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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
701
Mid Atlantic Financial Management
Pennsylvania
$376K -$8.63K -205 -2%
SW
702
SVB Wealth
Massachusetts
$374K -$12.8K -304 -3%
RTC
703
Riverview Trust Company
Washington
$373K
MFG
704
Magnus Financial Group
New York
$367K -$62.5K -1,484 -15%
CFGS
705
Concourse Financial Group Securities
Alabama
$363K -$117K -2,791 -24%
TFCP
706
Twin Focus Capital Partners
Massachusetts
$363K +$105K +2,500 +41%
EM
707
Excalibur Management
Massachusetts
$362K +$62.9K +1,495 +21%
FPCP
708
Fort Point Capital Partners
California
$360K -$7.66K -182 -2%
WCA
709
Westover Capital Advisors
Delaware
$338K -$296K -7,025 -47%
TAM
710
Tocqueville Asset Management
New York
$337K +$96.8K +2,300 +41%
NNP
711
Nachman Norwood & Parrott
South Carolina
$327K +$10.5K +249 +3%
BB
712
Bell Bank
North Dakota
$326K -$41.8K -993 -11%
BCM
713
Brown Capital Management
Maryland
$326K +$20.7K +492 +7%
CB
714
Community Bank
New York
$325K +$3.37K +80 +1%
ZCM
715
Zebra Capital Management
Connecticut
$324K +$88K +2,090 +37%
CIA
716
Capital Investment Advisors
Georgia
$322K -$18.1K -430 -5%
GLA
717
Good Life Advisors
Pennsylvania
$317K -$5.85K -139 -2%
Loomis, Sayles & Company
718
Loomis, Sayles & Company
Massachusetts
$317K +$12.8K +304 +4%
Rockefeller Capital Management
719
Rockefeller Capital Management
New York
$317K +$249K +5,920 +372%
SRAM
720
Stone Ridge Asset Management
New York
$317K +$316K +7,500 New
BRWA
721
B. Riley Wealth Advisors
Florida
$312K -$13.6K -323 -4%
AIM
722
Allen Investment Management
New York
$311K
KPCM
723
Kings Point Capital Management
New York
$311K
CAW
724
Cornerstone Advisors (Washington)
Washington
$310K +$40.9K +972 +15%
SRC
725
Shufro Rose & Co
New York
$308K +$92.6K +2,200 +43%