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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
XWM
651
Xcel Wealth Management
Florida
$768K
MGIM
652
M&G Investment Management
United Kingdom
$762K +$800K +15,880 New
SFG
653
SevenBridge Financial Group
Pennsylvania
$760K +$21.9K +435 +3%
IAA
654
Independent Advisor Alliance
North Carolina
$743K +$75.1K +1,490 +11%
IFWM
655
Institute for Wealth Management
Colorado
$740K +$5.29K +105 +0.7%
IB
656
Intrust Bank
Kansas
$736K -$15.9K -316 -2%
HAG
657
HighPoint Advisor Group
Illinois
$736K +$37K +735 +5%
EM
658
Excalibur Management
Massachusetts
$734K -$78.3K -1,555 -9%
HS
659
Haafor (Singapore)
Singapore
$732K +$760K +15,091 New
Credit Agricole
660
Credit Agricole
France
$730K -$17.6K -350 -2%
HT
661
HighTower Trust
Texas
$728K -$105K -2,080 -12%
PA
662
Profund Advisors
Maryland
$722K -$42.9K -851 -5%
CTC
663
Central Trust Company
Missouri
$721K +$126K +2,500 +20%
WG
664
Winton Group
United Kingdom
$721K +$751K +14,915 New
MCM
665
Mitchell Capital Management
Kansas
$714K +$744K +14,770 New
DI
666
Diligent Investors
California
$711K -$56K -1,111 -7%
KA
667
Kintegral Advisory
New York
$710K -$23.8K -472 -3%
RWM
668
Ritholtz Wealth Management
New York
$706K +$88.4K +1,754 +14%
TSWM
669
Triangle Securities Wealth Management
North Carolina
$701K -$34.9K -692 -5%
PAS
670
Park Avenue Securities
New York
$693K +$73.5K +1,459 +11%
CSM
671
CAMG Solamere Management
North Carolina
$693K +$722K +14,339 New
DPIM
672
Duff & Phelps Investment Management
Illinois
$689K
PWP
673
Principle Wealth Partners
Connecticut
$689K
UCFA
674
United Capital Financial Advisors
Texas
$687K -$38.7K -769 -5%
Bank Julius Baer & Co
675
Bank Julius Baer & Co
Switzerland
$681K -$20.6K -409 -3%