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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AOI
976
Auto-Owners Insurance
Michigan
$638K +$639K +7,500 New
SRC
977
Shufro Rose & Co
New York
$637K -$1.45K -17 -0.2%
BOH
978
Bank of Hawaii
Hawaii
$632K -$11.5K -135 -2%
FWIA
979
Fort Washington Investment Advisors
Ohio
$629K -$129K -1,510 -17%
RIG
980
Renaissance Investment Group
Massachusetts
$624K -$46.9K -550 -7%
SB
981
Strategic Blueprint
Georgia
$622K -$52.8K -620 -8%
CAAS
982
Capital Asset Advisory Services
Michigan
$619K +$289K +3,396 +87%
QP
983
Quilter Plc
United Kingdom
$616K -$11.9K -140 -2%
RR
984
Robotti Robert
$613K -$170K -2,000 -22%
PIM
985
Perpetual Investment Management
Australia
$612K
GFP
986
Gryphon Financial Partners
Ohio
$612K -$134K -1,567 -18%
APC
987
Aspire Private Capital
North Carolina
$609K +$22.8K +267 +4%
HPC
988
HM Payson & Co
Maine
$608K +$9.8K +115 +2%
NFA
989
Northern Financial Advisors
Michigan
$607K +$609K +7,144 New
V
990
ViaWealth
Kansas
$607K +$590K +6,928 New
MFC
991
Mechanics Financial Corp
Ohio
$605K
WWM
992
Western Wealth Management
Colorado
$605K -$927K -10,874 -60%
CDH
993
Charles D. Hyman
$602K
KA
994
Kovack Advisors
Florida
$601K -$62.7K -736 -9%
CIAS
995
Capital Investment Advisory Services
North Carolina
$600K -$12.8K -150 -2%
LIG
996
Lokken Investment Group
Delaware
$599K -$3.24K -38 -0.5%
DAS
997
Dynamic Advisor Solutions
Arizona
$597K -$2.42M -28,364 -80%
DI
998
DFPG Investments
Utah
$597K +$569K +6,673 New
CIA
999
Caerus Investment Advisors
Texas
$596K -$262K -3,069 -30%
MMA
1000
Miracle Mile Advisors
California
$595K +$32.1K +377 +6%