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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
Empirical Wealth Management
Washington
$2.82M -$633K -3,656 -18%
FAM
852
Fulcrum Asset Management
United Kingdom
$2.82M +$41.6K +240 +1%
HIA
853
Harvest Investment Advisors
Florida
$2.79M -$66.7K -385 -2%
Luther King Capital Management (LKCM)
854
Luther King Capital Management (LKCM)
Texas
$2.78M +$76.9K +444 +3%
ST
855
Somerset Trust
Pennsylvania
$2.77M +$31.5K +182 +1%
SI
856
Shaker Investments
Ohio
$2.77M -$189K -1,089 -6%
IA
857
IFC Advisors
California
$2.76M +$69.4K +401 +2%
BPWM
858
BCS Private Wealth Management
New Jersey
$2.76M +$837K +4,834 +40%
OIA
859
OneDigital Investment Advisors
Kansas
$2.75M -$142K -819 -5%
CP
860
Cornerstone Planning
North Carolina
$2.75M -$622K -3,591 -18%
IFWM
861
Institute for Wealth Management
Colorado
$2.74M -$8.31K -48 -0.3%
GGA
862
Granite Group Advisors
Connecticut
$2.74M -$242K -1,395 -8%
SPS
863
Susquehanna Portfolio Strategies
Pennsylvania
$2.72M
CAM
864
Covenant Asset Management
New Jersey
$2.71M -$188K -1,084 -6%
NW
865
NewEdge Wealth
Pennsylvania
$2.68M -$1.73M -10,001 -38%
HT
866
Heritage Trust
Oklahoma
$2.68M -$111K -640 -4%
QI
867
Qtron Investments
Massachusetts
$2.65M +$693 +4 +0%
IIA
868
IPG Investment Advisors
California
$2.65M +$276K +1,597 +11%
TPW
869
Talon Private Wealth
Florida
$2.65M +$2.78M +16,081 New
CCA
870
Checchi Capital Advisers
California
$2.64M +$118K +684 +4%
CI
871
Cherokee Insurance
Michigan
$2.63M
CWAG
872
Compton Wealth Advisory Group
Virginia
$2.63M +$339K +1,956 +14%
BG
873
BDF Gestion
France
$2.62M
SCTC
874
Sanibel Captiva Trust Company
Florida
$2.62M +$113K +651 +4%
PFBT
875
Parkside Financial Bank & Trust
Missouri
$2.62M +$2.94K +17 +0.1%