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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Penserra Capital Management
California
$821K -$345K -8,217 -33%
CIM
602
CIM Investment Management
Pennsylvania
$815K
EM
603
Excalibur Management
Massachusetts
$808K +$313K +7,460 +80%
SP
604
Symmetry Partners
Connecticut
$804K +$321K +7,638 +85%
DAS
605
Dynamic Advisor Solutions
Arizona
$800K +$198K +4,724 +40%
OAM
606
Oak Asset Management
California
$793K -$63.7K -1,516 -8%
ATPW
607
Ashton Thomas Private Wealth
Arizona
$792K +$689K +16,399 New
WSFS
608
Wilmington Savings Fund Society
Delaware
$789K
CAN
609
Cetera Advisor Networks
California
$782K -$58.9K -1,403 -8%
WPC
610
White Pine Capital
Minnesota
$778K
AI
611
Atom Investors
Texas
$769K +$669K +15,922 New
XWM
612
Xcel Wealth Management
Florida
$767K +$78.3K +1,864 +13%
DI
613
Diligent Investors
California
$764K +$10.3K +245 +2%
PA
614
Profund Advisors
Maryland
$762K +$14.5K +345 +2%
TCOT
615
Trust Company of Toledo
Ohio
$760K +$168K +4,000 +34%
RIL
616
Rothschild Investment LLC
Illinois
$759K -$109K -2,600 -14%
IB
617
Intrust Bank
Kansas
$751K +$203K +4,825 +45%
Credit Agricole
618
Credit Agricole
France
$746K +$50.4K +1,200 +8%
ER
619
Enlightenment Research
Florida
$744K +$198K +4,708 +44%
CG
620
Caprock Group
Idaho
$743K +$76.2K +1,814 +13%
BRWA
621
B. Riley Wealth Advisors
Florida
$739K +$38.5K +916 +6%
SFG
622
SevenBridge Financial Group
Pennsylvania
$738K -$39.4K -937 -6%
TAM
623
Tocqueville Asset Management
New York
$737K +$196K +4,668 +44%
IFWM
624
Institute for Wealth Management
Colorado
$736K +$10.9K +259 +2%
TSWM
625
Triangle Securities Wealth Management
North Carolina
$734K +$18K +428 +3%