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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PCOC
501
Power Corp of Canada
Canada
$3.72M
Wolverine Trading
502
Wolverine Trading
Illinois
$3.67M -$4.14M -48,589 -53%
AWS
503
Atria Wealth Solutions
New York
$3.67M -$467K -5,478 -11%
KWA
504
KCS Wealth Advisory
California
$3.67M +$64.3K +754 +2%
PA
505
Parallel Advisors
California
$3.65M +$283K +3,324 +8%
MFA
506
Mayflower Financial Advisors
Massachusetts
$3.64M -$179K -2,101 -5%
AHC
507
Adell Harriman & Carpenter
Texas
$3.61M +$51K +598 +1%
OQS
508
Occudo Quantitative Strategies
Florida
$3.59M +$3.6M +42,235 New
HNB
509
Huntington National Bank
Ohio
$3.59M -$59.9K -703 -2%
CFP
510
Cypress Financial Planning
New Jersey
$3.57M +$341 +4 +0%
BCV
511
Banque Cantonale Vaudoise
Switzerland
$3.55M -$915K -10,740 -20%
RIM
512
Regent Investment Management
Kentucky
$3.54M -$63.5K -745 -2%
TAM
513
Tocqueville Asset Management
New York
$3.53M +$1.11K +13 +0%
LFAS
514
Level Four Advisory Services
Texas
$3.53M -$309K -3,630 -8%
BRWA
515
B. Riley Wealth Advisors
Florida
$3.53M +$184K +2,155 +5%
RAM
516
Roanoke Asset Management
New Jersey
$3.51M -$283K -3,315 -7%
NMIMC
517
Northwestern Mutual Investment Management Company
Wisconsin
$3.51M -$718K -8,420 -17%
LGF
518
LGT Group Foundation
Liechtenstein
$3.51M -$162K -1,906 -4%
SF
519
Synovus Financial
Georgia
$3.5M +$627K +7,362 +22%
BPA
520
Beacon Pointe Advisors
California
$3.48M +$201K +2,355 +6%
V
521
Veritable
Delaware
$3.48M -$388K -4,554 -10%
LNC
522
Lincoln National Corp
Pennsylvania
$3.42M +$373K +4,377 +12%
Loomis, Sayles & Company
523
Loomis, Sayles & Company
Massachusetts
$3.41M -$562K -6,591 -14%
JWM
524
Jackson Wealth Management
Florida
$3.41M -$1.56M -18,302 -31%
AAS
525
Avantax Advisory Services
Texas
$3.36M +$79K +927 +2%