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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RCIM
851
Red Cedar Investment Management
Michigan
$955K +$64.4K +756 +7%
NCM
852
NCM Capital Management
New Jersey
$952K
AF
853
Allworth Financial
California
$946K -$31.9K -374 -3%
EWA
854
EverSource Wealth Advisors
Alabama
$938K -$440K -5,163 -32%
ANTB
855
AMG National Trust Bank
Colorado
$930K -$47.5K -557 -5%
MG
856
Marex Group
$923K +$925K +10,854 New
MP
857
McDonald Partners
Ohio
$921K -$2.98K -35 -0.3%
APWA
858
Atlas Private Wealth Advisors
New Jersey
$920K -$5.79K -68 -0.6%
WT
859
Washington Trust
Rhode Island
$917K +$51.1K +600 +6%
BTWM
860
Baker Tilly Wealth Management
Wisconsin
$917K -$10.8K -127 -1%
VCA
861
Verdence Capital Advisors
Maryland
$916K +$216K +2,529 +31%
PCA
862
Pallas Capital Advisors
Massachusetts
$912K -$51.3K -602 -6%
CCA
863
Childress Capital Advisors
Texas
$909K -$29.7K -349 -3%
DT
864
Diversified Trust
Tennessee
$904K +$56.6K +664 +7%
Vanguard Capital Wealth Advisors
865
Vanguard Capital Wealth Advisors
Colorado
$904K -$16.2K -190 -2%
IA
866
IFP Advisors
Florida
$890K +$21.5K +252 +2%
VWM
867
Venturi Wealth Management
Texas
$883K -$5.03K -59 -0.6%
ADIM
868
Alpha DNA Investment Management
Maryland
$875K +$215K +2,524 +32%
PCP
869
Proficio Capital Partners
Massachusetts
$871K +$127K +1,495 +17%
RZH
870
Relyea Zuckerberg Hanson
Connecticut
$870K -$1.11K -13 -0.1%
RPCONE
871
Retirement Planning Company of New England
Rhode Island
$862K +$1.11K +13 +0.1%
TCM
872
Twin Capital Management
Pennsylvania
$857K +$95.4K +1,119 +12%
CWM
873
Calamos Wealth Management
Illinois
$853K -$6.56K -77 -0.8%
VFA
874
Voya Financial Advisors
Connecticut
$853K -$3.67K -43 -0.4%
GA
875
Greenhaven Associates
New York
$850K