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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
1001
Quantitative Investment Management
Virginia
$2.01M +$1.89M +11,305 New
WIC
1002
Wilkins Investment Counsel
Massachusetts
$2.01M
GSEP
1003
Golden State Equity Partners
California
$2.01M -$149K -891 -7%
CB
1004
Community Bank
New York
$1.99M
GFP
1005
Gryphon Financial Partners
Ohio
$1.99M +$183K +1,096 +11%
CI
1006
Cigna Investments
Connecticut
$1.99M -$25.5K -153 -1%
CASB
1007
Cape Ann Savings Bank
Massachusetts
$1.98M +$20K +120 +1%
MP
1008
Moment Partners
California
$1.98M
EPW
1009
Evolve Private Wealth
California
$1.96M +$1.84M +11,053 New
IFG
1010
Independent Financial Group
California
$1.96M -$155K -931 -8%
WT
1011
Washington Trust
Rhode Island
$1.95M -$30.9K -185 -2%
DAM
1012
Delta Asset Management
Tennessee
$1.95M -$9.17K -55 -0.5%
PPWP
1013
Premier Path Wealth Partners
New Jersey
$1.93M +$129K +771 +8%
SAM
1014
Sagewood Asset Management
New York
$1.91M +$1.8M +10,765 New
NFG
1015
Nations Financial Group
Iowa
$1.9M +$830K +4,976 +87%
IA
1016
IFP Advisors
Florida
$1.9M +$101K +604 +6%
NP
1017
Nilsine Partners
Colorado
$1.9M +$82.1K +492 +5%
MCM
1018
Mork Capital Management
California
$1.89M
MGIA
1019
Moneta Group Investment Advisors
Missouri
$1.89M -$110K -661 -6%
CI Investments Inc
1020
CI Investments Inc
Ontario, Canada
$1.89M -$4M -23,974 -69%
PPW
1021
Parcion Private Wealth
Washington
$1.88M +$7.01K +42 +0.4%
FM
1022
Foster & Motley
Ohio
$1.88M -$161K -968 -8%
AWMT
1023
AAFMAA Wealth Management & Trust
North Carolina
$1.88M +$237K +1,419 +15%
ZBNA
1024
Zions Bancorporation, National Association
Utah
$1.88M +$119K +716 +7%
ZIG
1025
Zullo Investment Group
Pennsylvania
$1.88M -$28.9K -173 -2%