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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RR
1026
Robotti Robert
$679K – – –
CDH
1027
Charles D. Hyman
$677K – – –
RFA
1028
Resurgent Financial Advisors
Georgia
$673K -$133K -1,513 -17%
HBT
1029
Hills Bank & Trust
Iowa
$672K -$11.5K -131 -2%
RIA
1030
Regal Investment Advisors
Michigan
$670K +$273K +3,104 +77%
MIC
1031
Meridian Investment Counsel
California
$669K -$15.4K -175 -2%
TWM
1032
TriaGen Wealth Management
California
$669K – – –
CG
1033
Clifford Group
Massachusetts
$669K +$44.9K +510 +8%
RIL
1034
Rothschild Investment LLC
Illinois
$668K +$49.6K +563 +9%
CST
1035
Charles Schwab Trust
Nevada
$667K -$41.4K -470 -6%
PTC
1036
Private Trust Company
Ohio
$665K +$36.9K +419 +6%
NB
1037
NBT Bank
New York
$662K -$5.28K -60 -0.8%
KNW
1038
Kesler Norman & Wride
Utah
$661K -$33.3K -378 -5%
CA
1039
Claro Advisors
Massachusetts
$659K +$25.2K +286 +4%
LA
1040
LexAurum Advisors
Kansas
$659K -$705 -8 -0.1%
BSW
1041
Buckingham Strategic Wealth
Missouri
$659K +$102K +1,158 +20%
Financial Engines Advisors
1042
Financial Engines Advisors
California
$659K +$616K +6,994 New
RSWM
1043
Robertson Stephens Wealth Management
California
$655K +$235K +2,666 +62%
QP
1044
Quilter Plc
United Kingdom
$653K -$10.1K -115 -2%
IA
1045
IFG Advisors
Missouri
$653K – – –
TPW
1046
Transatlantique Private Wealth
New York
$651K +$18K +204 +3%
CAG
1047
Csenge Advisory Group
Florida
$650K -$243K -2,759 -29%
HW
1048
Hancock Whitney
Mississippi
$650K -$366K -4,151 -38%
AFG
1049
Atomi Financial Group
New York
$649K +$101K +1,142 +20%
IC
1050
Inscription Capital
Texas
$648K +$606K +6,878 New