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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GD
1176
Grandfield & Dodd
New York
$300K +$298K +3,884 New
CI Investments Inc
1177
CI Investments Inc
Ontario, Canada
$298K -$995K -12,978 -77%
WW
1178
Waterfront Wealth
Kansas
$298K – – –
PAMP
1179
Polar Asset Management Partners
Ontario, Canada
$297K -$56.4K -736 -16%
CB
1180
CNB Bank
Pennsylvania
$295K +$23.6K +308 +9%
TNBTD
1181
Trustmark National Bank Trust Department
Mississippi
$294K – – –
BPA
1182
Beacon Pointe Advisors
California
$294K +$289K +3,769 New
OMC
1183
Overbrook Management Corp
New York
$292K – – –
RWA
1184
Redhawk Wealth Advisors
Minnesota
$290K – – –
MAFM
1185
Mid Atlantic Financial Management
Pennsylvania
$290K +$286K +3,735 New
CWP
1186
Curated Wealth Partners
California
$287K -$39.8K -519 -12%
HA
1187
HYA Advisors
Missouri
$287K +$690 +9 +0.2%
LFA
1188
Legacy Financial Advisors
Kentucky
$287K +$16.7K +218 +6%
NW
1189
NewEdge Wealth
Pennsylvania
$287K +$283K +3,697 New
MCM
1190
Marathon Capital Management
Maryland
$285K -$1.38K -18 -0.5%
BB
1191
Berkshire Bank
Massachusetts
$285K – – –
SCM
1192
SOL Capital Management
Maryland
$284K -$7.66K -100 -3%
PLFAM
1193
Pineno Levin & Ford Asset Management
Virginia
$282K +$22.8K +297 +9%
MHR
1194
Matthew Hamilton Rosenberg
$281K +$14.7K +192 +6%
BWCS
1195
Beirne Wealth Consulting Services
Connecticut
$280K -$806K -10,522 -75%
OWA
1196
One Wealth Advisors
California
$280K -$153K -1,994 -36%
CT
1197
Chicago Trust
Illinois
$278K +$275K +3,586 New
PK
1198
Pflug Koory
Nebraska
$276K -$1.53K -20 -0.6%
Financial Engines Advisors
1199
Financial Engines Advisors
California
$276K +$13.8K +180 +5%
MFW
1200
Meristem Family Wealth
Minnesota
$275K – – –