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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CIS
751
Connors Investor Services
Pennsylvania
$490K -$756K -15,000 -60%
GFP
752
Gryphon Financial Partners
Ohio
$490K +$1.06K +21 +0.2%
BB
753
Busey Bank
Illinois
$489K -$12.5K -248 -2%
WT
754
Washington Trust
Rhode Island
$487K +$60.5K +1,200 +14%
KPWS
755
Kestra Private Wealth Services
Texas
$485K +$506K +10,035 New
CI
756
Clal Insurance
Israel
$483K – – –
VIA
757
Vident Investment Advisory
Georgia
$481K +$43.8K +870 +10%
CCM
758
Corsair Capital Management
New York
$477K +$497K +9,865 New
SDAM
759
Shulman DeMeo Asset Management
New York
$475K +$2.02K +40 +0.4%
OWA
760
Outlook Wealth Advisors
Texas
$474K +$27.2K +540 +6%
WT
761
Whittier Trust
California
$471K +$6.75K +134 +1%
TCOV
762
Trust Company of Vermont
Vermont
$467K -$4.63K -92 -0.9%
AWM
763
Altium Wealth Management
New York
$461K +$36.6K +726 +8%
BWM
764
Buckley Wealth Management
Nevada
$455K -$200K -3,967 -30%
TPWA
765
TRUE Private Wealth Advisors
Oregon
$451K -$33.6K -667 -7%
CCA
766
Checchi Capital Advisers
California
$451K +$453 +9 +0.1%
CAW
767
Cornerstone Advisors (Washington)
Washington
$450K -$1.31K -26 -0.3%
BSA
768
Bull Street Advisors
Georgia
$448K – – –
TWI
769
Thomas White International
Illinois
$446K – – –
GLA
770
Good Life Advisors
Pennsylvania
$444K -$6.9K -137 -1%
AC
771
Abbrea Capital
California
$444K -$1.76K -35 -0.4%
BCM
772
Barometer Capital Management
Ontario, Canada
$442K +$463K +9,200 New
MGIA
773
Moneta Group Investment Advisors
Missouri
$440K -$8.82K -175 -2%
VI
774
Versor Investments
New York
$435K +$453K +9,000 New
1WA
775
180 Wealth Advisors
Washington
$433K +$424K +8,414 New