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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
801
Cornerstone Advisors (Washington)
Washington
$232K +$64K +1,224 +33%
CI Investments Inc
802
CI Investments Inc
Ontario, Canada
$228K +$251K +4,800 New
SS
803
Sunbelt Securities
Texas
$226K +$105 +2 +0%
SS
804
Simplicity Solutions
Minnesota
$225K +$249K +4,756 New
AWM
805
Avior Wealth Management
Nebraska
$223K -$941 -18 -0.4%
TL
806
TrueWealth LLC
Georgia
$222K
NFG
807
Next Financial Group
Texas
$221K -$96.1K -1,839 -28%
BBWA
808
Bell & Brown Wealth Advisors
California
$220K +$1.1K +21 +0.5%
TP
809
Truvvo Partners
New York
$218K -$387K -7,400 -62%
CCMT
810
CMT Capital Markets Trading
Germany
$218K +$31.7K +606 +15%
NIM
811
NuWave Investment Management
New Jersey
$218K +$241K +4,608 New
CAPTRUST Financial Advisors
812
CAPTRUST Financial Advisors
North Carolina
$217K -$4.65K -89 -2%
BHBT
813
Burke & Herbert Bank & Trust
Virginia
$217K
MCM
814
Marathon Capital Management
Maryland
$215K -$63K -1,206 -21%
MWPCG
815
Measured Wealth Private Client Group
New Hampshire
$215K +$237K +4,536 New
DWM
816
Dakota Wealth Management
Florida
$215K +$237K +4,540 New
HCM
817
Hodges Capital Management
Texas
$213K +$24.6K +470 +12%
TTWM
818
TCV Trust & Wealth Management
Virginia
$212K
GIA
819
GHP Investment Advisors
Colorado
$212K +$13.1K +250 +6%
LNB
820
Ledyard National Bank
$211K -$52.3K -1,000 -18%
GCA
821
Gradient Capital Advisors
California
$211K +$993 +19 +0.4%
EWM
822
Edge Wealth Management
New York
$211K +$155K +2,961 +199%
SFG
823
SevenBridge Financial Group
Pennsylvania
$209K -$5.22K -100 -2%
LFA
824
Legacy Financial Advisors
Kentucky
$209K +$84K +1,608 +59%
FDS
825
First Dallas Securities
Texas
$209K +$230K +4,400 New