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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1076
Sippican Capital Advisors
Massachusetts
$625K
PAS
1077
Point72 Asia (Singapore)
Singapore
$622K +$391K +4,110 +179%
PCS
1078
Personal CFO Solutions
New Jersey
$620K -$12.9K -136 -2%
AWA
1079
Aaron Wealth Advisors
Illinois
$618K +$62.6K +658 +12%
EHWM
1080
Eads & Heald Wealth Management
Georgia
$613K +$70.1K +736 +13%
ACM
1081
Advisors Capital Management
New Jersey
$613K +$98.9K +1,039 +20%
GBT
1082
Grove Bank & Trust
Florida
$612K -$1.81K -19 -0.3%
CFP
1083
Catalyst Financial Partners
Massachusetts
$610K +$25.9K +272 +5%
CWM
1084
Chicago Wealth Management
Illinois
$607K
RSWM
1085
Robertson Stephens Wealth Management
California
$606K -$68K -714 -10%
CFG
1086
Cooper Financial Group
California
$606K -$229K -2,405 -28%
BPCE
1087
Bank Pictet & Cie (Europe)
Germany
$606K +$8.85K +93 +2%
SRC
1088
Shufro Rose & Co
New York
$605K -$19K -200 -3%
BHBT
1089
Burke & Herbert Bank & Trust
Virginia
$603K -$476 -5 -0.1%
GL
1090
Graypoint LLC
New York
$597K +$81.5K +856 +16%
VI
1091
Versor Investments
New York
$595K +$583K +6,122 New
FFA
1092
First Foundation Advisors
California
$595K -$38.5K -404 -6%
GIA
1093
Gladstone Institutional Advisory
Florida
$593K -$3.13M -32,904 -84%
GC
1094
Gratus Capital
Georgia
$593K +$58.1K +610 +11%
BSW
1095
Buckingham Strategic Wealth
Missouri
$592K -$86K -903 -13%
Empower Advisory Group
1096
Empower Advisory Group
Colorado
$592K -$226K -2,374 -28%
CS
1097
Capital Square
Tennessee
$590K
P
1098
&Partners
Tennessee
$590K +$578K +6,068 New
RSS
1099
Rosenblum Silverman Sutton
California
$590K +$30.9K +325 +6%
BWP
1100
Barlow Wealth Partners
Kentucky
$590K