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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WA
2276
Whipplewood Advisors
Colorado
$82K +$84.8K +490 +6,125%
AAG
2277
Accordant Advisory Group
Maryland
$77.3K
PGAM
2278
Princeton Global Asset Management
New Jersey
$74.7K +$1.21K +7 +2%
MGI
2279
Miller Global Investments
Texas
$74.5K +$78.4K +453 New
RFG
2280
REAP Financial Group
Texas
$74.4K +$78.3K +452 New
IAS
2281
IMA Advisory Services
Colorado
$74.2K -$173 -1 -0.2%
BCM
2282
Basso Capital Management
Connecticut
$73.1K
PWA
2283
Provenance Wealth Advisors
Florida
$72.9K
MSWA
2284
Marshall & Sterling Wealth Advisors
New York
$72.4K -$8.66K -50 -10%
SN
2285
Sittner & Nelson
Oregon
$71.3K
VWA
2286
VSM Wealth Advisory
Maryland
$70.8K +$173 +1 +0.2%
AEPWM
2287
Atlantic Edge Private Wealth Management
Florida
$70.8K
WG
2288
Wellington Group
Indiana
$70.8K -$27.2K -157 -27%
TGY2IT
2289
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$70.1K +$73.8K +426 New
GA
2290
GoalVest Advisory
New York
$69.9K +$7.79K +45 +12%
DWM
2291
Dogwood Wealth Management
Kansas
$69.3K +$14.4K +83 +25%
WA
2292
Westfuller Advisors
New York
$69.2K +$1.21K +7 +2%
DPW
2293
DiNuzzo Private Wealth
Pennsylvania
$69.1K -$2.77K -16 -4%
NWS
2294
Nvest Wealth Strategies
Ohio
$68.8K +$42.2K +244 +140%
IWS
2295
Intentional Wealth Strategies
Colorado
$68.6K +$72.2K +417 New
TLCM
2296
Twin Lakes Capital Management
California
$67.1K
ACA
2297
American Capital Advisory
Idaho
$66.7K +$53.1K +307 +313%
SC
2298
Solstein Capital
California
$65.7K -$16.3K -94 -19%
KAS
2299
Kemnay Advisory Services
New York
$64.2K -$14.7K -85 -18%
RF
2300
Roxbury Financial
New Jersey
$62.1K +$346 +2 +0.5%