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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
926
Shulman DeMeo Asset Management
New York
$656K +$4.83K +59 +0.7%
NW
927
NewEdge Wealth
Pennsylvania
$654K -$88.7K -1,083 -11%
LB
928
Legacy Bridge
Iowa
$654K
NVIM
929
New Vernon Investment Management
Illinois
$650K
AMC
930
Asset Management Corp
Illinois
$649K -$80.4K -982 -10%
VFA
931
Valeo Financial Advisors
Indiana
$644K -$266K -3,251 -28%
CCM
932
Corsair Capital Management
New York
$643K
TPCW
933
TD Private Client Wealth
New York
$640K -$732K -8,940 -52%
MGIA
934
Moneta Group Investment Advisors
Missouri
$640K +$71.6K +874 +12%
BSA
935
Bull Street Advisors
Georgia
$637K
VCA
936
Verdence Capital Advisors
Maryland
$635K +$44.6K +544 +7%
CA
937
Cetera Advisors
Colorado
$633K -$438K -5,344 -39%
ACM
938
Advisors Capital Management
New Jersey
$633K -$47.1K -575 -6%
BAAM
939
Baker Avenue Asset Management
California
$630K +$67.9K +829 +11%
WPW
940
Waldron Private Wealth
Pennsylvania
$629K +$40K +488 +6%
S
941
Seeyond
France
$628K -$182K -2,226 -21%
OPS
942
Orion Portfolio Solutions
Nebraska
$628K +$28.5K +348 +4%
III
943
Independent Investors Inc
New York
$625K
RR
944
Robotti Robert
$624K +$81.9K +1,000 +14%
FPCP
945
Fort Point Capital Partners
California
$623K
M
946
Mirova
France
$622K +$671K +8,187 New
LOAMS
947
Lombard Odier Asset Management (Switzerland)
Switzerland
$620K +$667K +8,146 New
BC
948
Bridgefront Capital
Texas
$615K -$31.9K -390 -5%
HWA
949
Heritage Wealth Advisors
Virginia
$615K +$367K +4,476 +124%
CAG
950
Csenge Advisory Group
Florida
$613K -$525K -6,405 -44%