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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1751
Secure Asset Management
Michigan
$545K +$65.2K +329 +14%
TIAA Trust, National Association
1752
TIAA Trust, National Association
North Carolina
$545K -$771K -3,892 -60%
JWA
1753
JFS Wealth Advisors
Pennsylvania
$545K +$7.13K +36 +1%
NEWAS
1754
N.E.W. Advisory Services
Wisconsin
$544K +$11.3K +57 +2%
WCM
1755
Weaver Capital Management
Georgia
$543K – – –
VFG
1756
Victory Financial Group
Texas
$542K -$9.31K -47 -2%
BWM
1757
BankPlus Wealth Management
Mississippi
$542K +$17.6K +89 +4%
LFM
1758
LGT Fund Management
Liechtenstein
$541K +$191K +962 +59%
SFC
1759
Strategic Financial Concepts
Texas
$541K +$57.2K +289 +13%
PCA
1760
Purkiss Capital Advisors
Connecticut
$540K +$15.1K +76 +3%
WR
1761
WD Rutherford
Oregon
$539K +$108K +546 +27%
BCA
1762
Bay Colony Advisors
Massachusetts
$539K +$5.74K +29 +1%
PWA
1763
Primoris Wealth Advisors
Florida
$537K – – –
CA
1764
Crewe Advisors
Utah
$536K +$60.8K +307 +14%
ET
1765
Equitable Trust
Tennessee
$536K -$14.1K -71 -3%
IIC
1766
Integrated Investment Consultants
Michigan
$536K +$2.97K +15 +0.6%
GC
1767
Gilbert & Cook
Iowa
$536K +$8.32K +42 +2%
BFG
1768
Bouchey Financial Group
New York
$535K +$41.4K +209 +9%
DMBA
1769
Deseret Mutual Benefit Administrators
Utah
$535K -$91.9K -464 -15%
BWP
1770
Burling Wealth Partners
Illinois
$533K – – –
NCTC
1771
New Covenant Trust Company
Indiana
$532K +$18.6K +94 +4%
CIC
1772
Crawford Investment Counsel
Georgia
$530K -$76.4K -386 -13%
M
1773
MOTCO
Texas
$530K +$5.15K +26 +1%
MCP
1774
Miller Capital Partners
Michigan
$530K – – –
FZCM
1775
Flynn Zito Capital Management
New York
$528K +$198 +1 +0%