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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
601
AlphaCrest Capital Management
New York
$556K +$76.6K +1,626 +11%
WSFS
602
Wilmington Savings Fund Society
Delaware
$555K -$41.6K -883 -5%
SFG
603
SevenBridge Financial Group
Pennsylvania
$552K +$7.07K +150 +0.9%
WPC
604
White Pine Capital
Minnesota
$547K
SRAM
605
Spouting Rock Asset Management
Pennsylvania
$545K -$324K -6,884 -30%
CT
606
Caldwell Trust
Florida
$542K +$20.7K +440 +3%
WT
607
Washington Trust
Rhode Island
$542K +$23.5K +500 +3%
MMC
608
Mizuho Markets Cayman
Cayman Islands
$534K +$739K +15,701 New
HAG
609
HighPoint Advisor Group
Illinois
$533K -$45.4K -964 -6%
DI
610
Diligent Investors
California
$530K -$20.3K -430 -3%
CIA
611
CSat Investment Advisory
Michigan
$528K +$120K +2,558 +20%
PA
612
Profund Advisors
Maryland
$525K -$455K -9,654 -38%
HT
613
HighTower Trust
Texas
$523K +$724K +15,376 New
BAM
614
Berkshire Asset Management
Pennsylvania
$522K +$523K +11,110 +263%
VIA
615
Vident Investment Advisory
Georgia
$522K +$722K +15,335 New
KA
616
Kintegral Advisory
New York
$515K +$79.9K +1,696 +13%
IFWM
617
Institute for Wealth Management
Colorado
$509K -$20.5K -436 -3%
PRC
618
Pearl River Capital
Michigan
$507K +$703K +14,924 New
TSWM
619
Triangle Securities Wealth Management
North Carolina
$502K +$108K +2,295 +18%
BRWA
620
B. Riley Wealth Advisors
Florida
$488K +$398K +8,441 +143%
CAM
621
Cresset Asset Management
Illinois
$487K -$20.8K -441 -3%
WAM
622
Wealthspire Advisors (Maryland)
Maryland
$485K -$28.7K -610 -4%
PWP
623
Principle Wealth Partners
Connecticut
$485K
Credit Agricole
624
Credit Agricole
France
$485K +$671K +14,250 New
DPIM
625
Duff & Phelps Investment Management
Illinois
$484K