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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EH
1076
Employers Holdings
Nevada
$393K – – –
LNB
1077
Ledyard National Bank
$391K +$121K +1,581 +46%
FA
1078
Financial Advisors
Massachusetts
$391K +$386K +5,040 New
CWA
1079
Clarus Wealth Advisors
Arizona
$390K +$371K +4,837 New
PNC
1080
Park National Corp
Ohio
$389K +$16.4K +214 +4%
WWM
1081
Western Wealth Management
Colorado
$388K +$1.07K +14 +0.3%
IA
1082
IFG Advisors
Missouri
$387K – – –
IWP
1083
Icon Wealth Partners
Texas
$385K +$137K +1,793 +57%
KWM
1084
Kingsview Wealth Management
Oregon
$385K +$151K +1,973 +67%
TC
1085
Tatro Capital
Kentucky
$384K -$268K -3,501 -41%
HPC
1086
HM Payson & Co
Maine
$384K -$13.9K -181 -4%
XT
1087
XTX Topco
Cayman Islands
$384K +$379K +4,942 New
GA
1088
Geller Advisors
New York
$382K +$187K +2,436 +98%
FPCG
1089
Fort Pitt Capital Group
Pennsylvania
$381K +$334K +4,364 +802%
APA
1090
American Portfolios Advisors
New York
$380K +$101K +1,320 +37%
ACI
1091
Alpha Cubed Investments
California
$379K +$51.3K +670 +16%
S
1092
Seeyond
France
$378K – – –
APC
1093
Aspire Private Capital
North Carolina
$378K +$155K +2,028 +71%
VWA
1094
V Wealth Advisors
Kansas
$377K -$32.8K -428 -8%
CIC
1095
Crawford Investment Counsel
Georgia
$376K +$64.3K +839 +21%
RPC
1096
Rossmore Private Capital
Connecticut
$374K – – –
CCC
1097
Chelsea Counsel Company
California
$371K – – –
PCA
1098
Personal Capital Advisors
California
$369K -$97.2K -1,268 -21%
MW
1099
Marcum Wealth
Ohio
$368K +$363K +4,738 New
JSC
1100
Jackson Square Capital
California
$368K +$363K +4,739 New