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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WA
976
Wealth Alliance
New York
$613K -$62.3K -726 -10%
Luther King Capital Management (LKCM)
977
Luther King Capital Management (LKCM)
Texas
$611K +$571K +6,659 New
APC
978
Aspire Private Capital
North Carolina
$610K +$153K +1,784 +37%
OPS
979
Orion Portfolio Solutions
Nebraska
$607K +$17.7K +206 +3%
HA
980
Harbor Advisors
Florida
$606K
AIA
981
Arbor Investment Advisors
North Carolina
$606K +$514 +6 +0.1%
DSC
982
Duncker Streett & Co
Missouri
$603K +$171 +2 +0%
SCM
983
SKBA Capital Management
California
$601K -$98.6K -1,150 -15%
CBOR
984
Community Bank of Raymore
Missouri
$600K
PFGIA
985
Patriot Financial Group Insurance Agency
Massachusetts
$597K -$52.6K -613 -9%
DWA
986
Douglass Winthrop Advisors
New York
$595K +$171 +2 +0%
LDB
987
Lee, Danner & Bass
Tennessee
$594K
T
988
TRUADVICE
Florida
$592K -$12.5K -146 -2%
KPW
989
Kore Private Wealth
New York
$592K +$77.2K +900 +16%
DIA
990
Davidson Investment Advisors
Montana
$589K -$48.4K -565 -8%
AWM
991
Avior Wealth Management
Nebraska
$589K
ADL
992
Asset Dedication LLC
California
$589K +$322K +3,752 +140%
EWA
993
EP Wealth Advisors
California
$586K -$8.83K -103 -2%
ED
994
Exane Derivatives
France
$585K +$13.1K +153 +2%
VFA
995
Valeo Financial Advisors
Indiana
$585K -$19.3K -225 -3%
MA
996
Mutual Advisors
Nebraska
$585K +$31.6K +368 +6%
SCA
997
Sippican Capital Advisors
Massachusetts
$584K
BB
998
Busey Bank
Illinois
$583K -$103K -1,198 -16%
SWA
999
Stratos Wealth Advisors
Ohio
$583K -$6.34K -74 -1%
PFBT
1000
Parkside Financial Bank & Trust
Missouri
$580K -$21.8K -254 -4%