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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
651
Cetera Advisor Networks
California
$779K +$18.5K +368 +2%
WPC
652
White Pine Capital
Minnesota
$778K – – –
XWM
653
Xcel Wealth Management
Florida
$768K – – –
MGIM
654
M&G Investment Management
United Kingdom
$762K +$800K +15,880 New
SFG
655
SevenBridge Financial Group
Pennsylvania
$760K +$21.9K +435 +3%
IAA
656
Independent Advisor Alliance
North Carolina
$743K +$75.1K +1,490 +11%
IFWM
657
Institute for Wealth Management
Colorado
$740K +$5.29K +105 +0.7%
IB
658
Intrust Bank
Kansas
$736K -$15.9K -316 -2%
HAG
659
HighPoint Advisor Group
Illinois
$736K +$37K +735 +5%
EM
660
Excalibur Management
Massachusetts
$734K -$78.3K -1,555 -9%
HS
661
Haafor (Singapore)
Singapore
$732K +$760K +15,091 New
Credit Agricole
662
Credit Agricole
France
$730K -$17.6K -350 -2%
HT
663
HighTower Trust
Texas
$728K -$105K -2,080 -12%
PA
664
Profund Advisors
Maryland
$722K -$42.9K -851 -5%
CTC
665
Central Trust Company
Missouri
$721K +$126K +2,500 +20%
WG
666
Winton Group
United Kingdom
$721K +$751K +14,915 New
MCM
667
Mitchell Capital Management
Kansas
$714K +$744K +14,770 New
DI
668
Diligent Investors
California
$711K -$56K -1,111 -7%
KA
669
Kintegral Advisory
New York
$710K -$23.8K -472 -3%
RWM
670
Ritholtz Wealth Management
New York
$706K +$88.4K +1,754 +14%
TSWM
671
Triangle Securities Wealth Management
North Carolina
$701K -$34.9K -692 -5%
PAS
672
Park Avenue Securities
New York
$693K +$73.5K +1,459 +11%
CSM
673
CAMG Solamere Management
North Carolina
$693K +$722K +14,339 New
DPIM
674
Duff & Phelps Investment Management
Illinois
$689K – – –
PWP
675
Principle Wealth Partners
Connecticut
$689K – – –