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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1876
ORG Wealth Partners
Texas
$96.4K +$103K +803 +2,677%
HDIM
1877
Hanson & Doremus Investment Management
Vermont
$95K – – –
AWM
1878
Activest Wealth Management
Florida
$93.9K +$40.5K +314 +64%
SA
1879
SRH Advisors
Kansas
$93.4K +$644 +5 +0.6%
OIA
1880
Optimum Investment Advisors
Illinois
$93.3K -$64.4K -500 -38%
PCC
1881
Park Circle Company
Maryland
$93.3K – – –
AWM
1882
Ameliora Wealth Management
Switzerland
$92.4K – – –
VWA
1883
VSM Wealth Advisory
Maryland
$91K +$129 +1 +0.1%
CWM
1884
Cranbrook Wealth Management
Michigan
$90.9K +$7.22K +56 +8%
TC
1885
Trust Company
Kansas
$88.1K – – –
OAJ
1886
Ogorek Anthony Joseph
New York
$88K +$27.6K +214 +39%
PMFA
1887
Plante Moran Financial Advisors
Michigan
$87.9K +$16.5K +128 +20%
CW
1888
Cooksen Wealth
Texas
$85K +$116K +903 New
GWP
1889
Gen-Wealth Partners
Michigan
$84K – – –
SO
1890
Sierra Ocean
California
$83.8K +$26.8K +208 +41%
WSC
1891
Wellington Shields & Co
New York
$83K +$38.9K +302 +74%
NSG
1892
Nalls Sherbakoff Group
Tennessee
$81.9K +$90.5K +702 New
WF
1893
Wayfinding Financial
Washington
$79K +$88.1K +684 New
JWA
1894
JFS Wealth Advisors
Pennsylvania
$79K -$129 -1 -0.1%
KA
1895
Kozak & Associates
Colorado
$78.3K +$515 +4 +0.6%
HIMS
1896
Hager Investment Management Services
New Hampshire
$77.1K -$1.16K -9 -1%
EPAM
1897
Evelyn Partners Asset Management
$76.2K – – –
USB
1898
Union Savings Bank
Connecticut
$75.7K – – –
MAM
1899
Meeder Asset Management
Ohio
$74.8K +$42.6K +331 +107%
OCM
1900
Osterweis Capital Management
California
$70.2K +$1.93K +15 +3%