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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
726
Tarbox Family Office
California
$6K – – –
WTB
727
Washington Trust Bank
Washington
$6K +$3.92K +150 +150%
PRS
728
Pinkerton Retirement Specialists
Idaho
$6K +$5.57K +213 +7,100%
AIM
729
Advantage Investment Management
Iowa
$5K -$10.5K -400 -69%
RFA
730
Reilly Financial Advisors
California
$5K – – –
WEC
731
Winslow Evans & Crocker
Massachusetts
$4.16K – – –
WP
732
WealthPLAN Partners
Nebraska
$4.16K +$4.18K +160 New
HCM
733
Herndon Capital Management
Georgia
$4K +$3.63K +139 New
AP
734
Advisors Preferred
Maryland
$4K +$4.47K +171 New
FWM
735
Focused Wealth Management
New York
$3K -$13.1K -500 -83%
LWA
736
Lowe Wealth Advisors
Maryland
$3K – – –
TSW
737
Thompson Siegel & Walmsley
Virginia
$3K – – –
SJIM
738
St. Johns Investment Management
Florida
$3K +$26 +1 +0.9%
JIR
739
James Investment Research
Ohio
$3K +$2.62K +100 New
AWM
740
AllSquare Wealth Management
New York
$2K – – –
RWA
741
Ropes Wealth Advisors
Massachusetts
$2K +$1.96K +75 New
MWM
742
MinichMacGregor Wealth Management
New York
$1K +$340 +13 +30%
NR
743
Newfound Research
Massachusetts
$1K +$811 +31 New
RWM
744
Raffa Wealth Management
District of Columbia
$935 – – –
Capital Fund Management (CFM)
745
Capital Fund Management (CFM)
France
– -$24.4M -934,317 Closed
AI
746
Axiom Investors
Connecticut
– -$20.9M -834,148 Closed
SCM
747
Stevens Capital Management
Pennsylvania
– -$18.6M -745,145 Closed
CCP
748
Clough Capital Partners
Massachusetts
– -$18M -718,860 Closed
Voloridge Investment Management
749
Voloridge Investment Management
Florida
– -$15.9M -634,705 Closed
PP
750
PDT Partners
New York
– -$12M -480,368 Closed