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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
701
Global Wealth Management Investment Advisory
Florida
$1.78M +$1.96M +20,302 +101,510%
UIA
702
UBP Investment Advisors
Switzerland
$1.76M +$14.5K +150 +0.8%
SWP
703
Stratos Wealth Partners
Ohio
$1.76M +$250K +2,589 +15%
AW
704
Alaethes Wealth
Nevada
$1.76M +$35.3K +366 +2%
CCP
705
Clarkston Capital Partners
Michigan
$1.75M +$964K +9,991 +99%
Kovitz Investment Group Partners
706
Kovitz Investment Group Partners
Illinois
$1.74M -$323K -3,350 -14%
CIA
707
Capital Investment Advisors
Georgia
$1.73M +$60.5K +627 +3%
Balyasny Asset Management
708
Balyasny Asset Management
Illinois
$1.73M +$1.91M +19,828 New
PA
709
Profund Advisors
Maryland
$1.73M -$196K -2,035 -9%
CT
710
Coastline Trust
Rhode Island
$1.73M +$323K +3,350 +20%
WIS
711
Wright Investors Service
Connecticut
$1.72M +$239K +2,476 +14%
H6H
712
Hightower 6M Holding
Kansas
$1.72M +$1.9M +19,695 New
MWM
713
Modera Wealth Management
New Jersey
$1.69M -$1.44M -14,920 -44%
BDF
714
Balasa Dinverno & Foltz
$1.67M -$5.98K -62 -0.3%
AFM
715
Abbot Financial Management
Massachusetts
$1.67M -$57.9K -600 -3%
Lazard Asset Management
716
Lazard Asset Management
New York
$1.66M -$271K -2,813 -13%
AWP
717
Ascent Wealth Partners
New York
$1.64M +$1.8M +18,701 New
RBA
718
Richard Bernstein Advisors
New York
$1.6M
SFA
719
Sequoia Financial Advisors
Ohio
$1.6M -$201K -2,080 -7%
IFWM
720
Institute for Wealth Management
Colorado
$1.59M +$30.1K +312 +2%
BCM
721
Brasada Capital Management
Texas
$1.59M +$141K +1,461 +9%
MCM
722
MAI Capital Management
Ohio
$1.58M -$155K -1,611 -8%
Cerity Partners
723
Cerity Partners
New York
$1.58M -$2.11M -21,907 -55%
IIL
724
Insight Inv LLC
California
$1.57M -$13K -135 -0.7%
AIM
725
Acropolis Investment Management
Missouri
$1.57M +$579 +6 +0%