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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RWG
676
Regal Wealth Group
California
$39K – – –
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$37.2K -$2.11M -82,606 -98%
BC
678
Bartlett & Co
Ohio
$36K +$17.9K +700 +97%
AssetMark Inc
679
AssetMark Inc
California
$34K -$5.44K -213 -14%
AA
680
Apriem Advisors
California
$33K -$4.7K -184 -12%
BBPWM
681
Blue Bell Private Wealth Management
Pennsylvania
$33K – – –
DBT
682
Dubuque Bank & Trust
Iowa
$31K -$86.9K -3,404 -73%
JIM
683
Jupiter Investment Management
United Kingdom
$31K +$32K +1,255 New
LWCFA
684
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K -$58.8K -2,305 -66%
WA
685
WealthTrust-Arizona
Arizona
$30K -$204 -8 -0.7%
TDC
686
Thompson Davis & Co
Virginia
$30K +$8.78K +344 +40%
TCM
687
Tradewinds Capital Management
Washington
$29K -$995 -39 -3%
SNT
688
Security National Trust
West Virginia
$29K – – –
QCG
689
Quadrant Capital Group
Ohio
$29K +$17.5K +687 +97%
ASN
690
Advisory Services Network
Georgia
$28K -$306 -12 -1%
IA
691
IFP Advisors
Florida
$27K -$286K -11,205 -94%
CAL
692
Capital Advisors Ltd
Ohio
$27K – – –
EP
693
Edinburgh Partners
United Kingdom
$27K – – –
CFA
694
Carroll Financial Associates
North Carolina
$27K +$2.83K +111 +11%
KF
695
Krilogy Financial
Missouri
$27K +$23.7K +929 +546%
VNA
696
Valley National Advisers
Pennsylvania
$25K +$3.98K +156 +19%
FCCM
697
First City Capital Management
Georgia
$24K – – –
GI
698
Gradient Investments
Minnesota
$24K +$15.3K +600 +159%
BC
699
Barnett & Company
Tennessee
$24K +$24.2K +950 New
BWA
700
Burt Wealth Advisors
Maryland
$22K – – –