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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2451
TCP Asset Management
Ohio
$201K +$191K +962 New
PP
2452
Patron Partners
Texas
$201K +$190K +961 New
PWM
2453
Paulson Wealth Management
Illinois
$201K +$190K +961 New
MCM
2454
MV Capital Management
Maryland
$201K -$1.98K -10 -1%
BEC
2455
Blue Edge Capital
Virginia
$200K -$50.9K -257 -21%
GWS
2456
Greykasell Wealth Strategies
California
$200K +$198 +1 +0.1%
JSL
2457
JT Stratford LLC
Georgia
$200K +$190K +957 New
WA
2458
WPG Advisers
Maryland
$198K +$37.2K +188 +25%
SWA
2459
SOA Wealth Advisors
New York
$198K -$7.72K -39 -4%
CSC
2460
Caldwell Sutter Capital
California
$194K +$1.39K +7 +0.8%
CIS
2461
Custom Index Systems
New York
$193K +$182K +921 New
FLP
2462
Financial Life Planners
Arizona
$191K +$990 +5 +0.5%
WSC
2463
Wellington Shields & Co
New York
$190K – – –
FWA
2464
Flagship Wealth Advisors
Massachusetts
$187K +$99K +500 +126%
GF
2465
GGM Financials
Ohio
$187K +$792 +4 +0.4%
GG
2466
Gleason Group
Kentucky
$187K +$17K +86 +11%
RRMM
2467
Regatta Research & Money Management
Louisiana
$186K +$176K +891 New
AI
2468
AXS Investments
New York
$185K -$30.7K -155 -15%
OAJ
2469
Ogorek Anthony Joseph
New York
$183K +$396 +2 +0.2%
RFS
2470
Richardson Financial Services
Massachusetts
$181K -$5.35K -27 -3%
KA
2471
Kozak & Associates
Colorado
$175K +$990 +5 +0.6%
CMA
2472
Cedar Mountain Advisors
Oregon
$174K +$139K +702 +540%
GJIA
2473
Glass Jacobson Investment Advisors
Maryland
$173K +$164K +828 New
PWMA
2474
Pension & Wealth Management Advisors
Massachusetts
$173K -$25.9K -131 -14%
SA
2475
SRH Advisors
Kansas
$172K +$792 +4 +0.5%