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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1726
Integrated Investment Consultants
Michigan
$419K -$1.73K -10 -0.4%
BCA
1727
Bay Colony Advisors
Massachusetts
$419K -$41K -237 -9%
BFG
1728
Bouchey Financial Group
New York
$419K +$6.75K +39 +2%
NEWAS
1729
N.E.W. Advisory Services
Wisconsin
$419K +$1.04K +6 +0.2%
BOM
1730
Bank of Marin
California
$419K
FMTC
1731
Farmers & Merchants Trust Company
California
$418K
RYIA
1732
Roehl & Yi Investment Advisors
Oregon
$417K -$8.31K -48 -2%
MCP
1733
Miller Capital Partners
Michigan
$417K
GRR
1734
Golden Reserve Retirement
Ohio
$416K +$93.7K +541 +27%
FZCM
1735
Flynn Zito Capital Management
New York
$416K
EWS
1736
Evergreen Wealth Solutions
Pennsylvania
$416K +$437K +2,525 New
IF
1737
Integrity Financial
Wyoming
$416K +$437K +2,525 New
GPWM
1738
Grant Private Wealth Management
California
$415K +$145K +835 +49%
CF
1739
Claris Financial
Virginia
$415K +$1.56K +9 +0.4%
GC
1740
Gilbert & Cook
Iowa
$415K +$436K +2,521 New
EA
1741
Ellsworth Advisors
Ohio
$415K +$5.02K +29 +1%
GEA
1742
Glen Eagle Advisors
New Jersey
$413K +$80K +462 +23%
M
1743
MOTCO
Texas
$413K -$3.46K -20 -0.8%
FAM
1744
Flaharty Asset Management
Florida
$413K
PCA
1745
Purkiss Capital Advisors
Connecticut
$413K +$69.6K +402 +19%
BWM
1746
BankPlus Wealth Management
Mississippi
$412K +$434K +2,504 New
FFA
1747
Florida Financial Advisors
Florida
$412K +$58.2K +336 +15%
MIM
1748
Merrion Investment Management
New Jersey
$411K +$86.6K +500 +25%
EV
1749
EJMK Ventures
Illinois
$411K +$33.8K +195 +8%
MG
1750
Marex Group
$409K +$431K +2,488 New