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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
OR
926
Olympiad Research
Connecticut
$727K -$144K -1,685 -18%
SRC
927
Shufro Rose & Co
New York
$726K -$25.7K -300 -4%
RIG
928
Renaissance Investment Group
Massachusetts
$724K
AWE
929
Avidian Wealth Enterprises
Texas
$724K +$119K +1,385 +21%
OHU
930
Odey Holdings (UK)
United Kingdom
$724K +$677K +7,900 New
TPWA
931
TRUE Private Wealth Advisors
Oregon
$722K -$47.9K -559 -7%
BCM
932
Brookstone Capital Management
Illinois
$722K +$664K +7,744 New
CIM
933
CIM Investment Management
Pennsylvania
$721K -$3.6K -42 -0.5%
ATPW
934
Ashton Thomas Private Wealth
Arizona
$718K -$326K -3,797 -33%
Lido Advisors
935
Lido Advisors
California
$718K -$120K -1,401 -15%
CWM
936
Circle Wealth Management
New Jersey
$716K +$72.5K +846 +12%
MIC
937
Meridian Investment Counsel
California
$715K
WOC
938
West Oak Capital
California
$711K
ACM
939
Advisors Capital Management
New Jersey
$711K +$153K +1,784 +30%
DA
940
DCM Advisors
New York
$711K +$665K +7,752 New
WCM
941
Washburn Capital Management
Florida
$708K +$56.6K +660 +9%
KFS
942
Kurt F. Somerville
$701K -$52K -606 -7%
CCA
943
Childress Capital Advisors
Texas
$692K -$176K -2,051 -21%
LP
944
LMR Partners
United Kingdom
$692K +$50.2K +586 +8%
PTC
945
Private Trust Company
Ohio
$691K -$429 -5 -0.1%
TWM
946
TriaGen Wealth Management
California
$690K -$210K -2,453 -25%
TCM
947
Tributary Capital Management
Nebraska
$679K -$17.1K -200 -3%
MFG
948
Magnus Financial Group
New York
$678K -$26.8K -313 -4%
AMC
949
Asset Management Corp
Illinois
$678K -$25.2K -294 -4%
GLA
950
Good Life Advisors
Pennsylvania
$677K -$29.7K -346 -4%