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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
QI
601
Quotient Investors
New York
$677K
BC
602
Banced Corp
Illinois
$676K -$15K -349 -2%
WAM
603
Wealthspire Advisors (Maryland)
Maryland
$675K -$113K -2,610 -15%
FI
604
FormulaFolio Investments
Michigan
$651K +$630K +14,620 New
ZCA
605
Zeke Capital Advisors
Pennsylvania
$648K +$43.9K +1,019 +8%
BCMO
606
Buckingham Capital Management (Ohio)
Ohio
$644K -$8.84K -205 -1%
WOC
607
West Oak Capital
California
$641K -$17.2K -400 -3%
ICOA
608
Investment Centers of America
North Dakota
$639K +$253K +5,878 +69%
CAM
609
Carret Asset Management
New York
$638K +$38.4K +890 +7%
EFS
610
Essex Financial Services
Connecticut
$635K +$144K +3,350 +31%
SI
611
Stephens Inc
Arkansas
$632K +$97K +2,249 +19%
KWMG
612
King Wealth Management Group
Florida
$625K -$7.29K -169 -1%
DSC
613
Duncker Streett & Co
Missouri
$620K -$517 -12 -0.1%
Janney Montgomery Scott
614
Janney Montgomery Scott
Pennsylvania
$617K -$33.5K -777 -5%
FRM
615
Fox Run Management
Connecticut
$606K +$103K +2,400 +21%
GCA
616
Gideon Capital Advisors
New York
$605K -$391K -9,074 -40%
WIS
617
Wright Investors Service
Connecticut
$602K +$273K +6,320 +88%
ARMT
618
Amica Retiree Medical Trust
Rhode Island
$596K
AFG
619
Albion Financial Group
Utah
$596K +$43.1K +1,000 +8%
ID
620
Integral Derivatives
New York
$591K +$190K +4,400 +50%
ARM
621
Adirondack Research & Management
New York
$590K
WA
622
WESPAC Advisors
California
$587K +$186K +4,309 +49%
FMWA
623
Forvis Mazars Wealth Advisors
Missouri
$579K +$112K +2,589 +25%
MMPW
624
Mitchell McLeod Pugh & Williams
Alabama
$563K
CM
625
Crestline Management
Texas
$561K +$542K +12,579 New