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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1501
Cohen & Steers
New York
$642K +$86.6K +500 +15%
GFA
1502
Gallagher Fiduciary Advisors
Illinois
$640K +$14.2K +82 +2%
KSB
1503
Kennebec Savings Bank
Maine
$640K -$4.85K -28 -0.7%
BMCM
1504
Bryn Mawr Capital Management
Pennsylvania
$639K +$106K +613 +19%
GCM
1505
Gibraltar Capital Management
Oklahoma
$639K -$172K -992 -20%
MHC
1506
May Hill Capital
Massachusetts
$639K +$78.4K +453 +13%
CAIM
1507
Catherine Avery Investment Management
Florida
$639K -$53.5K -309 -7%
NWWA
1508
New Wave Wealth Advisors
Arkansas
$636K +$228K +1,318 +52%
RPGK
1509
Retirement Planning Group (Kansas)
Kansas
$636K -$44.5K -257 -6%
NHT
1510
New Hampshire Trust
New Hampshire
$635K -$27.2K -157 -4%
CBT
1511
Crews Bank & Trust
Florida
$635K
DDC
1512
DF Dent & Co
Maryland
$634K +$355K +2,049 +114%
FFG
1513
Frisch Financial Group
New York
$631K +$14.9K +86 +2%
SEIA
1514
Signature Estate & Investment Advisors
California
$630K -$39.3K -227 -6%
PCA
1515
Pallas Capital Advisors
Massachusetts
$630K +$61.3K +354 +10%
SP
1516
SmartHarvest Portfolios
Washington
$630K -$186K -1,076 -22%
DJSG
1517
D.J. St. Germain
Massachusetts
$629K -$1.21K -7 -0.2%
CPC
1518
Congress Park Capital
New York
$627K +$35.1K +203 +6%
BAM
1519
Broyhill Asset Management
North Carolina
$626K -$10.4K -60 -2%
CTC
1520
Cetera Trust Company
Minnesota
$626K
WA1
1521
Wimmer Associates 1
California
$626K -$46.7K -270 -7%
OWP
1522
Obermeyer Wealth Partners
Colorado
$625K +$102K +589 +18%
SMWM
1523
Silvia McColl Wealth Management
California
$622K
CWM
1524
Connecticut Wealth Management
Connecticut
$621K -$162K -936 -20%
MSA
1525
Marino Stram & Associates
Massachusetts
$620K +$15.4K +89 +2%