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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
551
Lincoln National Corp
Pennsylvania
$2.83M +$243K +2,888 +9%
MFS
552
Mirabella Financial Services
United Kingdom
$2.82M +$2.98M +35,330 New
RWM
553
Ritholtz Wealth Management
New York
$2.8M +$727K +8,630 +32%
DAS
554
Dynamic Advisor Solutions
Arizona
$2.8M +$30.4K +361 +1%
BFPW
555
BOK Financial Private Wealth
Colorado
$2.77M -$22.3K -264 -0.7%
Twin Tree Management
556
Twin Tree Management
Texas
$2.76M -$5.91M -70,079 -67%
EF
557
Empirical Finance
Pennsylvania
$2.74M +$454K +5,385 +18%
MYLI
558
Meiji Yasuda Life Insurance
Japan
$2.7M +$30.7K +364 +1%
KIA
559
KCM Investment Advisors
California
$2.69M -$48K -569 -2%
SF
560
Synovus Financial
Georgia
$2.69M -$566K -6,717 -17%
HWM
561
HB Wealth Management
Georgia
$2.69M -$92.2K -1,094 -3%
GWM
562
Geneos Wealth Management
Colorado
$2.63M -$234K -2,782 -8%
HAIM
563
Hunter Associates Investment Management
Pennsylvania
$2.62M -$51.3K -609 -2%
PWMG
564
Pinnacle Wealth Management Group
Michigan
$2.62M +$25.3K +300 +0.9%
CTI
565
Community Trust & Investment
Kentucky
$2.62M +$78.7K +934 +3%
RJT
566
Raymond James Trust
Florida
$2.62M +$36.1K +428 +1%
CT
567
Coastline Trust
Rhode Island
$2.59M +$107K +1,264 +4%
MPM
568
Meritage Portfolio Management
Kansas
$2.58M +$149K +1,773 +6%
SP
569
Symmetry Partners
Connecticut
$2.57M
Federated Hermes
570
Federated Hermes
Pennsylvania
$2.56M -$208K -2,468 -7%
PF
571
Phoenix Financial
Israel
$2.55M +$355K +4,217 +15%
KPWS
572
Kestra Private Wealth Services
Texas
$2.53M +$391K +4,635 +17%
HI
573
Hoey Investments
Pennsylvania
$2.5M +$1.16M +13,814 +78%
NIM
574
Northeast Investment Management
Massachusetts
$2.48M -$337 -4 -0%
CHC
575
City Holding Co
West Virginia
$2.47M +$85.1K +1,010 +3%