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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1201
Sippican Capital Advisors
Massachusetts
$795K -$18.4K -150 -3%
DWM
1202
Destination Wealth Management
California
$792K +$17.1K +139 +3%
IC
1203
Iconiq Capital
California
$788K +$16.9K +138 +3%
WI
1204
WrapManager Inc
California
$787K -$25.5K -208 -4%
RCM
1205
Raleigh Capital Management
North Carolina
$786K +$23.1K +188 +3%
CHAM
1206
Clear Harbor Asset Management
Connecticut
$785K +$209K +1,705 +44%
WFI
1207
West Family Investments
California
$785K +$257K +2,092 +60%
DWA
1208
Douglass Winthrop Advisors
New York
$776K
WCM
1209
Washburn Capital Management
Florida
$774K +$737 +6 +0.1%
LAM
1210
L2 Asset Management
Massachusetts
$771K +$32.7K +266 +5%
RLIM
1211
Red Lighthouse Investment Management
New York
$768K -$67.3K -548 -9%
NPA
1212
Nichols & Pratt Advisers
Massachusetts
$767K +$430K +3,500 +180%
BWP
1213
Barlow Wealth Partners
Kentucky
$766K -$12.3K -100 -2%
HWA
1214
Heritage Wealth Advisors
Virginia
$765K +$614 +5 +0.1%
JWWM
1215
Johnson & White Wealth Management
Pennsylvania
$765K +$71.4K +581 +12%
BPC
1216
Bearing Point Capital
Minnesota
$762K -$24.1K -196 -3%
AIA
1217
Arbor Investment Advisors
North Carolina
$760K +$368 +3 +0.1%
CIC
1218
Chase Investment Counsel
Virginia
$760K -$16.5K -134 -2%
OCM
1219
One Capital Management
California
$757K +$175K +1,427 +36%
BONH
1220
Bank of New Hampshire
New Hampshire
$756K -$62.6K -510 -9%
AUB
1221
Atlantic Union Bankshares
Virginia
$755K +$296K +2,412 +82%
RSWM
1222
Robertson Stephens Wealth Management
California
$755K +$1.97K +16 +0.3%
SIA
1223
Soltis Investment Advisors
Utah
$753K +$257K +2,094 +64%
1832 Asset Management
1224
1832 Asset Management
Ontario, Canada
$752K +$11.1K +90 +2%
PL
1225
Perpetual Ltd
Australia
$751K -$240K -1,954 -27%