
VFG
1744
Victory Financial Group
Texas
$542K -$9.31K -47 -2%
BWM
1745
BankPlus Wealth Management
Mississippi
$542K +$17.6K +89 +4%
LFM
1746
LGT Fund Management
Liechtenstein
$541K +$191K +962 +59%
SFC
1747
Strategic Financial Concepts
Texas
$541K +$57.2K +289 +13%
PCA
1748
Purkiss Capital Advisors
Connecticut
$540K +$15.1K +76 +3%
WR
1749
WD Rutherford
Oregon
$539K +$108K +546 +27%
BCA
1750
Bay Colony Advisors
Massachusetts
$539K +$5.74K +29 +1%