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ICB
Morgan Stanley Income Sec. Inc
ICB
ICB
Delisted
ICB was delisted on the 1st of June, 2018.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
WA
26
WFG Advisors
Dallas,
Texas
| $11K | – | – | – |
|
| 27 |
AIM
27
Advantage Investment Management
Cedar Rapids,
Iowa
| $6K | – | – | – |
|
| 28 |
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | +$2.69K | +150 | +86% |
|
| 29 |
PA
29
Parallel Advisors
San Francisco,
California
| $5K | +$5.38K | +300 | New |
|
| 30 |
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$216K | -11,393 | Closed |
|
| 31 |
GHAM
31
Gilman Hill Asset Management
New Canaan,
Connecticut
| – | -$189K | -10,000 | Closed |
|
| 32 |
IWMPD
32
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$2K | -90 | Closed |
|