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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
HA
1126
Harbor Advisors
Florida
$771K
T. Rowe Price Investment Management
1127
T. Rowe Price Investment Management
Maryland
$770K +$99K +768 +13%
SB
1128
Strategic Blueprint
Georgia
$769K +$9.28K +72 +1%
CAM
1129
CenterStar Asset Management
Illinois
$766K +$844K +6,554 New
CMTU
1130
Capital Markets Trading (UK)
United Kingdom
$765K -$1.31M -10,138 -61%
CIC
1131
Cornercap Investment Counsel
Georgia
$760K +$839K +6,511 New
EFG
1132
Everhart Financial Group
Ohio
$758K -$113K -875 -12%
MWM
1133
Mindset Wealth Management
Indiana
$758K -$95.6K -742 -10%
BCM
1134
BluePath Capital Management
Georgia
$757K -$446K -3,460 -35%
RA
1135
RFG Advisory
Alabama
$752K +$539K +4,181 +184%
BPCE
1136
Bank Pictet & Cie (Europe)
Germany
$746K +$76.2K +591 +10%
HC
1137
Hamilton Capital
Ohio
$745K +$8.12K +63 +1%
GIA
1138
Gladstone Institutional Advisory
Florida
$744K +$45.9K +356 +6%
KFS
1139
Kurt F. Somerville
$744K
SVWAG
1140
Sound View Wealth Advisors Group
Georgia
$742K +$86.8K +674 +12%
WBG
1141
Wharton Business Group
Pennsylvania
$739K -$37.4K -290 -4%
RMDI
1142
R.M. Davis Inc
Maine
$738K -$83.6K -649 -9%
UFF
1143
USA Financial Formulas
Michigan
$734K -$414K -3,215 -34%
RCA
1144
Resonant Capital Advisors
Wisconsin
$732K +$14.2K +110 +2%
CC
1145
Centiva Capital
New York
$730K +$498K +3,865 +162%
CWM
1146
Chicago Wealth Management
Illinois
$728K
GM
1147
GeoWealth Management
Illinois
$725K -$778K -6,036 -49%
WF
1148
Welch & Forbes
Massachusetts
$725K -$2.32K -18 -0.3%
MYIA
1149
Mount Yale Investment Advisors
Colorado
$724K -$98.8K -767 -11%
BHBT
1150
Burke & Herbert Bank & Trust
Virginia
$723K