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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FM
701
Foster & Motley
Ohio
$1.85M -$634K -7,926 -29%
WAM
702
Werlinich Asset Management
Connecticut
$1.84M +$1.58M +19,690 New
FWP
703
FAS Wealth Partners
Kansas
$1.83M +$253K +3,160 +19%
SIA
704
Schechter Investment Advisors
Michigan
$1.82M +$212K +2,650 +16%
BW
705
Bison Wealth
Georgia
$1.8M +$5.04K +63 +0.3%
FFM
706
Forum Financial Management
Illinois
$1.78M -$63.1K -789 -4%
NP
707
NorthRock Partners
Minnesota
$1.77M +$853K +10,660 +127%
SLI
708
Sumitomo Life Insurance
Japan
$1.77M -$77.4K -968 -5%
Kovitz Investment Group Partners
709
Kovitz Investment Group Partners
Illinois
$1.77M -$521K -6,514 -26%
HIA
710
Harvest Investment Advisors
Florida
$1.77M +$7.36K +92 +0.5%
SW
711
SVB Wealth
Massachusetts
$1.77M +$26.9K +336 +2%
SPC
712
Sigma Planning Corp
Michigan
$1.76M -$1.86M -23,292 -55%
PWM
713
Perigon Wealth Management
California
$1.75M -$88.8K -1,110 -6%
HCM
714
Howland Capital Management
Massachusetts
$1.75M -$2.32K -29 -0.2%
CAM
715
Covenant Asset Management
New Jersey
$1.74M +$114K +1,419 +8%
MYAM
716
Meiji Yasuda Asset Management
Japan
$1.73M -$167K -2,085 -10%
BAM
717
Belpointe Asset Management
Nevada
$1.73M +$164K +2,051 +12%
CCP
718
Clough Capital Partners
Massachusetts
$1.73M -$336K -4,200 -18%
CG
719
Caprock Group
Idaho
$1.73M -$258K -3,229 -15%
CIA
720
Capital Investment Advisors
Georgia
$1.71M -$136K -1,700 -8%
WJWM
721
Williams Jones Wealth Management
New York
$1.7M -$393K -4,909 -21%
AIM
722
Acropolis Investment Management
Missouri
$1.7M -$30.2K -378 -2%
PA
723
Profund Advisors
Maryland
$1.7M +$301K +3,768 +26%
AIC
724
Argus Investors Counsel
New York
$1.7M +$168K +2,100 +13%
AFM
725
Abbot Financial Management
Massachusetts
$1.69M