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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
701
Valley National Advisers
Pennsylvania
$463K +$32.9K +595 +7%
EHWM
702
Eads & Heald Wealth Management
Georgia
$460K -$6.37K -115 -1%
SAM
703
Silvercrest Asset Management
New York
$454K -$21.4K -387 -4%
CFG
704
Citizens Financial Group
Rhode Island
$448K -$14.6K -264 -3%
WC
705
Wexford Capital
Florida
$447K +$458K +8,280 New
WT
706
Washington Trust
Rhode Island
$446K -$4.71K -85 -1%
PCM
707
Perritt Capital Management
Illinois
$446K
S
708
SignatureFD
Georgia
$446K +$37.7K +681 +9%
VCA
709
Verdence Capital Advisors
Maryland
$443K -$221 -4 -0%
BA
710
BKS Advisors
Michigan
$442K +$454K +8,200 New
FIB
711
First Interstate Bank
Montana
$440K -$4.98K -90 -1%
SFS
712
Sowell Financial Services
Arkansas
$438K -$44.6K -806 -9%
CAM
713
CenterStar Asset Management
Illinois
$429K
LWM
714
Lyell Wealth Management
California
$428K -$33.2K -600 -7%
IWP
715
Icon Wealth Partners
Texas
$423K -$149K -2,686 -26%
TCOV
716
Trust Company of Vermont
Vermont
$415K
BFM
717
Boothbay Fund Management
New York
$410K +$145K +2,611 +52%
SM
718
Sciencast Management
New Jersey
$404K +$420K +7,590 New
HPC
719
HM Payson & Co
Maine
$403K +$52.4K +947 +14%
PNC
720
Park National Corp
Ohio
$402K +$59.2K +1,070 +17%
AWM
721
Altium Wealth Management
New York
$401K +$44.3K +801 +12%
AIM
722
Allen Investment Management
New York
$398K +$409K +7,380 New
RWP
723
RWA Wealth Partners
Massachusetts
$394K
SPC
724
Sigma Planning Corp
Michigan
$392K +$16.6K +300 +4%
CIA
725
Capital Investment Advisors
Georgia
$391K -$187K -3,376 -32%