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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
926
Advisors Capital Management
New Jersey
$859K +$106K +1,067 +14%
FNFDCM
927
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$858K – – –
SB
928
Strategic Blueprint
Georgia
$857K -$31.3K -316 -3%
FAM
929
Fulcrum Asset Management
United Kingdom
$856K – – –
III
930
Independent Investors Inc
New York
$848K +$49.5K +500 +6%
JFGIW
931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$838K -$44.8K -452 -5%
BHBT
932
Burke & Herbert Bank & Trust
Virginia
$838K – – –
LB
933
Legacy Bridge
Iowa
$836K – – –
NVIM
934
New Vernon Investment Management
Illinois
$832K – – –
PHS
935
Pekin Hardy Strauss
Illinois
$831K +$154K +1,557 +22%
SDAM
936
Shulman DeMeo Asset Management
New York
$831K +$846K +8,535 New
Luther King Capital Management (LKCM)
937
Luther King Capital Management (LKCM)
Texas
$810K +$165K +1,670 +25%
EGA
938
E&G Advisors
Texas
$808K +$822K +8,301 New
FPCP
939
Fort Point Capital Partners
California
$807K +$32.7K +330 +4%
PCM
940
Pennsylvania Capital Management
Pennsylvania
$803K +$782K +7,890 New
PCP
941
Proficio Capital Partners
Massachusetts
$801K -$76.4K -771 -9%
EP
942
Eudaimonia Partners
Tennessee
$799K +$3.27K +33 +0.4%
AWE
943
Avidian Wealth Enterprises
Texas
$796K +$28.5K +288 +4%
GLA
944
Good Life Advisors
Pennsylvania
$795K +$78K +787 +11%
HIA
945
Harbor Investment Advisory
Maryland
$793K -$31.9K -322 -4%
KOCAA
946
Knights of Columbus Asset Advisors
Connecticut
$790K +$264K +2,668 +49%
PG
947
Pendal Group
Australia
$789K -$10.2M -103,003 -93%
AWM
948
Apollon Wealth Management
South Carolina
$786K +$405K +4,090 +102%
RSS
949
Rosenblum Silverman Sutton
California
$784K – – –
SRC
950
Shufro Rose & Co
New York
$778K +$7.43K +75 +0.9%