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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
951
Schechter Investment Advisors
Michigan
$1.28M -$364K -2,828 -20%
NED
952
Nancy E. Dempze
$1.28M -$515K -4,000 -27%
CIA
953
Choate Investment Advisors
Massachusetts
$1.28M -$4.38K -34 -0.3%
KAS
954
KPP Advisory Services
Kentucky
$1.28M +$376K +2,921 +36%
ZIG
955
Zullo Investment Group
Pennsylvania
$1.27M -$6.18K -48 -0.4%
VAS
956
Vestmark Advisory Solutions
Massachusetts
$1.27M +$440K +3,416 +46%
CP
957
CenterBook Partners
Connecticut
$1.27M +$1.4M +10,872 New
CF
958
Centaurus Financial
California
$1.26M +$253K +1,967 +22%
CCP
959
Carmel Capital Partners
California
$1.25M +$190K +1,473 +16%
WT
960
Washington Trust
Rhode Island
$1.25M -$34.9K -271 -2%
MCM
961
Mork Capital Management
California
$1.24M
FHA
962
First Horizon Advisors
Tennessee
$1.24M +$8.5K +66 +0.6%
MFIM
963
Mesirow Financial Investment Management
Illinois
$1.24M +$85.9K +667 +7%
AWE
964
Avidian Wealth Enterprises
Texas
$1.24M +$35.3K +274 +3%
CWP
965
CFM Wealth Partners
Texas
$1.24M +$12.6K +98 +0.9%
Financial Engines Advisors
966
Financial Engines Advisors
California
$1.24M +$8.12K +63 +0.6%
CASB
967
Cape Ann Savings Bank
Massachusetts
$1.23M -$2.58K -20 -0.2%
1C
968
111 Capital
France
$1.23M +$1.36M +10,571 New
DWM
969
Dakota Wealth Management
Florida
$1.23M -$2.58K -20 -0.2%
PFSC
970
Peoples Financial Services Corp
Pennsylvania
$1.2M -$64.4K -500 -5%
LF
971
Lee Financial
Texas
$1.2M -$191K -1,481 -13%
HWAM
972
Hennion & Walsh Asset Management
New Jersey
$1.19M -$430K -3,339 -25%
CM
973
Caption Management
Oklahoma
$1.19M +$1.31M +10,200 New
MMPW
974
Mitchell McLeod Pugh & Williams
Alabama
$1.18M -$19.5K -151 -1%
RCA
975
Roberts Capital Advisors
Colorado
$1.17M