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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
876
Hobart Private Capital
North Carolina
$890K -$13.6K -159 -2%
VCA
877
Verdence Capital Advisors
Maryland
$890K -$435K -5,075 -34%
TC
878
Trilogy Capital
California
$885K +$818K +9,539 New
BJL
879
Brighton Jones LLC
Washington
$882K +$49.9K +582 +6%
FCI
880
Financial Counselors Inc
Kansas
$881K -$514 -6 -0.1%
ST
881
Smithfield Trust
Pennsylvania
$879K -$8.06K -94 -1%
FAM
882
Fulcrum Asset Management
United Kingdom
$879K
IAS
883
IMA Advisory Services
Colorado
$877K +$50.2K +585 +7%
TCOV
884
Trust Company of Vermont
Vermont
$868K -$13.2K -154 -2%
D.E. Shaw & Co
885
D.E. Shaw & Co
New York
$867K -$10.6M -123,719 -93%
BFS
886
Bradley Foster & Sargent
Connecticut
$867K +$4.29K +50 +0.5%
DMBA
887
Deseret Mutual Benefit Administrators
Utah
$864K +$808K +9,418 New
BTWM
888
Baker Tilly Wealth Management
Wisconsin
$863K +$53.8K +627 +7%
LCM
889
Laurion Capital Management
New York
$861K -$35.4M -413,267 -98%
FWIA
890
Fort Washington Investment Advisors
Ohio
$861K -$62.2K -725 -7%
CCM
891
Corsair Capital Management
New York
$856K -$7.46K -87 -0.9%
IIC
892
Ironwood Investment Counsel
Arizona
$851K +$77.3K +901 +11%
SG
893
Stonnington Group
California
$850K -$25.7K -300 -3%
CTI
894
Community Trust & Investment
Kentucky
$850K +$320K +3,732 +67%
FHA
895
First Horizon Advisors
Tennessee
$848K -$39.9K -465 -5%
BSA
896
Bull Street Advisors
Georgia
$846K -$12.9K -150 -2%
LSAG
897
Lake Street Advisors Group
New Hampshire
$846K +$4.8K +56 +0.7%
HC
898
Henshaw Capital
Massachusetts
$846K +$401K +4,671 +103%
NNP
899
Nachman Norwood & Parrott
South Carolina
$842K +$3.34K +39 +0.4%
SB
900
Strategic Blueprint
Georgia
$837K +$107K +1,249 +16%