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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
OHS
776
Odey Holdings (Switzerland)
Switzerland
$430K – – –
RSS
777
Rosenblum Silverman Sutton
California
$430K – – –
IA
778
IndexIQ Advisors
New York
$430K +$270K +5,358 +151%
SAM
779
Strategy Asset Managers
California
$429K -$151K -3,000 -25%
LTI
780
Laffer Tengler Investments
Tennessee
$427K -$239K -4,747 -35%
OFS
781
OneAscent Financial Services
Alabama
$421K -$3.48K -69 -0.8%
WJWM
782
Williams Jones Wealth Management
New York
$419K -$90.7K -1,800 -17%
BHBT
783
Burke & Herbert Bank & Trust
Virginia
$417K – – –
BHB
784
Bank Hapoalim BM
Israel
$416K -$32.5K -645 -7%
WIA
785
Wealthstreet Investment Advisors
Texas
$412K – – –
SRC
786
Shufro Rose & Co
New York
$412K +$39.3K +780 +10%
IC
787
Intersect Capital
California
$408K +$78.5K +1,559 +23%
SPC
788
Sigma Planning Corp
Michigan
$406K -$115K -2,287 -21%
EGA
789
E&G Advisors
Texas
$406K – – –
NNP
790
Nachman Norwood & Parrott
South Carolina
$405K +$73K +1,450 +21%
CPO
791
Cerity Partners OCIO
New York
$402K +$58.6K +1,164 +16%
TCBWMS
792
Texas Capital Bank Wealth Management Services
Texas
$389K +$406K +8,055 New
WOC
793
West Oak Capital
California
$387K -$25.2K -500 -6%
RR
794
Robotti Robert
$387K – – –
QP
795
Quilter Plc
United Kingdom
$381K -$34.2K -678 -8%
RIG
796
Renaissance Investment Group
Massachusetts
$381K – – –
WBG
797
Wharton Business Group
Pennsylvania
$381K +$16.9K +336 +4%
Cetera Investment Advisers
798
Cetera Investment Advisers
Illinois
$381K +$300K +5,955 +130%
VCM
799
Vivaldi Capital Management
Illinois
$379K -$5.39K -107 -2%
BCM
800
Brown Capital Management
Maryland
$378K – – –