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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1151
Kurt F. Somerville
$1.01M
RWB
1152
RMR Wealth Builders
New Jersey
$1.01M +$36.3K +246 +4%
SI
1153
Symmetry Investments
Jersey
$1.01M +$939K +6,360 New
RA
1154
RFG Advisory
Alabama
$1.01M -$405K -2,743 -30%
AUB
1155
Atlantic Union Bankshares
Virginia
$1.01M +$143K +968 +18%
CIC
1156
Cornercap Investment Counsel
Georgia
$995K -$15.5K -105 -2%
CWM
1157
Chicago Wealth Management
Illinois
$992K
Los Angeles Capital Management
1158
Los Angeles Capital Management
California
$989K -$101K -687 -10%
CAIMH
1159
Central Asset Investments & Management Holdings
Hong Kong
$988K +$145K +985 +19%
RFA
1160
Resurgent Financial Advisors
Georgia
$986K -$343K -2,321 -27%
BHBT
1161
Burke & Herbert Bank & Trust
Virginia
$986K
FAG
1162
Fortitude Advisory Group
Washington
$985K -$309K -2,093 -25%
LFA
1163
Legacy Financial Advisors
Kentucky
$981K +$2.07K +14 +0.2%
Capstone Investment Advisors
1164
Capstone Investment Advisors
New York
$981K -$2.24M -15,156 -71%
BMO
1165
Beck Mack & Oliver
New York
$974K
RCAG
1166
Rehmann Capital Advisory Group
Michigan
$973K -$5.46K -37 -0.6%
AA
1167
Alta Advisers
United Kingdom
$972K
LA
1168
LM Advisors
California
$970K
SW
1169
SlateStone Wealth
Florida
$968K +$1.03K +7 +0.1%
EFS
1170
Essex Financial Services
Connecticut
$964K -$124K -842 -12%
BIG
1171
Brookwood Investment Group
Arizona
$963K +$419K +2,840 +88%
AWM
1172
Atticus Wealth Management
Florida
$962K +$285K +1,927 +47%
BWP
1173
BSW Wealth Partners
Colorado
$961K +$51.1K +346 +6%
AIA
1174
Affinity Investment Advisors
California
$961K -$34.6K -234 -4%
FFA
1175
First Foundation Advisors
California
$959K +$184K +1,248 +26%