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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
STA
901
Summit Trail Advisors
New York
$833K +$475K +5,091 +116%
TCM
902
Twin Capital Management
Pennsylvania
$832K -$56K -600 -6%
MC
903
Moors & Cabot
Massachusetts
$830K -$351K -3,763 -28%
CAAS
904
Capital Asset Advisory Services
Michigan
$830K +$203K +2,171 +30%
MMPW
905
Mitchell McLeod Pugh & Williams
Alabama
$828K -$48.2K -516 -5%
GRP
906
Global Retirement Partners
California
$828K +$502K +5,378 +123%
AWE
907
Avidian Wealth Enterprises
Texas
$821K -$38K -407 -4%
WAL
908
W Advisors LLC
Tennessee
$810K +$1.4K +15 +0.2%
PCM
909
Pennsylvania Capital Management
Pennsylvania
$799K – – –
PWPS
910
Pinnacle Wealth Planning Services
Ohio
$799K +$459K +4,918 +118%
WPW
911
Waldron Private Wealth
Pennsylvania
$794K -$19.1K -205 -2%
FPCP
912
Fort Point Capital Partners
California
$791K +$92.7K +993 +12%
ERIC
913
Eagle Rock Investment Company
Georgia
$790K – – –
Bank Julius Baer & Co
914
Bank Julius Baer & Co
Switzerland
$790K -$16.1K -173 -2%
DI
915
DFPG Investments
Utah
$789K +$216K +2,316 +35%
BJL
916
Brighton Jones LLC
Washington
$788K -$76.6K -821 -8%
FNFDCM
917
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$774K – – –
LOAMS
918
Lombard Odier Asset Management (Switzerland)
Switzerland
$768K -$41.7K -447 -5%
DDC
919
DF Dent & Co
Maryland
$766K +$72.2K +774 +10%
EGA
920
E&G Advisors
Texas
$765K -$8.49K -91 -1%
HC
921
Hamilton Capital
Ohio
$759K +$324K +3,474 +67%
RFA
922
Resurgent Financial Advisors
Georgia
$757K +$65.4K +701 +9%
CAG
923
Csenge Advisory Group
Florida
$757K +$88.3K +946 +12%
SDAM
924
Shulman DeMeo Asset Management
New York
$755K -$13.6K -146 -2%
GLA
925
Good Life Advisors
Pennsylvania
$754K -$294K -3,147 -27%