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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
951
Capital Directions Investment Advisors
Georgia
$79K +$28.8K +685 +72%
FHA
952
Flagship Harbor Advisors
Massachusetts
$79K +$33.2K +791 +92%
ADL
953
Asset Dedication LLC
California
$78K +$24.5K +583 +57%
FTCM
954
First Trust Capital Management
Illinois
$78K +$68.1K +1,622 New
CA
955
Clearstead Advisors
Ohio
$77K -$12.6K -299 -16%
TSW
956
Thompson Siegel & Walmsley
Virginia
$77K +$63K +1,500 +1,500%
RWG
957
Regal Wealth Group
California
$76K
SSB
958
Sandy Spring Bank
Maryland
$72K -$3.11K -74 -5%
First Manhattan
959
First Manhattan
New York
$70K
LFASL
960
Lugano Financial Advisors SA (LFA)
Switzerland
$67K
SCM
961
Silvant Capital Management
Georgia
$66K
CFO
962
CVA Family Office
Colorado
$66K +$57.6K +1,372 New
FMP
963
Financial Management Professionals
Texas
$65K +$47.5K +1,130 +502%
OC
964
Oakworth Capital
Alabama
$63K
GG
965
Gleason Group
Kentucky
$62K +$2.6K +62 +5%
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$62K +$14.8K +353 +38%
CWP
967
CFM Wealth Partners
Texas
$62K +$47.2K +1,125 +662%
AWA
968
Arkadios Wealth Advisors
Georgia
$61.3K -$4.62K -110 -8%
HFM
969
Harvest Fund Management
China
$61K
BHWM
970
Bay Harbor Wealth Management
Maryland
$60K +$9.2K +219 +21%
EFSCE
971
Enterprise Financial Services Corp (EFSC)
Missouri
$59K -$2.9K -69 -5%
BFC
972
Bedel Financial Consulting
Indiana
$58K
JFGIW
973
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K -$231K -5,503 -83%
CFA
974
Carroll Financial Associates
North Carolina
$56K
RWA
975
Ropes Wealth Advisors
Massachusetts
$54K +$4.96K +118 +12%