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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PA
676
Profund Advisors
Maryland
$1.21M +$157K +2,738 +18%
CG
677
Caprock Group
Idaho
$1.21M +$39.6K +690 +4%
HAG
678
HighPoint Advisor Group
Illinois
$1.21M +$126K +2,195 +16%
NG
679
NatWest Group
United Kingdom
$1.2M
SC
680
Savant Capital
Illinois
$1.2M +$217K +3,781 +28%
KPWS
681
Kestra Private Wealth Services
Texas
$1.19M +$434K +7,571 +75%
DT
682
Diversified Trust
Tennessee
$1.18M +$29K +506 +3%
FTDI
683
First Trust Direct Indexing
Massachusetts
$1.17M +$983K +17,135 New
CLCM
684
Crawford Lake Capital Management
New Jersey
$1.17M +$977K +17,033 New
CI Investments Inc
685
CI Investments Inc
Ontario, Canada
$1.15M -$14.5M -253,178 -94%
SS
686
Simplicity Solutions
Minnesota
$1.15M -$246K -4,293 -20%
4WM
687
44 Wealth Management
Oregon
$1.15M +$964K +16,798 New
DPIM
688
Duff & Phelps Investment Management
Illinois
$1.15M +$143K +2,500 +18%
BDF
689
Balasa Dinverno & Foltz
$1.14M +$8.32K +145 +0.9%
OAM
690
Oak Asset Management
California
$1.13M -$12.9K -225 -1%
QI
691
Qtron Investments
Massachusetts
$1.13M +$254K +4,426 +37%
CIM
692
CIM Investment Management
Pennsylvania
$1.13M -$15.7K -273 -2%
S
693
swisspartners
Liechtenstein
$1.12M +$954K +16,625 New
FB
694
Fulton Bank
Pennsylvania
$1.12M +$3.16K +55 +0.3%
HBT
695
Hills Bank & Trust
Iowa
$1.11M +$718K +12,509 +335%
WAP
696
Wealthcare Advisory Partners
Pennsylvania
$1.11M -$143K -2,495 -13%
CGL
697
Clarius Group LLC
Washington
$1.1M +$224K +3,899 +32%
SFA
698
Sequoia Financial Advisors
Ohio
$1.1M +$1.21M +21,129 +293%
ASN
699
Advisory Services Network
Georgia
$1.1M -$35.2K -614 -4%
IFWM
700
Institute for Wealth Management
Colorado
$1.1M +$42.7K +745 +5%