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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1076
Chicago Wealth Management
Illinois
$651K
BONH
1077
Bank of New Hampshire
New Hampshire
$648K -$222K -2,203 -26%
JFG
1078
Jefferies Financial Group
New York
$648K +$626K +6,215 New
BHBT
1079
Burke & Herbert Bank & Trust
Virginia
$646K
WWM
1080
Western Wealth Management
Colorado
$642K +$17.9K +178 +3%
SMA
1081
Sage Mountain Advisors
Georgia
$641K +$34.6K +344 +6%
CFG
1082
Copley Financial Group
California
$641K +$619K +6,149 New
GIA
1083
Gladstone Institutional Advisory
Florida
$637K +$1.21K +12 +0.2%
Empower Advisory Group
1084
Empower Advisory Group
Colorado
$637K +$2.32K +23 +0.4%
LC
1085
Lindbrook Capital
California
$634K +$39.1K +388 +7%
AIM
1086
Aigen Investment Management
New York
$633K +$611K +6,070 New
RSS
1087
Rosenblum Silverman Sutton
California
$632K
SIM
1088
Sentry Investment Management
Wisconsin
$631K
SCA
1089
Sippican Capital Advisors
Massachusetts
$631K -$38.2K -379 -6%
DM
1090
Deerfield Management
New York
$631K +$609K +6,049 New
RCA
1091
Ranch Capital Advisors
Florida
$627K +$5.04K +50 +0.8%
QP
1092
Quilter Plc
United Kingdom
$627K -$93.2K -925 -13%
ERIC
1093
Eagle Rock Investment Company
Georgia
$625K
MWM
1094
Mosley Wealth Management
California
$625K +$60.6K +602 +13%
GBT
1095
Grove Bank & Trust
Florida
$624K -$31.6K -314 -5%
RMDI
1096
R.M. Davis Inc
Maine
$624K +$201 +2 +0%
LFA
1097
Legacy Financial Advisors
Kentucky
$623K -$103K -1,022 -15%
BWP
1098
Barlow Wealth Partners
Kentucky
$622K
RCA
1099
Resonant Capital Advisors
Wisconsin
$620K +$17.9K +178 +3%
JF
1100
Jump Financial
Illinois
$618K -$449K -4,456 -43%