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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1726
Gold Investment Management
Alberta, Canada
$233K
HL
1727
HeadInvest LLC
Maine
$233K -$9.85K -80 -4%
PWP
1728
Precedent Wealth Partners
Texas
$233K +$228K +1,853 New
OFG
1729
Oxford Financial Group
Indiana
$232K -$52.2K -424 -19%
LC
1730
Lavaca Capital
Texas
$231K +$226K +1,838 New
PMG
1731
ProVise Management Group
Florida
$230K +$226K +1,832 New
MWM
1732
Modern Wealth Management
Kansas
$230K +$226K +1,831 New
SF
1733
Safeguard Financial
Wisconsin
$230K -$86.5K -702 -28%
UCB
1734
United Community Bank
South Carolina
$230K -$60.8K -494 -21%
CAM
1735
Cozad Asset Management
Illinois
$229K +$225K +1,825 New
PK
1736
Pflug Koory
Nebraska
$229K
BF
1737
Brucke Financial
Indiana
$228K +$203K +1,649 New
RPCA
1738
Running Point Capital Advisors
California
$228K +$223K +1,813 New
FAFN
1739
First Affirmative Financial Network
Colorado
$228K -$73K -593 -25%
FAM
1740
Flaharty Asset Management
Florida
$227K +$190K +1,544 +598%
EW
1741
Entruity Wealth
California
$226K +$222K +1,800 New
IHL
1742
Investment House LLC
California
$226K +$222K +1,800 New
NCM
1743
Neumann Capital Management
California
$226K +$222K +1,800 New
RC
1744
Reik & Co
New York
$226K +$222K +1,800 New
ACC
1745
Acorn Creek Capital
Colorado
$226K +$222K +1,799 New
WAM
1746
Weatherly Asset Management
California
$226K +$222K +1,799 New
LWL
1747
Leo Wealth LLC
Texas
$226K +$221K +1,797 New
CRI
1748
Colonial River Investments
Virginia
$225K -$49.5K -402 -18%
SFG
1749
Sterling Financial Group
California
$225K +$220K +1,789 New
CAS
1750
CTC Alternative Strategies
Illinois
$225K +$220K +1,788 New