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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
JG
701
Jefferies Group
New York
$337K -$801K -18,348 -68%
PWP
702
Principle Wealth Partners
Connecticut
$336K +$391K +8,968 New
ISL
703
Ingalls & Snyder LLC
New York
$332K +$366K +8,384 New
CHAM
704
Clear Harbor Asset Management
Connecticut
$327K +$359K +8,237 New
FIB
705
First Interstate Bank
Montana
$321K +$2.18K +50 +0.6%
P
706
Pitcairn
Pennsylvania
$320K -$366K -8,387 -51%
CIA
707
Capital Investment Advisors
Georgia
$319K +$30.4K +696 +9%
I2I
708
Insight 2811 Inc
Illinois
$316K +$348K +7,978 New
S
709
SignatureFD
Georgia
$311K +$11.8K +271 +4%
VNA
710
Valley National Advisers
Pennsylvania
$310K -$42.4K -971 -11%
BRWA
711
B. Riley Wealth Advisors
Florida
$306K -$248K -5,678 -43%
SI
712
Stephens Inc
Arkansas
$306K -$227K -5,198 -40%
PCM
713
Perritt Capital Management
Illinois
$306K -$19.6K -450 -6%
EFS
714
Essex Financial Services
Connecticut
$305K -$147K -3,368 -30%
AMM
715
American Money Management
California
$304K -$11.7K -268 -3%
GLA
716
Good Life Advisors
Pennsylvania
$304K +$335K +7,679 New
BTNA
717
Bremer Trust National Association
Minnesota
$302K -$68.9K -1,580 -17%
CB
718
Community Bank
New York
$302K
LDB
719
Lee, Danner & Bass
Tennessee
$300K -$47.8K -1,095 -13%
NNP
720
Nachman Norwood & Parrott
South Carolina
$297K +$327K +7,488 New
AssetMark Inc
721
AssetMark Inc
California
$296K -$28.8K -661 -8%
PTC
722
Petrus Trust Company
Texas
$295K +$109K +2,492 +50%
AIM
723
Allen Investment Management
New York
$293K
KPCM
724
Kings Point Capital Management
New York
$292K -$2.78M -63,689 -90%
RWP
725
RWA Wealth Partners
Massachusetts
$289K -$15K -343 -4%