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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
451
Xcel Wealth Management
Florida
$5.55M -$142K -1,610 -3%
BCM
452
Becker Capital Management
Oregon
$5.55M -$187K -2,120 -3%
CCP
453
Cunning Capital Partners
North Carolina
$5.54M +$2.06M +23,400 +66%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$5.41M +$1.28M +14,542 +34%
CCM
455
Coldstream Capital Management
Washington
$5.37M -$59.9K -680 -1%
AAM
456
Aureus Asset Management
Massachusetts
$5.35M +$375K +4,255 +8%
FIA
457
Foundations Investment Advisors
Arizona
$5.33M -$242K -2,752 -5%
GA
458
Geller Advisors
New York
$5.31M +$14.4K +163 +0.3%
FHB
459
First Hawaiian Bank
Hawaii
$5.3M +$119K +1,354 +2%
SF
460
Synovus Financial
Georgia
$5.28M +$180K +2,045 +4%
BSA
461
Braun Stacey Associates
New York
$5.28M -$16.9M -192,278 -77%
AWS
462
Atria Wealth Solutions
New York
$5.28M +$374K +4,244 +8%
QCM
463
Quantinno Capital Management
New York
$5.23M +$1.01M +11,481 +26%
OSNBOA
464
Old Second National Bank of Aurora
Illinois
$5.21M -$76.2K -865 -2%
FDCDDQ
465
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.19M +$1.07M +12,144 +28%
SA
466
SpiderRock Advisors
Delaware
$5.11M +$5.11M +58,063 New
APG Asset Management
467
APG Asset Management
Netherlands
$5.06M +$837K +9,500 +20%
HNB
468
Huntington National Bank
Ohio
$5.02M +$271K +3,081 +6%
PA
469
Parallel Advisors
California
$5.01M -$24.8K -282 -0.5%
TCA
470
Trifecta Capital Advisors
Illinois
$5M +$144K +1,632 +3%
PWP
471
Private Wealth Partners
California
$4.99M -$972K -11,038 -17%
LSWM
472
Lorne Steinberg Wealth Management
Canada
$4.98M +$15.4K +175 +0.3%
VHAM
473
Van Hulzen Asset Management
California
$4.97M +$4.65M +52,771 New
MGP
474
Metis Global Partners
California
$4.92M -$3.43K -39 -0.1%
CIG
475
Consolidated Investment Group
Colorado
$4.86M – – –