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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LB
876
Legacy Bridge
Iowa
$931K +$53.5K +625 +6%
CWAG
877
Compton Wealth Advisory Group
Virginia
$927K +$12.6K +147 +1%
NC
878
Nightview Capital
Texas
$926K +$927K +10,844 New
WT
879
Washington Trust
Rhode Island
$920K
CT
880
Columbia Trust
Oregon
$917K +$17.4K +203 +2%
Vanguard Capital Wealth Advisors
881
Vanguard Capital Wealth Advisors
Colorado
$915K -$7.27K -85 -0.8%
TSWM
882
Triangle Securities Wealth Management
North Carolina
$914K -$24.5K -287 -3%
VWM
883
Venturi Wealth Management
Texas
$913K +$82.4K +963 +10%
NCM
884
NCM Capital Management
New Jersey
$906K +$1.37K +16 +0.2%
ADL
885
Asset Dedication LLC
California
$904K -$98.7K -1,154 -10%
BAM
886
Belpointe Asset Management
Nevada
$895K -$940K -10,986 -51%
RPCONE
887
Retirement Planning Company of New England
Rhode Island
$894K +$3.42K +40 +0.4%
CAAS
888
Capital Asset Advisory Services
Michigan
$892K +$81K +947 +10%
BFG
889
Beacon Financial Group
Texas
$892K -$74.6K -872 -8%
MGIA
890
Moneta Group Investment Advisors
Missouri
$889K -$48.8K -571 -5%
MC
891
Moors & Cabot
Massachusetts
$882K +$74.5K +871 +9%
DS
892
DRW Securities
Illinois
$880K +$551K +6,444 +167%
MTIM
893
Marathon Trading Investment Management
Pennsylvania
$878K +$228K +2,670 +35%
RCIM
894
Red Cedar Investment Management
Michigan
$871K -$559K -6,538 -39%
SAM
895
Silvercrest Asset Management
New York
$868K +$3.76K +44 +0.4%
CIAS
896
Capital Investment Advisory Services
North Carolina
$866K +$190K +2,224 +28%
FHA
897
First Horizon Advisors
Tennessee
$866K -$52.3K -611 -6%
CWM
898
Calamos Wealth Management
Illinois
$863K +$10.3K +121 +1%
AIA
899
Alera Investment Advisors
Illinois
$862K +$35.9K +420 +4%
MFG
900
Magnus Financial Group
New York
$860K -$12.9K -151 -1%