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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1801
Precedent Wealth Partners
Texas
$202K -$16K -124 -7%
WRPWM
1802
Werba Rubin Papier Wealth Management
California
$201K -$2.96K -23 -1%
TAM
1803
Titleist Asset Management
Texas
$201K -$65.8K -511 -23%
LF
1804
Lantz Financial
Illinois
$201K -$25.3K -196 -10%
AFA
1805
Allium Financial Advisors
Oregon
$200K +$221K +1,718 New
WAM
1806
Weatherly Asset Management
California
$200K -$10.8K -84 -5%
HBW
1807
Hazlett, Burt & Watson
West Virginia
$187K +$25.9K +201 +14%
GPFA
1808
Game Plan Financial Advisors
Ohio
$187K – – –
RA
1809
Ransom Advisory
Rhode Island
$186K – – –
Twin Tree Management
1810
Twin Tree Management
Texas
$185K -$20M -154,993 -99%
PSB
1811
Piscataqua Savings Bank
New Hampshire
$184K +$10.3K +80 +5%
TFM
1812
TFC Financial Management
Massachusetts
$181K +$156K +1,209 +351%
BGAI
1813
Bruce G. Allen Investments
Colorado
$180K -$20.7K -161 -9%
BLC
1814
Brown, Lisle/Cummings
Rhode Island
$179K +$3.87K +30 +2%
PWAM
1815
Private Wealth Asset Management
Iowa
$178K +$197K +1,528 New
JEST
1816
JTC Employer Solutions Trustee
Jersey
$175K – – –
CT
1817
Colonial Trust
South Carolina
$168K +$62.9K +488 +51%
EI
1818
eCIO Inc
Wisconsin
$168K +$185K +1,438 New
TFIPS
1819
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K +$45.1K +350 +32%
RMC
1820
Resources Management Corp
Connecticut
$165K +$25.8K +200 +16%
ITIM
1821
Indiana Trust & Investment Management
Indiana
$163K – – –
LAMC
1822
Longview Asset Management (California)
California
$161K – – –
SCM
1823
Silvant Capital Management
Georgia
$158K – – –
GFPC
1824
Global Financial Private Client
Florida
$156K +$5.03K +39 +3%
GWSG
1825
GPS Wealth Strategies Group
Colorado
$156K +$15.6K +121 +10%