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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
851
Lebenthal Global Advisors
New York
$841K +$371K +4,528 +69%
PAWC
852
P.A.W. Capital
Connecticut
$837K +$81.9K +1,000 +10%
ONB
853
Old National Bancorp
Indiana
$836K +$901K +10,999 New
WANY
854
Wealthspire Advisors (New York)
New York
$832K +$280K +3,418 +45%
PWS
855
Precision Wealth Strategies
Missouri
$830K +$80.4K +982 +10%
PCA
856
Pallas Capital Advisors
Massachusetts
$828K -$60.1K -734 -7%
APWA
857
Atlas Private Wealth Advisors
New Jersey
$826K +$2.7K +33 +0.3%
CWM
858
Calamos Wealth Management
Illinois
$826K +$6.63K +81 +0.8%
MC
859
Muhlenkamp & Co
Pennsylvania
$822K
EP
860
Eudaimonia Partners
Tennessee
$821K +$148K +1,811 +20%
SA
861
SRN Advisors
Pennsylvania
$820K -$148K -1,812 -14%
RCA
862
Roberts Capital Advisors
Colorado
$820K
CA
863
Capitolis Advisors
New York
$818K
DWM
864
Dakota Wealth Management
Florida
$815K -$791K -9,654 -47%
Vanguard Capital Wealth Advisors
865
Vanguard Capital Wealth Advisors
Colorado
$811K -$65.7K -802 -7%
JWCA
866
J.W. Cole Advisors
Florida
$811K +$12K +146 +1%
AFA
867
Abacus FCF Advisors
Florida
$810K -$381K -4,652 -30%
SAM
868
Silvercrest Asset Management
New York
$806K -$131K -1,599 -13%
PHS
869
Pekin Hardy Strauss
Illinois
$802K -$35.1K -428 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
870
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$799K +$860K +10,500 New
LCS
871
Levin Capital Strategies
New York
$799K +$860K +10,500 New
RCIM
872
Red Cedar Investment Management
Michigan
$797K -$380K -4,636 -31%
BJL
873
Brighton Jones LLC
Washington
$793K -$8.85K -108 -1%
PPW
874
Parcion Private Wealth
Washington
$785K +$11.1K +136 +1%
VFA
875
Voya Financial Advisors
Connecticut
$785K +$224K +2,732 +37%