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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GG
1876
Gleason Group
Kentucky
$116K -$68.2K -554 -38%
CAS
1877
Coppell Advisory Solutions
Texas
$115K +$31.4K +255 +39%
WTA
1878
Washington Trust Advisors
Massachusetts
$113K +$4.19K +34 +4%
HCM
1879
Hollencrest Capital Management
California
$112K -$18.7K -152 -15%
FMII
1880
Farmers & Merchants Investments Inc
Nebraska
$111K -$616 -5 -0.6%
FLP
1881
Financial Life Planners
Arizona
$111K +$109K +882 New
HFM
1882
Hartford Financial Management
Connecticut
$109K -$6.16K -50 -5%
CAM
1883
Chesapeake Asset Management
New York
$109K +$94.8K +770 +786%
RTC
1884
Riverview Trust Company
Washington
$108K
IUHSA
1885
Itau Unibanco Holding S.A.
Brazil
$108K +$106K +862 New
CMA
1886
Cedar Mountain Advisors
Oregon
$108K -$3.45K -28 -3%
AWM
1887
Atticus Wealth Management
Florida
$107K
HDIM
1888
Hanson & Doremus Investment Management
Vermont
$102K -$8.13K -66 -8%
PCC
1889
Park Circle Company
Maryland
$101K
SA
1890
SRH Advisors
Kansas
$100K +$616 +5 +0.6%
AWM
1891
Ameliora Wealth Management
Switzerland
$99.6K +$17.2K +140 +21%
HWA
1892
HHM Wealth Advisors
Tennessee
$98.9K +$5.67K +46 +6%
VWA
1893
VSM Wealth Advisory
Maryland
$97.9K +$95.9K +779 New
PWMA
1894
Pension & Wealth Management Advisors
Massachusetts
$97.1K +$11.9K +97 +14%
TC
1895
Trust Company
Kansas
$94.9K +$93K +755 New
KIM
1896
Kestra Investment Management
Texas
$93.2K +$91.3K +741 New
BT
1897
Banque Transatlantique
France
$91.3K +$89.9K +730 New
CWM
1898
Cranbrook Wealth Management
Michigan
$90.9K +$123 +1 +0.1%
TLCM
1899
Twin Lakes Capital Management
California
$90.5K
GWP
1900
Gen-Wealth Partners
Michigan
$90.5K +$3.08K +25 +4%