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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IA
776
IndexIQ Advisors
New York
$430K +$270K +5,358 +151%
SAM
777
Strategy Asset Managers
California
$429K -$151K -3,000 -25%
LTI
778
Laffer Tengler Investments
Tennessee
$427K -$239K -4,747 -35%
OFS
779
OneAscent Financial Services
Alabama
$421K -$3.48K -69 -0.8%
WJWM
780
Williams Jones Wealth Management
New York
$419K -$90.7K -1,800 -17%
BHBT
781
Burke & Herbert Bank & Trust
Virginia
$417K
WIA
782
Wealthstreet Investment Advisors
Texas
$412K
SRC
783
Shufro Rose & Co
New York
$412K +$39.3K +780 +10%
IC
784
Intersect Capital
California
$408K +$78.5K +1,559 +23%
SPC
785
Sigma Planning Corp
Michigan
$406K -$115K -2,287 -21%
EGA
786
E&G Advisors
Texas
$406K
NNP
787
Nachman Norwood & Parrott
South Carolina
$405K +$73K +1,450 +21%
CPO
788
Cerity Partners OCIO
New York
$402K +$58.6K +1,164 +16%
TCBWMS
789
Texas Capital Bank Wealth Management Services
Texas
$389K +$406K +8,055 New
WOC
790
West Oak Capital
California
$387K -$25.2K -500 -6%
RR
791
Robotti Robert
$387K
QP
792
Quilter Plc
United Kingdom
$381K -$34.2K -678 -8%
RIG
793
Renaissance Investment Group
Massachusetts
$381K
WBG
794
Wharton Business Group
Pennsylvania
$381K +$16.9K +336 +4%
Cetera Investment Advisers
795
Cetera Investment Advisers
Illinois
$381K +$300K +5,955 +130%
VCM
796
Vivaldi Capital Management
Illinois
$379K -$5.39K -107 -2%
BCM
797
Brown Capital Management
Maryland
$378K
PA
798
Procyon Advisors
Connecticut
$373K +$7.61K +151 +2%
VFPI
799
Vantage Financial Partners (Illinois)
Illinois
$372K +$20.2K +400 +5%
CA
800
Cetera Advisors
Colorado
$372K +$25.4K +505 +7%