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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1251
Northeast Financial Consultants
Connecticut
$593K
WIC
1252
Woodmont Investment Counsel
Tennessee
$593K +$387 +3 +0.1%
SFS
1253
Strategic Financial Services
New York
$593K
FCB
1254
First County Bank
Connecticut
$591K -$22.2K -172 -3%
FDS
1255
First Dallas Securities
Texas
$591K
BSTWA
1256
Blake Schutter Theil Wealth Advisors
Ohio
$590K
AA
1257
Addison Advisors
Vermont
$589K +$1.55K +12 +0.2%
CFG
1258
Cooper Financial Group
California
$587K +$162K +1,259 +33%
LC
1259
Lindbrook Capital
California
$586K -$146K -1,134 -18%
DLP
1260
De Lisle Partners
United Kingdom
$583K
AWM
1261
Angeles Wealth Management
California
$579K +$67.5K +524 +12%
PB
1262
Pinnacle Bancorp
Nebraska
$577K -$58.6K -455 -8%
QP
1263
Quilter Plc
United Kingdom
$574K -$602K -4,675 -49%
GCP
1264
GSA Capital Partners
United Kingdom
$571K -$510K -3,961 -45%
GCP
1265
Garda Capital Partners
Minnesota
$568K +$627K +4,869 New
Fuller & Thaler Asset Management
1266
Fuller & Thaler Asset Management
California
$567K
CCA
1267
Coign Capital Advisors
Utah
$566K -$50.1K -389 -7%
RFA
1268
Register Financial Advisors
Georgia
$565K +$258 +2 +0%
RLIM
1269
Red Lighthouse Investment Management
New York
$565K +$47.3K +367 +7%
JWWM
1270
Johnson & White Wealth Management
Pennsylvania
$565K +$8.25K +64 +1%
BWM
1271
Baron Wealth Management
Michigan
$561K +$33.6K +261 +6%
OIM
1272
Orca Investment Management
Oregon
$560K
HIA
1273
Harbor Investment Advisory
Maryland
$558K +$66K +512 +12%
TBT
1274
Texas Bank & Trust
Texas
$558K
EFA
1275
Evernest Financial Advisors
Indiana
$557K -$9.54K -74 -2%