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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RW
2126
RVW Wealth
California
$221K -$371K -2,143 -61%
BC
2127
Brio Consultants
California
$220K +$202K +1,165 New
SFG
2128
Shum Financial Group
California
$220K -$1.39K -8 -0.6%
AOWM
2129
Asset One Wealth Management
Washington
$220K +$201K +1,160 New
BIM
2130
Bridges Investment Management
Nebraska
$219K -$7.96K -46 -3%
T
2131
TOBAM
France
$219K +$111K +639 +92%
BFG
2132
Beto Financial Group
Idaho
$218K +$2.25K +13 +1%
SL
2133
StoryOne LLC
Kansas
$218K
TCWM
2134
Total Clarity Wealth Management
Illinois
$217K +$5.71K +33 +3%
AIP
2135
Avail Investment Partners
Pennsylvania
$217K +$228K +1,319 New
PCM
2136
Pointe Capital Management
Michigan
$217K
HCMG
2137
Howard Capital Management Group
California
$217K
VCM
2138
Virtue Capital Management
Tennessee
$216K +$236K +1,365 New
TPWA
2139
Twin Peaks Wealth Advisors
California
$216K -$4.33K -25 -2%
DIP
2140
Davis Investment Partners
North Carolina
$215K -$77.7K -449 -26%
CCA
2141
Clearwater Capital Advisors
Illinois
$215K +$226K +1,305 New
MWA
2142
Motive Wealth Advisors
Michigan
$214K -$1.73K -10 -0.8%
RWMG
2143
Redwood Wealth Management Group
New Jersey
$214K -$34.3K -198 -13%
PRP
2144
Peak Retirement Planning
Ohio
$214K +$225K +1,298 New
FA
2145
Fountainhead AM
New Jersey
$213K +$100K +580 +81%
RCM
2146
Raleigh Capital Management
North Carolina
$213K +$86K +497 +62%
AAMG
2147
AMG Asset Management Group
Georgia
$213K +$224K +1,296 New
TFS
2148
Thoroughbred Financial Services
Tennessee
$212K -$8.66K -50 -4%
Fiera Capital (Canada)
2149
Fiera Capital (Canada)
Quebec, Canada
$211K -$12.1K -70 -5%
GC
2150
GatePass Capital
Ohio
$211K +$222K +1,283 New