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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
CoreCap Advisors
Michigan
$1.24M +$125K +1,484 +10%
BFS
752
Bradley Foster & Sargent
Connecticut
$1.23M -$9.36K -111 -0.7%
MAM
753
Mystic Asset Management
Rhode Island
$1.23M +$16K +190 +1%
KA
754
Kintegral Advisory
New York
$1.21M
EH
755
Equitable Holdings
New York
$1.21M +$496K +5,886 +63%
DI
756
Diligent Investors
California
$1.21M +$169 +2 +0%
ST
757
Somerset Trust
Pennsylvania
$1.2M +$31K +368 +2%
LRWA
758
Long Run Wealth Advisors
New York
$1.19M +$195K +2,316 +18%
BP
759
Ballentine Partners
Massachusetts
$1.19M +$145K +1,720 +13%
PI
760
Parkside Investments
Illinois
$1.19M +$253K +3,000 +25%
FCI
761
Financial Counselors Inc
Kansas
$1.18M -$14.2K -168 -1%
WWM
762
Wolff Wiese Magana
California
$1.18M +$1.07M +12,721 +591%
GWSG
763
GPS Wealth Strategies Group
Colorado
$1.17M -$27.4K -325 -2%
PA
764
Profund Advisors
Maryland
$1.17M -$22.8K -271 -2%
AJ
765
Ashburton (Jersey)
Jersey
$1.17M +$1.25M +14,822 New
VT
766
Vise Technologies
New York
$1.17M +$301K +3,572 +32%
CWM
767
Chesapeake Wealth Management
Virginia
$1.16M +$295K +3,500 +31%
AFS
768
Aft Forsyth & Sober
Florida
$1.16M
WCM
769
Washburn Capital Management
Florida
$1.15M +$57.3K +680 +5%
SFG
770
SevenBridge Financial Group
Pennsylvania
$1.15M -$6.24K -74 -0.5%
SFS
771
Sowell Financial Services
Arkansas
$1.15M -$257K -3,050 -17%
DPIM
772
Duff & Phelps Investment Management
Illinois
$1.15M -$93.6K -1,110 -7%
CWAG
773
Compton Wealth Advisory Group
Virginia
$1.15M +$23.9K +283 +2%
SC
774
SouthState Corp
Florida
$1.14M -$70.2K -833 -5%
ZIG
775
Zullo Investment Group
Pennsylvania
$1.14M +$4.13K +49 +0.3%