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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1226
BSW Wealth Partners
Colorado
$619K -$166K -1,285 -19%
MSFS
1227
Main Street Financial Solutions
Pennsylvania
$619K -$225K -1,750 -25%
EFS
1228
Essex Financial Services
Connecticut
$618K -$63.8K -495 -9%
CFG
1229
Copley Financial Group
California
$614K -$6.18K -48 -0.9%
FSA
1230
Fort Sheridan Advisors
Illinois
$613K +$14.7K +114 +2%
1832 Asset Management
1231
1832 Asset Management
Ontario, Canada
$612K -$20.9K -162 -3%
LCGC
1232
Legacy Capital Group California
California
$612K -$7.47K -58 -1%
NFA
1233
Northern Financial Advisors
Michigan
$611K -$13.1K -102 -2%
GS
1234
GWN Securities
Florida
$610K +$374K +2,902 +157%
IWM
1235
Integris Wealth Management
California
$610K
HCP
1236
Hexagon Capital Partners
Arkansas
$609K +$21.9K +170 +3%
MG
1237
Marex Group
$609K +$672K +5,218 New
LAM
1238
L2 Asset Management
Massachusetts
$607K +$58K +450 +9%
BSHC
1239
Breed's Hill Capital
Massachusetts
$606K -$5.54K -43 -0.8%
WE
1240
Wealth Effects
Massachusetts
$604K -$64.4K -500 -9%
VCM
1241
Vivaldi Capital Management
Illinois
$602K +$8.25K +64 +1%
GCM
1242
Gibraltar Capital Management
Oklahoma
$600K -$733K -5,689 -53%
SW
1243
SlateStone Wealth
Florida
$599K -$37K -287 -5%
BB
1244
Bell Bank
North Dakota
$599K -$25K -194 -4%
RL
1245
Rogco LP
Oklahoma
$598K -$3.22K -25 -0.5%
CCA
1246
Childress Capital Advisors
Texas
$598K +$65.7K +510 +11%
FMWA
1247
Forvis Mazars Wealth Advisors
Missouri
$596K -$129 -1 -0%
GLA
1248
Great Lakes Advisors
Illinois
$596K +$78.5K +609 +14%
CCIA
1249
Campbell & Co Investment Adviser
Maryland
$596K -$84.7K -657 -11%
AIC
1250
Argus Investors Counsel
New York
$595K -$258K -2,000 -28%