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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ATC
1176
Adirondack Trust Company
New York
$833K +$73.2K +596 +11%
SS
1177
Sunbelt Securities
Texas
$832K +$103K +842 +15%
WF
1178
Welch & Forbes
Massachusetts
$831K -$38.4K -313 -5%
NHC
1179
Nicholas Hoffman & Company
Georgia
$831K +$42.3K +344 +6%
MIM
1180
Morningstar Investment Management
Illinois
$822K +$717K +5,834 New
LDB
1181
Lee, Danner & Bass
Tennessee
$821K -$96.7K -787 -12%
WA
1182
Wealth Alliance
New York
$818K -$14.2K -116 -2%
HSA
1183
HBK Sorce Advisory
Pennsylvania
$818K -$16.1K -131 -2%
SVWAG
1184
Sound View Wealth Advisors Group
Georgia
$817K -$69.4K -565 -9%
AWM
1185
Angeles Wealth Management
California
$814K +$100K +817 +16%
DWM
1186
Diversify Wealth Management
Utah
$814K -$50.5K -411 -7%
TWM
1187
TriaGen Wealth Management
California
$813K +$368 +3 +0.1%
RSS
1188
Rosenblum Silverman Sutton
California
$812K -$39.9K -325 -5%
NFG
1189
Nations Financial Group
Iowa
$812K +$3.44K +28 +0.5%
ACM
1190
Aljian Capital Management
Nevada
$811K +$491 +4 +0.1%
CI Investments Inc
1191
CI Investments Inc
Ontario, Canada
$811K -$4.71M -38,357 -87%
KCM
1192
Kathmere Capital Management
Pennsylvania
$810K +$330K +2,685 +88%
RL
1193
Rogco LP
Oklahoma
$809K +$76.2K +620 +12%
MBTD
1194
Mechanics Bank - Trust Department
California
$807K +$3.81K +31 +0.5%
BFG
1195
Beacon Financial Group
Texas
$804K -$31.1K -253 -4%
FA
1196
Financial Advisors
Massachusetts
$804K +$28.3K +230 +4%
BWP
1197
BSW Wealth Partners
Colorado
$803K +$48.3K +393 +7%
CFMC
1198
Curbstone Financial Management Corp
New Hampshire
$800K
DWP
1199
Daymark Wealth Partners
Ohio
$797K +$37.2K +303 +6%
EFA
1200
Evernest Financial Advisors
Indiana
$796K +$107K +873 +18%