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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AFM
701
Abbot Financial Management
Massachusetts
$1.57M
HI
702
Hoey Investments
Pennsylvania
$1.57M +$535K +6,979 +53%
SW
703
SteelPeak Wealth
California
$1.56M -$85.5K -1,115 -5%
RCIM
704
Russell Clark Investment Management
United Kingdom
$1.55M +$1.53M +20,000 New
CF
705
Centaurus Financial
California
$1.55M -$15.6K -204 -1%
UIA
706
UBP Investment Advisors
Switzerland
$1.55M
CGL
707
Clarius Group LLC
Washington
$1.53M +$278K +3,626 +22%
BOH
708
Bank of Hawaii
Hawaii
$1.53M +$71.9K +938 +5%
KPWS
709
Kestra Private Wealth Services
Texas
$1.52M +$149K +1,947 +11%
RA
710
Rational Advisors
New York
$1.51M -$18.2K -237 -1%
Vanguard Personalized Indexing Management
711
Vanguard Personalized Indexing Management
California
$1.49M +$462K +6,032 +46%
SSG
712
Summit Securities Group
New York
$1.49M +$720K +9,400 +96%
CI
713
Conning Inc
Connecticut
$1.49M -$118K -1,540 -7%
TIA
714
Tiemann Investment Advisors
California
$1.49M +$9.27K +121 +0.6%
SC
715
Savant Capital
Illinois
$1.47M +$112K +1,455 +8%
WIS
716
Wright Investors Service
Connecticut
$1.47M +$10.4K +136 +0.7%
HAG
717
HighPoint Advisor Group
Illinois
$1.46M +$140K +1,829 +11%
AW
718
Alaethes Wealth
Nevada
$1.46M +$1.44M +18,833 New
MF
719
Magnetar Financial
Illinois
$1.46M +$1.44M +18,842 New
RBA
720
Richard Bernstein Advisors
New York
$1.43M
FTDI
721
First Trust Direct Indexing
Massachusetts
$1.43M +$94.3K +1,230 +7%
TIA
722
Trust Investment Advisors
Indiana
$1.42M -$10.9K -142 -0.8%
CCG
723
Cloverfields Capital Group
Minnesota
$1.42M +$234K +3,059 +20%
WSFS
724
Wilmington Savings Fund Society
Delaware
$1.42M +$920 +12 +0.1%
SCI
725
S&CO Inc
Massachusetts
$1.42M +$1.4M +18,231 New