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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
701
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K
AWM
702
Avior Wealth Management
Nebraska
$124K
BRWM
703
B. Riley Wealth Management
Tennessee
$116K -$847K -23,800 -89%
HCM
704
Highlander Capital Management
New Jersey
$107K -$16K -450 -14%
FHA
705
First Horizon Advisors
Tennessee
$107K +$7.72K +217 +8%
EWM
706
Edge Wealth Management
New York
$101K
WG
707
Welch Group
Alabama
$101K +$92.5K +2,600 New
KPCM
708
Kings Point Capital Management
New York
$99K +$17K +477 +23%
HPBT
709
High Point Bank & Trust
North Carolina
$98K
ClearBridge Investments
710
ClearBridge Investments
New York
$94K +$2.46K +69 +3%
TCOV
711
Trust Company of Vermont
Vermont
$92K +$6.4K +180 +8%
WCM
712
Wealthcare Capital Management
Virginia
$88K
ICM
713
Ionic Capital Management
New York
$86K -$726K -20,396 -90%
BBPWM
714
Blue Bell Private Wealth Management
Pennsylvania
$83K +$676 +19 +0.9%
LWA
715
Lowe Wealth Advisors
Maryland
$81K +$74.7K +2,100 New
AFIA
716
America First Investment Advisors
Nebraska
$78K
SFPIA
717
Stevens First Principles Investment Advisors
California
$78K +$71.2K +2,000 New
IMS
718
Index Management Solutions
Pennsylvania
$72K -$180K -5,060 -73%
KA
719
Klingman & Associates
New York
$65K +$60.3K +1,694 New
ICM
720
ICC Capital Management
Florida
$62K
MA
721
MUFG Americas
New York
$56K -$24.9K -700 -33%
EFSCE
722
Enterprise Financial Services Corp (EFSC)
Missouri
$56K
SNT
723
Security National Trust
West Virginia
$52K +$31K +872 +185%
BFEC
724
Benjamin F. Edwards & Company
Missouri
$50K
ATC
725
Adirondack Trust Company
New York
$49K +$2.49K +70 +6%