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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
1151
IHT Wealth Management
Illinois
$316K -$69.1K -902 -18%
H
1152
HoyleCohen
California
$316K +$311K +4,064 New
CCM
1153
Carlson Capital Management
Minnesota
$315K +$91.4K +1,193 +42%
CA
1154
Calton & Associates
Florida
$313K -$27.5K -359 -8%
WW
1155
Westshore Wealth
California
$313K +$309K +4,028 New
GIA
1156
GHP Investment Advisors
Colorado
$311K
WCA
1157
Westover Capital Advisors
Delaware
$311K
RMDI
1158
R.M. Davis Inc
Maine
$311K +$2.15K +28 +0.7%
CWP
1159
Concord Wealth Partners
Virginia
$311K +$306K +3,993 +26,620%
HWA
1160
Heritage Wealth Advisors
Virginia
$310K +$31.9K +416 +12%
EI
1161
Ellevest Inc
New York
$310K +$230 +3 +0.1%
EWA
1162
Exencial Wealth Advisors
Oklahoma
$310K +$6.67K +87 +2%
CI
1163
CX Institutional
Indiana
$309K -$3.37M -43,910 -92%
LGA
1164
Lebenthal Global Advisors
New York
$307K -$76.5K -998 -20%
PRWA
1165
Platte River Wealth Advisors
Colorado
$307K +$293K +3,825 New
SS
1166
Simplicity Solutions
Minnesota
$304K -$988K -12,886 -77%
IA
1167
IFP Advisors
Florida
$300K -$148K -1,926 -33%
SOW
1168
State of Wyoming
Wyoming
$300K +$296K +3,858 New
GD
1169
Grandfield & Dodd
New York
$300K +$298K +3,884 New
CI Investments Inc
1170
CI Investments Inc
Ontario, Canada
$298K -$995K -12,978 -77%
WW
1171
Waterfront Wealth
Kansas
$298K
PAMP
1172
Polar Asset Management Partners
Ontario, Canada
$297K -$56.4K -736 -16%
CB
1173
CNB Bank
Pennsylvania
$295K +$23.6K +308 +9%
TNBTD
1174
Trustmark National Bank Trust Department
Mississippi
$294K
BPA
1175
Beacon Pointe Advisors
California
$294K +$289K +3,769 New