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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MM
1951
MQS Management
New York
$298K -$26.8K -155 -8%
SMA
1952
Seven Mile Advisory
New Jersey
$297K -$270K -1,558 -46%
AIM
1953
Athena Investment Management
California
$297K
EW
1954
Entruity Wealth
California
$296K
NCM
1955
Neumann Capital Management
California
$296K
RC
1956
Reik & Co
New York
$296K
BWM
1957
BAM Wealth Management
Colorado
$295K +$114K +660 +58%
NSB
1958
Norway Savings Bank
Maine
$294K -$15.6K -90 -5%
BSG
1959
Black Swift Group
Colorado
$292K
WA
1960
WealthTrust Axiom
Pennsylvania
$291K
CBT
1961
Central Bank & Trust
Kentucky
$291K
OPTFSNA
1962
Old Point Trust & Financial Services N A
Virginia
$291K
EWM
1963
Edge Wealth Management
New York
$291K +$306K +1,767 New
RA
1964
Rise Advisors
New York
$291K +$10.6K +61 +4%
HL
1965
HeadInvest LLC
Maine
$291K
BO
1966
Bank OZK
Arkansas
$290K -$519 -3 -0.2%
QPWM
1967
Quadrant Private Wealth Management
Pennsylvania
$289K +$33.8K +195 +12%
MWM
1968
Maltin Wealth Management
New Jersey
$288K -$519 -3 -0.2%
WP
1969
Westmount Partners
California
$287K -$6.58K -38 -2%
CCG
1970
Catalina Capital Group
California
$287K +$2.08K +12 +0.7%
TAFW
1971
Tred Avon Family Wealth
Maryland
$286K -$23.4K -135 -7%
MSWM
1972
Master's Wealth Management
Pennsylvania
$286K +$301K +1,739 New
PWP
1973
Precedent Wealth Partners
Texas
$286K
AGC
1974
August Group Capital
$286K -$15.6K -90 -5%
SLC
1975
Second Line Capital
Louisiana
$286K +$260K +1,499 New