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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
926
Burke & Herbert Bank & Trust
Virginia
$838K
LB
927
Legacy Bridge
Iowa
$836K
NVIM
928
New Vernon Investment Management
Illinois
$832K
PHS
929
Pekin Hardy Strauss
Illinois
$831K +$154K +1,557 +22%
SDAM
930
Shulman DeMeo Asset Management
New York
$831K +$846K +8,535 New
Luther King Capital Management (LKCM)
931
Luther King Capital Management (LKCM)
Texas
$810K +$165K +1,670 +25%
EGA
932
E&G Advisors
Texas
$808K +$822K +8,301 New
FPCP
933
Fort Point Capital Partners
California
$807K +$32.7K +330 +4%
PCM
934
Pennsylvania Capital Management
Pennsylvania
$803K +$782K +7,890 New
PCP
935
Proficio Capital Partners
Massachusetts
$801K -$76.4K -771 -9%
EP
936
Eudaimonia Partners
Tennessee
$799K +$3.27K +33 +0.4%
AWE
937
Avidian Wealth Enterprises
Texas
$796K +$28.5K +288 +4%
GLA
938
Good Life Advisors
Pennsylvania
$795K +$78K +787 +11%
HIA
939
Harbor Investment Advisory
Maryland
$793K -$31.9K -322 -4%
KOCAA
940
Knights of Columbus Asset Advisors
Connecticut
$790K +$264K +2,668 +49%
PG
941
Pendal Group
Australia
$789K -$10.2M -103,003 -93%
AWM
942
Apollon Wealth Management
South Carolina
$786K +$405K +4,090 +102%
RSS
943
Rosenblum Silverman Sutton
California
$784K
SRC
944
Shufro Rose & Co
New York
$778K +$7.43K +75 +0.9%
BJL
945
Brighton Jones LLC
Washington
$775K -$163K -1,650 -17%
ATPW
946
Ashton Thomas Private Wealth
Arizona
$774K +$12K +121 +2%
SQA
947
Simon Quick Advisors
New Jersey
$769K +$765K +7,718 +4,062%
RIG
948
Renaissance Investment Group
Massachusetts
$768K
EN1L
949
Engine No 1 LLC
California
$765K +$309K +3,116 +66%
TPWA
950
TRUE Private Wealth Advisors
Oregon
$761K -$5.95K -60 -0.8%