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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
KA
626
Kintegral Advisory
New York
$732K
B
627
Bailard
California
$732K +$637K +15,161 New
UCFA
628
United Capital Financial Advisors
Texas
$723K -$123K -2,929 -16%
WAM
629
Wealthspire Advisors (Maryland)
Maryland
$711K +$19K +452 +3%
AGM
630
Alpine Global Management
New York
$707K +$615K +14,645 New
Bank Julius Baer & Co
631
Bank Julius Baer & Co
Switzerland
$700K -$201K -4,784 -25%
DPIM
632
Duff & Phelps Investment Management
Illinois
$688K
PWP
633
Principle Wealth Partners
Connecticut
$688K
CMTU
634
Capital Markets Trading (UK)
United Kingdom
$686K +$596K +14,193 New
PAWC
635
P.A.W. Capital
Connecticut
$676K +$168K +4,000 +40%
IAA
636
Independent Advisor Alliance
North Carolina
$670K -$446K -10,627 -43%
MMPW
637
Mitchell McLeod Pugh & Williams
Alabama
$666K
EWM
638
Empirical Wealth Management
Washington
$661K +$45.1K +1,073 +9%
FNT
639
First National Trust
Pennsylvania
$660K
MLL
640
Moody Lynn & Lieberson
Massachusetts
$659K +$573K +13,640 New
LTI
641
Laffer Tengler Investments
Tennessee
$656K -$657K -15,649 -54%
IRC
642
Investors Research Corp
Georgia
$654K
1SB
643
1ST Source Bank
Indiana
$653K +$30.9K +735 +6%
SFM
644
Systematic Financial Management
New Jersey
$652K
SEC
645
Seven Eight Capital
New York
$652K +$42K +1,000 +8%
TCM
646
Tuttle Capital Management
Connecticut
$652K +$567K +13,493 New
BDF
647
Balasa Dinverno & Foltz
$650K -$16.8K -399 -3%
CT
648
Caldwell Trust
Florida
$648K -$106K -2,519 -16%
BWM
649
Buckley Wealth Management
Nevada
$647K -$630 -15 -0.1%
ACM
650
AlphaCrest Capital Management
New York
$644K -$126K -3,011 -18%