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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
951
CIM Investment Management
Pennsylvania
$611K -$3.44K -42 -0.5%
CFCI
952
Comprehensive Financial Consultants Institutional
Indiana
$609K -$737 -9 -0.1%
MWM
953
Maltin Wealth Management
New Jersey
$606K -$175K -2,137 -21%
FWP
954
FAS Wealth Partners
Kansas
$606K +$652K +7,962 New
SB
955
Strategic Blueprint
Georgia
$603K -$12.9K -157 -2%
SW
956
SteelPeak Wealth
California
$601K -$91.8K -1,121 -12%
TPWA
957
TRUE Private Wealth Advisors
Oregon
$601K -$2.87K -35 -0.4%
RIG
958
Renaissance Investment Group
Massachusetts
$600K
1832 Asset Management
959
1832 Asset Management
Ontario, Canada
$596K -$14.9M -181,731 -96%
MIC
960
Meridian Investment Counsel
California
$593K
BHBT
961
Burke & Herbert Bank & Trust
Virginia
$591K -$30.2K -369 -5%
QI
962
Qtron Investments
Massachusetts
$589K -$121K -1,482 -16%
IGWM
963
ICA Group Wealth Management
Colorado
$589K +$491 +6 +0.1%
QC
964
Quent Capital
New York
$587K +$26.5K +323 +4%
MSA
965
Marino Stram & Associates
Massachusetts
$583K +$21.5K +262 +4%
KA
966
Kovack Advisors
Florida
$582K +$22.4K +274 +4%
CH
967
Canton Hathaway
Rhode Island
$580K
APC
968
Aspire Private Capital
North Carolina
$577K -$8.68K -106 -1%
PPP
969
Private Portfolio Partners
New Jersey
$574K +$70.5K +861 +13%
TAIM
970
TD Ameritrade Investment Management
Nebraska
$573K -$223K -2,727 -27%
VWA
971
Visionary Wealth Advisors
Illinois
$571K +$8.85K +108 +1%
SRC
972
Shufro Rose & Co
New York
$570K
MAM
973
Mastrapasqua Asset Management
Tennessee
$570K +$81.9K +1,000 +15%
CG
974
Colony Group
Massachusetts
$568K -$199K -2,424 -24%
VFPI
975
Vantage Financial Partners (Illinois)
Illinois
$563K +$119K +1,450 +24%