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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1026
Lloyd Advisory Services
Georgia
$588K +$625K +7,198 New
NG
1027
Norden Group
Utah
$588K +$625K +7,198 New
CDH
1028
Charles D. Hyman
$587K +$2.69K +31 +0.4%
Empower Advisory Group
1029
Empower Advisory Group
Colorado
$586K +$4.25K +49 +0.7%
FMWA
1030
Forvis Mazars Wealth Advisors
Missouri
$586K -$56.2K -647 -8%
PCM
1031
Penserra Capital Management
California
$585K -$112K -1,285 -15%
MWM
1032
Mission Wealth Management
California
$584K +$25.4K +293 +4%
LA
1033
LexAurum Advisors
Kansas
$582K +$619K +7,128 New
WF
1034
Welch & Forbes
Massachusetts
$581K +$13.5K +155 +2%
DA
1035
Denali Advisors
California
$580K +$616K +7,100 New
XC
1036
XY Capital
Hong Kong
$578K +$615K +7,080 New
SS
1037
Sunbelt Securities
Texas
$576K +$3.21K +37 +0.5%
NB
1038
NBT Bank
New York
$575K +$353K +4,060 +136%
OCM
1039
Orion Capital Management
California
$573K +$226K +2,599 +59%
CIA
1040
Caerus Investment Advisors
Texas
$573K
NFA
1041
Northern Financial Advisors
Michigan
$572K -$19.5K -225 -3%
WOC
1042
West Oak Capital
California
$571K +$20.8K +240 +4%
BL
1043
Balentine LLC
Georgia
$570K -$781 -9 -0.1%
TCB
1044
Texas Capital Bancshares
Texas
$567K +$1.91K +22 +0.3%
IA
1045
IFG Advisors
Missouri
$566K
HPC
1046
HM Payson & Co
Maine
$565K
OIM
1047
Orca Investment Management
Oregon
$565K
TPW
1048
Transatlantique Private Wealth
New York
$565K -$1.82K -21 -0.3%
BCG
1049
Breakwater Capital Group
New Jersey
$564K +$111K +1,281 +19%
TWM
1050
TriaGen Wealth Management
California
$564K