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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BC
2301
Bayforest Capital
United Kingdom
-$24K -206 Closed
CCM
2302
Cloud Capital Management
Washington
-$23K -203 Closed
PBK
2303
Peoples Bank (Kansas)
Kansas
-$23.3K -200 Closed
CFFP
2304
Center for Financial Planning
Michigan
-$17.5K -150 Closed
AF
2305
Atala Financial
California
-$17.4K -149 Closed
CAWM
2306
Capital A Wealth Management
Pennsylvania
-$17K -146 Closed
FA
2307
Financial Avengers
California
-$13.7K -117 Closed
NI
2308
NCP Inc
California
-$11.8K -101 Closed
DMIC
2309
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$10K -86 Closed
RFG
2310
REAP Financial Group
Texas
-$8.05K -69 Closed
SIM
2311
Synergy Investment Management
Florida
-$7.23K -62 Closed
GWM
2312
Graybill Wealth Management
Illinois
-$7K -60 Closed
GP
2313
Greenline Partners
New York
-$4.32K -37 Closed
BWM
2314
Bernard Wealth Management
Michigan
-$4.2K -36 Closed
PPWM
2315
PFG Private Wealth Management
Florida
-$3.27K -28 Closed
PIS
2316
POM Investment Strategies
North Carolina
-$2.45K -21 Closed
SIM
2317
Studio Investment Management
Illinois
-$2.33K -20 Closed
HC
2318
Hara Capital
Washington
-$1.98K -17 Closed
PCTC
2319
Perkins Coie Trust Company
Washington
-$1.4K -12 Closed
JFG
2320
JDM Financial Group
Texas
-$1.17K -10 Closed
1IA
2321
1620 Investment Advisors
Massachusetts
-$1.1K -9 Closed
SOW
2322
State of Wyoming
Wyoming
-$933 -8 Closed
BMC
2323
Bear Mountain Capital
Washington
-$602 -5 Closed
CIAM
2324
Caitong International Asset Management
Hong Kong
-$117 -1 Closed
RBC
2325
Roble Belko & Company
Pennsylvania
+$123 +1 New