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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EFA
1276
Evernest Financial Advisors
Indiana
$557K -$9.54K -74 -2%
CWM
1277
Connecticut Wealth Management
Connecticut
$554K -$6.06K -47 -1%
DS
1278
DRW Securities
Illinois
$553K -$572K -4,439 -48%
LGA
1279
Lebenthal Global Advisors
New York
$552K +$179K +1,391 +42%
BWG
1280
Beta Wealth Group
California
$552K +$26K +202 +4%
PBO
1281
Peoples Bank (Ohio)
Ohio
$548K -$35.4K -275 -6%
DIP
1282
DT Investment Partners
Pennsylvania
$545K – – –
MC
1283
Moors & Cabot
Massachusetts
$544K -$7.86K -61 -1%
FFG
1284
Fortem Financial Group
California
$543K +$61.5K +477 +11%
GCM
1285
Graham Capital Management
Connecticut
$542K +$599K +4,649 New
WH
1286
Willner & Heller
California
$540K +$3.99K +31 +0.7%
ACM
1287
Arcataur Capital Management
Wisconsin
$540K -$49K -380 -8%
CHP
1288
Cable Hill Partners
Oregon
$540K +$10.2K +79 +2%
I2I
1289
Insight 2811 Inc
Illinois
$538K -$5.28K -41 -0.9%
AWM
1290
Arista Wealth Management
Nevada
$537K -$27.7K -215 -4%
LNB
1291
Ledyard National Bank
$536K +$773 +6 +0.1%
EI
1292
Ellevest Inc
New York
$534K -$18.8K -146 -3%
FC
1293
Forte Capital
New York
$532K -$16.5K -128 -3%
RIG
1294
Renaissance Investment Group
Massachusetts
$531K – – –
MFWP
1295
Mosaic Family Wealth Partners
Missouri
$530K -$258 -2 -0%
ALAM
1296
Asahi Life Asset Management
Japan
$530K +$273K +2,120 +88%
AGP
1297
Autumn Glory Partners
Texas
$529K -$495K -3,842 -46%
MAM
1298
Morse Asset Management
Connecticut
$528K +$12.9K +100 +2%
ST
1299
Smithfield Trust
Pennsylvania
$527K – – –
PCM
1300
Payne Capital Management
New York
$527K +$40.6K +315 +7%