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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1451
Washburn Capital Management
Florida
$941K -$33.9K -171 -4%
ERIC
1452
Eagle Rock Investment Company
Georgia
$941K – – –
SPW
1453
Signet Private Wealth
Illinois
$938K – – –
WH
1454
Willner & Heller
California
$936K +$4.75K +24 +0.5%
GWM
1455
Geneos Wealth Management
Colorado
$932K -$8.32K -42 -0.9%
RMAM
1456
Raab & Moskowitz Asset Management
New Jersey
$931K -$2.18K -11 -0.2%
TMC
1457
Themes Management Co
Connecticut
$930K -$311K -1,573 -26%
JCM
1458
Jacobi Capital Management
Pennsylvania
$928K +$12.5K +63 +1%
MC
1459
Moors & Cabot
Massachusetts
$928K +$57.4K +290 +7%
IAS
1460
Integrity Advisory Solutions
Texas
$928K +$144K +729 +20%
GWM
1461
Goldenstone Wealth Management
California
$925K -$21.2K -107 -2%
RIA
1462
Richwood Investment Advisors
Ohio
$920K +$58.6K +296 +7%
QIM
1463
Quantitative Investment Management
Virginia
$920K -$620K -3,132 -42%
FAT
1464
First American Trust
California
$920K +$9.11K +46 +1%
KWM
1465
Keebeck Wealth Management
Illinois
$917K +$389K +1,962 +81%
IGGA
1466
Iron Gate Global Advisors
Utah
$917K – – –
NP
1467
Ninepoint Partners
Ontario, Canada
$915K – – –
LCGC
1468
Legacy Capital Group California
California
$913K -$22.8K -115 -3%
SHFG
1469
S Harris Financial Group
Texas
$911K +$6.93K +35 +0.8%
EW
1470
Evexia Wealth
Wisconsin
$910K -$16.8K -85 -2%
FFBTD
1471
First Financial Bank - Trust Division
Ohio
$909K +$18.8K +95 +2%
SWA
1472
Sax Wealth Advisors
New Jersey
$909K +$74.1K +374 +7%
JWS
1473
Juncture Wealth Strategies
Arizona
$904K +$857K +4,326 New
TCM
1474
Tuttle Capital Management
Connecticut
$902K – – –
AO
1475
Advisor OS
Illinois
$902K -$298K -1,506 -26%