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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$3.86M +$37.5K +389 +0.9%
KWA
527
KCS Wealth Advisory
California
$3.84M +$123K +1,274 +3%
HNB
528
Huntington National Bank
Ohio
$3.83M -$16.6K -172 -0.4%
CW
529
Connectus Wealth
Ohio
$3.82M -$2.11M -21,911 -36%
RAM
530
Roanoke Asset Management
New Jersey
$3.82M -$106K -1,100 -2%
JIC
531
Joel Isaacson & Co
New York
$3.82M +$2.51K +26 +0.1%
IAIM
532
Industrial Alliance Investment Management
Quebec, Canada
$3.81M -$190K -1,966 -4%
Carson Wealth (CWM LLC)
533
Carson Wealth (CWM LLC)
Nebraska
$3.79M -$530K -5,494 -11%
LFAS
534
Level Four Advisory Services
Texas
$3.79M +$106K +1,103 +3%
IFAM
535
Institutional & Family Asset Management
Colorado
$3.77M +$52.4K +543 +1%
RIM
536
Regent Investment Management
Kentucky
$3.75M +$135K +1,400 +3%
PP
537
Patten & Patten
Tennessee
$3.73M +$235K +2,432 +6%
HW
538
Hancock Whitney
Mississippi
$3.71M +$62.5K +648 +2%
PA
539
Parallel Advisors
California
$3.71M +$1.11M +11,505 +39%
CS
540
Comerica Securities
Michigan
$3.68M -$94.9K -984 -2%
EAM
541
Eagle Asset Management
Florida
$3.68M +$1.28M +13,309 +46%
KRSITF
542
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.66M +$367K +3,806 +10%
ADBIC
543
A.D. Beadell Investment Counsel
Wisconsin
$3.65M -$100K -1,040 -2%
SI
544
Stephens Inc
Arkansas
$3.63M +$298K +3,089 +8%
TAM
545
Tocqueville Asset Management
New York
$3.6M +$19.3K +200 +0.5%
AAS
546
Avantax Advisory Services
Texas
$3.59M +$407K +4,217 +11%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$3.59M +$183K +1,892 +5%
DBT
548
Dubuque Bank & Trust
Iowa
$3.5M -$704K -7,293 -15%
LCH
549
Lee Capital Holdings
New York
$3.5M +$1.45M +15,000 +60%
MCM
550
Maltese Capital Management
New York
$3.5M +$965K +10,000 +33%