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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
501
Transcend Capital Advisors
New Jersey
$3.53M -$143K -1,748 -4%
JWM
502
Jupiter Wealth Management
Colorado
$3.52M -$247K -3,016 -6%
CS
503
Comerica Securities
Michigan
$3.5M +$315K +3,843 +9%
PHK
504
Point72 Hong Kong
Hong Kong
$3.49M +$3.6M +43,911 +2,184%
SPC
505
Sigma Planning Corp
Michigan
$3.48M -$43.3K -529 -1%
IFAM
506
Institutional & Family Asset Management
Colorado
$3.47M +$208K +2,536 +6%
LFAS
507
Level Four Advisory Services
Texas
$3.46M +$177K +2,160 +5%
VNIM
508
Vaughan Nelson Investment Management
Texas
$3.45M
SPIA
509
Steward Partners Investment Advisory
New York
$3.45M -$284K -3,463 -7%
KWA
510
KCS Wealth Advisory
California
$3.44M +$105K +1,286 +3%
Los Angeles Capital Management
511
Los Angeles Capital Management
California
$3.4M +$592K +7,230 +19%
SI
512
Stephens Inc
Arkansas
$3.4M +$252K +3,078 +7%
LGF
513
LGT Group Foundation
Liechtenstein
$3.38M -$652K -7,965 -15%
RAM
514
Roanoke Asset Management
New Jersey
$3.38M +$62.3K +760 +2%
JIC
515
Joel Isaacson & Co
New York
$3.36M +$2.62K +32 +0.1%
HNB
516
Huntington National Bank
Ohio
$3.33M +$901 +11 +0%
P2P
517
Phase 2 Partners
California
$3.3M +$3.55M +43,364 New
MFA
518
Mayflower Financial Advisors
Massachusetts
$3.29M -$163K -1,985 -4%
USCWA
519
U.S. Capital Wealth Advisors
Texas
$3.24M -$5.38M -65,733 -61%
RIM
520
Regent Investment Management
Kentucky
$3.22M -$41K -500 -1%
VAS
521
Vestmark Advisory Solutions
Massachusetts
$3.22M +$106K +1,294 +3%
CFP
522
Cypress Financial Planning
New Jersey
$3.19M +$3.44M +41,973 New
HW
523
Hancock Whitney
Mississippi
$3.19M -$50.1K -612 -1%
PP
524
Patten & Patten
Tennessee
$3.17M -$83.1K -1,014 -2%
PWP
525
Private Wealth Partners
California
$3.16M -$600K -7,320 -15%