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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
1026
Hills Bank & Trust
Iowa
$672K -$11.5K -131 -2%
RIA
1027
Regal Investment Advisors
Michigan
$670K +$273K +3,104 +77%
MIC
1028
Meridian Investment Counsel
California
$669K -$15.4K -175 -2%
TWM
1029
TriaGen Wealth Management
California
$669K
CG
1030
Clifford Group
Massachusetts
$669K +$44.9K +510 +8%
RIL
1031
Rothschild Investment LLC
Illinois
$668K +$49.6K +563 +9%
CST
1032
Charles Schwab Trust
Nevada
$667K -$41.4K -470 -6%
PTC
1033
Private Trust Company
Ohio
$665K +$36.9K +419 +6%
NB
1034
NBT Bank
New York
$662K -$5.28K -60 -0.8%
KNW
1035
Kesler Norman & Wride
Utah
$661K -$33.3K -378 -5%
CA
1036
Claro Advisors
Massachusetts
$659K +$25.2K +286 +4%
LA
1037
LexAurum Advisors
Kansas
$659K -$705 -8 -0.1%
BSW
1038
Buckingham Strategic Wealth
Missouri
$659K +$102K +1,158 +20%
Financial Engines Advisors
1039
Financial Engines Advisors
California
$659K +$616K +6,994 New
RSWM
1040
Robertson Stephens Wealth Management
California
$655K +$235K +2,666 +62%
QP
1041
Quilter Plc
United Kingdom
$653K -$10.1K -115 -2%
IA
1042
IFG Advisors
Missouri
$653K
TPW
1043
Transatlantique Private Wealth
New York
$651K +$18K +204 +3%
CAG
1044
Csenge Advisory Group
Florida
$650K -$243K -2,759 -29%
HW
1045
Hancock Whitney
Mississippi
$650K -$366K -4,151 -38%
AFG
1046
Atomi Financial Group
New York
$649K +$101K +1,142 +20%
IC
1047
Inscription Capital
Texas
$648K +$606K +6,878 New
NAS
1048
Nicolet Advisory Services
Wisconsin
$647K -$122K -1,387 -17%
SB
1049
Strategic Blueprint
Georgia
$644K -$6.61K -75 -1%
BCM
1050
Brookstone Capital Management
Illinois
$635K -$49.8K -566 -8%