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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
2101
Silvant Capital Management
Georgia
$241K
DM
2102
Diversified Management
Wisconsin
$241K +$226K +1,356 New
Fiera Capital (Canada)
2103
Fiera Capital (Canada)
Quebec, Canada
$241K
FWP
2104
Flatrock Wealth Partners
California
$240K +$226K +1,352 New
GWM
2105
GK Wealth Management
Nevada
$240K -$10.5K -63 -4%
TWM
2106
Tortuga Wealth Management
California
$240K +$225K +1,350 New
AWA
2107
Argos Wealth Advisors
California
$239K +$225K +1,348 New
OCM
2108
Orleans Capital Management
Louisiana
$239K +$225K +1,347 New
PSB
2109
Piscataqua Savings Bank
New Hampshire
$239K
SFG
2110
Shum Financial Group
California
$239K
DWM
2111
Drive Wealth Management
Utah
$238K +$224K +1,340 New
TFS
2112
Thoroughbred Financial Services
Tennessee
$237K
USWIA
2113
UP Strategic Wealth Investment Advisors
Pennsylvania
$236K
EP
2114
E6 Portfolios
Utah
$236K +$222K +1,329 New
TC
2115
Tannin Capital
North Carolina
$236K +$222K +1,328 New
HCM
2116
Hall Capital Management
Rhode Island
$235K
AWP
2117
Axis Wealth Partners
Rhode Island
$235K -$4.34K -26 -2%
SPWG
2118
Syntegra Private Wealth Group
Missouri
$235K +$7.67K +46 +4%
BEC
2119
Blue Edge Capital
Virginia
$234K +$220K +1,320 New
PCM
2120
Pointe Capital Management
Michigan
$234K
HCMG
2121
Howard Capital Management Group
California
$234K
CFS
2122
CRA Financial Services
New Jersey
$234K +$4.67K +28 +2%
MWA
2123
Motive Wealth Advisors
Michigan
$233K -$3.34K -20 -2%
TAM
2124
Trillium Asset Management
Massachusetts
$233K
FVWA
2125
Foster Victor Wealth Advisors
South Carolina
$233K +$205K +1,230 New