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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SS
1001
Sunbelt Securities
Texas
$676K +$15.8K +198 +3%
SRAM
1002
Spouting Rock Asset Management
Pennsylvania
$675K +$579K +7,236 New
HA
1003
Herold Advisors
New York
$675K +$160 +2 +0%
RR
1004
Robotti Robert
$673K
MFC
1005
Mechanics Financial Corp
Ohio
$671K
CC
1006
Corton Capital
Ontario, Canada
$671K +$45.5K +569 +9%
CDH
1007
Charles D. Hyman
$670K
BCG
1008
Breakwater Capital Group
New Jersey
$670K -$11.4K -143 -2%
KA
1009
KLCM Advisors
Wisconsin
$668K -$19.7K -246 -3%
PWLP
1010
Prio Wealth Limited Partnership
Massachusetts
$663K -$8.24K -103 -1%
TWM
1011
TriaGen Wealth Management
California
$663K +$16K +200 +3%
NB
1012
NBT Bank
New York
$661K +$4.08K +51 +0.7%
QP
1013
Quilter Plc
United Kingdom
$660K -$80K -1,000 -12%
FA
1014
FDx Advisors
Illinois
$659K -$59.2K -740 -9%
MWM
1015
Mission Wealth Management
California
$655K -$10.6K -132 -2%
IA
1016
IFP Advisors
Florida
$654K -$314K -3,923 -36%
LA
1017
LexAurum Advisors
Kansas
$653K -$9.76K -122 -2%
VWA
1018
Visionary Wealth Advisors
Illinois
$649K +$43.3K +541 +8%
Empower Advisory Group
1019
Empower Advisory Group
Colorado
$647K -$18.6K -232 -3%
TCB
1020
Texas Capital Bancshares
Texas
$647K
IA
1021
IFG Advisors
Missouri
$646K
OIM
1022
Orca Investment Management
Oregon
$645K
SB
1023
Strategic Blueprint
Georgia
$645K -$39.4K -492 -7%
PCS
1024
Personal CFO Solutions
New Jersey
$644K -$33K -413 -6%
WPW
1025
Waldron Private Wealth
Pennsylvania
$641K +$45.7K +571 +9%