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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
551
U.S. Capital Wealth Advisors
Texas
$3.12M +$767K +8,830 +30%
GT
552
Greenleaf Trust
Michigan
$3.1M +$160K +1,841 +5%
JWM
553
Jupiter Wealth Management
Colorado
$3.09M -$219K -2,524 -6%
WANY
554
Wealthspire Advisors (New York)
New York
$3.07M +$2.15M +24,787 +193%
EW
555
Evexia Wealth
Wisconsin
$3.07M +$249K +2,870 +7%
PP
556
Patten & Patten
Tennessee
$3.06M +$19.4K +223 +0.6%
CC
557
Carlson Capital
Texas
$3.05M +$3.25M +37,400 New
Loomis, Sayles & Company
558
Loomis, Sayles & Company
Massachusetts
$3M -$148K -1,702 -4%
WSTAM
559
Wilbanks Smith & Thomas Asset Management
Virginia
$2.99M +$1.59M +18,314 +100%
SWM
560
Sculati Wealth Management
Michigan
$2.98M -$9.72K -112 -0.3%
LM
561
Lincluden Management
Ontario, Canada
$2.98M -$14.2K -163 -0.4%
AGC
562
Aspen Grove Capital
Colorado
$2.97M -$59K -679 -2%
AIMC
563
Alley Investment Management Company
Illinois
$2.94M
KWA
564
KCS Wealth Advisory
California
$2.94M -$479K -5,514 -13%
LNWWM
565
Laird Norton Wetherby Wealth Management
California
$2.94M -$49.1K -566 -2%
CC
566
Centiva Capital
New York
$2.94M +$3.04M +34,965 +3,385%
CHC
567
City Holding Co
West Virginia
$2.93M +$284K +3,270 +10%
CCP
568
Cunning Capital Partners
North Carolina
$2.9M +$3.08M +35,478 New
USAA
569
United Services Automobile Association
Texas
$2.9M +$265K +3,051 +9%
ACM
570
Advent Capital Management
New York
$2.86M +$868K +10,000 +40%
SFI
571
Siemens Fonds Invest
Germany
$2.84M -$115K -1,325 -4%
LSAG
572
Lake Street Advisors Group
New Hampshire
$2.82M -$56K -645 -2%
VNIM
573
Vaughan Nelson Investment Management
Texas
$2.81M
FNT
574
First National Trust
Pennsylvania
$2.78M +$1.86M +21,433 +171%
RAM
575
Readystate Asset Management
Illinois
$2.78M +$2.95M +33,981 New