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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2251
AllStreet Capital Advisors
California
$253K +$240K +1,212 New
UAG
2252
United Advisor Group
Ohio
$253K +$240K +1,210 New
WMWM
2253
Wilkins Miller Wealth Management
Alabama
$253K +$240K +1,210 New
JSAM
2254
J. Safra Asset Management
New York
$253K -$2.18K -11 -0.9%
AFC
2255
Avise Financial Cooperative
California
$253K +$239K +1,209 New
NC
2256
nVerses Capital
Florida
$251K +$238K +1,202 New
TWA
2257
Trace Wealth Advisors
California
$251K +$238K +1,200 New
WTA
2258
Washington Trust Advisors
Massachusetts
$250K +$1.39K +7 +0.6%
UPS
2259
UHLMANN PRICE SECURITIES
Illinois
$250K +$237K +1,198 New
BFG
2260
Beto Financial Group
Idaho
$250K +$7.72K +39 +3%
ST
2261
Spinnaker Trust
Maine
$250K +$237K +1,196 New
SIM
2262
SSI Investment Management
California
$250K +$237K +1,196 New
FF
2263
Friday Financial
Iowa
$250K +$223K +1,125 New
SFS
2264
Stiles Financial Services
Minnesota
$249K +$236K +1,191 New
EC
2265
EdgeRock Capital
Colorado
$248K +$235K +1,186 New
JMFC
2266
J.M. Forbes & Co
Massachusetts
$248K +$235K +1,186 New
CSA
2267
Cottage Street Advisors
Massachusetts
$248K -$17.4K -88 -7%
CWM
2268
Compass Wealth Management
Connecticut
$248K +$234K +1,184 New
CWMA
2269
Capstone Wealth Management (Alabama)
Alabama
$247K +$234K +1,182 New
WMA
2270
William Mack & Associates
Michigan
$246K +$233K +1,178 New
SI
2271
Saxon Interests
Texas
$246K -$19.6K -99 -8%
KC
2272
Knuff & Co
California
$246K +$233K +1,175 New
NPT
2273
National Philanthropic Trust
Pennsylvania
$246K +$233K +1,175 New
SA
2274
Sonoma Allocations
California
$245K -$53.5K -270 -19%
MAG
2275
M3 Advisory Group
Massachusetts
$245K +$232K +1,173 New