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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
701
West Oak Capital
California
$445K +$14.2K +300 +4%
BCWM
702
Bartlett & Co Wealth Management
Ohio
$441K
GFP
703
Gryphon Financial Partners
Ohio
$441K -$16.3K -344 -4%
BHBT
704
Burke & Herbert Bank & Trust
Virginia
$440K
CG
705
Caprock Group
Idaho
$437K -$4.4K -93 -1%
FPA
706
First Pacific Advisors
California
$437K
EGA
707
E&G Advisors
Texas
$435K -$23.7K -500 -6%
OWA
708
Outlook Wealth Advisors
Texas
$431K +$31.4K +663 +9%
FPCP
709
Fort Point Capital Partners
California
$428K
ASC
710
Atalanta Sosnoff Capital
New York
$422K +$391K +8,253 New
KWMG
711
King Wealth Management Group
Florida
$419K -$75.6K -1,598 -16%
Connor, Clark & Lunn Investment Management (CC&L)
712
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$419K +$388K +8,189 New
EM
713
Excalibur Management
Massachusetts
$418K -$7.57K -160 -2%
WS
714
Wedbush Securities
California
$418K +$61.6K +1,301 +19%
WCA
715
Westover Capital Advisors
Delaware
$414K +$4.73K +100 +1%
S
716
SignatureFD
Georgia
$410K +$24K +508 +7%
GLA
717
Good Life Advisors
Pennsylvania
$403K +$12K +253 +3%
BCM
718
Brown Capital Management
Maryland
$402K -$1.14K -24 -0.3%
NNP
719
Nachman Norwood & Parrott
South Carolina
$401K +$13.9K +293 +4%
TAM
720
Tocqueville Asset Management
New York
$399K -$2.37M -50,100 -87%
SRC
721
Shufro Rose & Co
New York
$396K +$14.2K +300 +4%
RMCM
722
Reynders McVeigh Capital Management
Massachusetts
$396K +$366K +7,739 New
JWCA
723
J.W. Cole Advisors
Florida
$391K +$362K +7,652 New
VC
724
Veracity Capital
Georgia
$388K +$360K +7,597 New
MIH
725
Meitav Investment House
Israel
$388K +$360K +7,610 New