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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1926
GK Wealth Management
Nevada
$225K +$209K +1,413 New
WTFG
1927
Wells Trecaso Financial Group
Ohio
$224K +$208K +1,412 New
WPP
1928
Whalerock Point Partners
Rhode Island
$224K +$208K +1,410 New
IGAM
1929
iA Global Asset Management
Quebec, Canada
$224K -$230K -1,555 -52%
FWP
1930
Firethorn Wealth Partners
Georgia
$223K +$207K +1,404 New
6F
1931
626 Financial
Michigan
$223K +$207K +1,404 New
MF
1932
Meridian Financial
Massachusetts
$223K +$207K +1,402 New
ITIM
1933
Indiana Trust & Investment Management
Indiana
$222K
EWM
1934
EPG Wealth Management
Georgia
$221K -$6.35K -43 -3%
PAG
1935
Powers Advisory Group
Illinois
$221K +$205K +1,387 New
CFS
1936
Commonwealth Financial Services
West Virginia
$220K +$205K +1,387 New
TIA
1937
Traphagen Investment Advisors
New Jersey
$220K -$11.5K -78 -5%
WR
1938
WD Rutherford
Oregon
$220K
CCWM
1939
Cassaday & Co Wealth Management
Virginia
$220K +$205K +1,385 New
GA
1940
Goldstein Advisors
Wisconsin
$220K -$38.2K -259 -16%
LAMC
1941
Longview Asset Management (California)
California
$220K
CFS
1942
Coordinated Financial Services
Colorado
$218K -$17.6K -119 -8%
LCM
1943
Leisure Capital Management
California
$218K +$202K +1,370 New
PGWM
1944
Pitti Group Wealth Management
New York
$217K +$202K +1,367 New
UPS
1945
UHLMANN PRICE SECURITIES
Illinois
$217K +$202K +1,365 New
SFS
1946
Stiles Financial Services
Minnesota
$216K +$201K +1,358 New
SCM
1947
Silvant Capital Management
Georgia
$216K
Fiera Capital (Canada)
1948
Fiera Capital (Canada)
Quebec, Canada
$215K +$200K +1,355 New
CWS
1949
Confluence Wealth Services
Pennsylvania
$215K -$13.7K -93 -6%
AWP
1950
Axis Wealth Partners
Rhode Island
$215K +$199K +1,349 New