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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CW
2101
Channel Wealth
California
$318K
BWP
2102
Baldwin Wealth Partners
Massachusetts
$317K -$2.97K -15 -1%
CRI
2103
Colonial River Investments
Virginia
$316K +$594 +3 +0.2%
SFB
2104
STAR Financial Bank
Indiana
$316K +$5.74K +29 +2%
CAM
2105
Cozad Asset Management
Illinois
$315K
ACP
2106
Aviance Capital Partners
Florida
$315K
JEST
2107
JTC Employer Solutions Trustee
Jersey
$314K
CC
2108
Constitution Capital
Connecticut
$314K
KA
2109
Kearns & Associates
California
$314K
SHGA
2110
Sand Hill Global Advisors
California
$313K +$16K +81 +6%
OA
2111
Oxbow Advisors
Texas
$313K +$296K +1,496 New
XF
2112
XML Financial
Maryland
$311K
KCM
2113
Kanawha Capital Management
Virginia
$311K +$5.74K +29 +2%
AWAG
2114
ARS Wealth Advisors Group
Florida
$311K +$294K +1,487 New
TWM
2115
Tortuga Wealth Management
California
$311K +$15.4K +78 +6%
PRP
2116
Peak Retirement Planning
Ohio
$311K +$37.2K +188 +14%
APW
2117
Allied Private Wealth
Florida
$311K +$282K +1,423 New
ZIC
2118
ZWJ Investment Counsel
Georgia
$310K +$294K +1,483 New
TCOO
2119
Trust Company of Oklahoma
Oklahoma
$309K +$10.7K +54 +4%
PWP
2120
Parkwoods Wealth Partners
New York
$309K +$293K +1,478 New
BW
2121
Bravera Wealth
North Dakota
$308K -$15.4K -78 -5%
PG
2122
Patten Group
Tennessee
$308K +$39K +197 +15%
JRPIM
2123
Journey Retirement Planning & Investment Management
Idaho
$308K
SIG
2124
Sargent Investment Group
Maryland
$307K +$11.9K +60 +4%
QL
2125
Quarry LP
New York
$306K +$254K +1,284 +713%