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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
QC
851
Quent Capital
New York
$994K -$13.5K -158 -1%
PWP
852
Principle Wealth Partners
Connecticut
$993K -$80.4K -940 -7%
HIA
853
Harbor Investment Advisory
Maryland
$991K -$16.4K -192 -2%
GCM
854
Gibraltar Capital Management
Oklahoma
$991K -$4.55M -53,231 -82%
TCOV
855
Trust Company of Vermont
Vermont
$991K +$72.1K +843 +8%
LSA
856
Lansing Street Advisors
Pennsylvania
$991K +$9.24K +108 +0.9%
ICG
857
InterOcean Capital Group
Tennessee
$985K -$229K -2,682 -19%
OIA
858
OneDigital Investment Advisors
Kansas
$984K -$32.2K -377 -3%
BTWM
859
Baker Tilly Wealth Management
Wisconsin
$982K +$18.3K +214 +2%
IA
860
IFP Advisors
Florida
$979K +$208K +2,437 +27%
SG
861
StoneX Group
New York
$978K +$39.1K +457 +4%
CBT
862
Central Bank & Trust
Kentucky
$976K -$4.7K -55 -0.5%
FFP
863
FourThought Financial Partners
Florida
$975K -$53.5K -625 -5%
DWT
864
Dorsey & Whitney Trust
South Dakota
$974K -$52.7K -616 -5%
AAM
865
AR Asset Management
California
$974K
EWA
866
EverSource Wealth Advisors
Alabama
$971K -$37.1K -434 -4%
KNW
867
Kesler Norman & Wride
Utah
$969K -$17.4K -203 -2%
GC
868
GFG Capital
Florida
$965K -$1.37K -16 -0.1%
RPC
869
Rossmore Private Capital
Connecticut
$962K +$445K +5,200 +86%
JWCA
870
J.W. Cole Advisors
Florida
$961K -$70.5K -824 -7%
PCM
871
Parsons Capital Management
Rhode Island
$956K +$80.4K +940 +9%
WCM
872
Washburn Capital Management
Florida
$949K -$186K -2,175 -16%
DWM
873
Dakota Wealth Management
Florida
$941K -$289K -3,375 -23%
FTWA
874
Fifth Third Wealth Advisors
Ohio
$938K +$536K +6,267 +133%
BFIM
875
Beese Fulmer Investment Management
Ohio
$937K