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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ONB
851
Old National Bancorp
Indiana
$872K +$3.46K +41 +0.4%
PAWC
852
P.A.W. Capital
Connecticut
$869K
BTWM
853
Baker Tilly Wealth Management
Wisconsin
$862K -$93.1K -1,105 -9%
APWA
854
Atlas Private Wealth Advisors
New Jersey
$860K +$2.11K +25 +0.2%
MP
855
McDonald Partners
Ohio
$859K -$579K -6,867 -39%
Vanguard Capital Wealth Advisors
856
Vanguard Capital Wealth Advisors
Colorado
$855K +$12.6K +149 +1%
RCA
857
Roberts Capital Advisors
Colorado
$852K
DC
858
Diametric Capital
Massachusetts
$850K +$907K +10,761 New
MG
859
Mather Group
Illinois
$845K -$244K -2,893 -21%
WS
860
Wedbush Securities
California
$844K +$141K +1,667 +18%
PCA
861
Pallas Capital Advisors
Massachusetts
$842K +$2.61K +31 +0.3%
RCIM
862
Red Cedar Investment Management
Michigan
$828K
VWM
863
Venturi Wealth Management
Texas
$825K +$51.9K +616 +6%
GAM
864
Gotham Asset Management
New York
$812K +$20.9K +248 +2%
RZH
865
Relyea Zuckerberg Hanson
Connecticut
$810K +$17.2K +204 +2%
PWS
866
Precision Wealth Strategies
Missouri
$808K -$75K -890 -8%
OPS
867
Orion Portfolio Solutions
Nebraska
$805K +$163K +1,932 +23%
WT
868
Washington Trust
Rhode Island
$804K +$59K +700 +7%
VFA
869
Voya Financial Advisors
Connecticut
$802K +$421 +5 +0%
CWM
870
Calamos Wealth Management
Illinois
$799K -$63.6K -755 -7%
RPCONE
871
Retirement Planning Company of New England
Rhode Island
$799K +$3.88K +46 +0.5%
DC
872
Davenport & Co
Virginia
$796K -$166K -1,971 -16%
CIA
873
Caerus Investment Advisors
Texas
$796K
FWP
874
FAS Wealth Partners
Kansas
$795K +$177K +2,103 +26%
CM
875
Caption Management
Oklahoma
$790K -$2.4M -28,500 -74%