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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$6.43M +$285K +2,826 +5%
FIA
452
Foundations Investment Advisors
Arizona
$6.4M +$867K +8,610 +16%
NMERB
453
New Mexico Educational Retirement Board
New Mexico
$6.38M -$252K -2,500 -4%
PSP
454
Principal Street Partners
Tennessee
$6.36M -$1.8M -17,895 -23%
SWC
455
Spectrum Wealth Counsel
Indiana
$6.34M +$6.13M +60,845 New
SF
456
Synovus Financial
Georgia
$6.23M +$506K +5,024 +9%
CCP
457
Cunning Capital Partners
North Carolina
$6.14M
NIM
458
NEOS Investment Management
Connecticut
$6.13M +$1.23M +12,180 +26%
BCM
459
Becker Capital Management
Oregon
$6.11M +$4.33K +43 +0.1%
XWM
460
Xcel Wealth Management
Florida
$6.06M -$16.1K -160 -0.3%
SFA
461
Sequoia Financial Advisors
Ohio
$6.04M +$1.12M +11,149 +24%
TL
462
Tradewinds LLC
North Carolina
$6.03M +$268K +2,662 +5%
SW
463
SteelPeak Wealth
California
$5.98M +$3.61M +35,852 +167%
AAM
464
Aureus Asset Management
Massachusetts
$5.96M +$62.1K +617 +1%
FHB
465
First Hawaiian Bank
Hawaii
$5.8M -$161K -1,597 -3%
GA
466
Geller Advisors
New York
$5.78M -$87K -864 -2%
HNB
467
Huntington National Bank
Ohio
$5.74M -$57.2K -568 -1%
Loomis, Sayles & Company
468
Loomis, Sayles & Company
Massachusetts
$5.68M +$2.1M +20,871 +62%
TSW
469
Thompson Siegel & Walmsley
Virginia
$5.67M +$1.11K +11 +0%
MPWT
470
MassMutual Private Wealth & Trust
Connecticut
$5.57M +$4.93K +49 +0.1%
T. Rowe Price Investment Management
471
T. Rowe Price Investment Management
Maryland
$5.55M -$1.55M -15,355 -22%
OSNBOA
472
Old Second National Bank of Aurora
Illinois
$5.55M -$99.7K -990 -2%
MWM
473
Moran Wealth Management
Florida
$5.47M -$37.6K -373 -0.7%
LSWM
474
Lorne Steinberg Wealth Management
Canada
$5.46M -$33.2K -330 -0.6%
PA
475
Parallel Advisors
California
$5.45M +$82.1K +815 +2%