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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WTB
726
Washington Trust Bank
Washington
$6K +$3.92K +150 +150%
PRS
727
Pinkerton Retirement Specialists
Idaho
$6K +$5.57K +213 +7,100%
AIM
728
Advantage Investment Management
Iowa
$5K -$10.5K -400 -69%
RFA
729
Reilly Financial Advisors
California
$5K
WEC
730
Winslow Evans & Crocker
Massachusetts
$4.16K
WP
731
WealthPLAN Partners
Nebraska
$4.16K +$4.18K +160 New
HCM
732
Herndon Capital Management
Georgia
$4K +$3.63K +139 New
AP
733
Advisors Preferred
Maryland
$4K +$4.47K +171 New
FWM
734
Focused Wealth Management
New York
$3K -$13.1K -500 -83%
LWA
735
Lowe Wealth Advisors
Maryland
$3K
TSW
736
Thompson Siegel & Walmsley
Virginia
$3K
SJIM
737
St. Johns Investment Management
Florida
$3K +$26 +1 +0.9%
JIR
738
James Investment Research
Ohio
$3K +$2.62K +100 New
AWM
739
AllSquare Wealth Management
New York
$2K
RWA
740
Ropes Wealth Advisors
Massachusetts
$2K +$1.96K +75 New
MWM
741
MinichMacGregor Wealth Management
New York
$1K +$340 +13 +30%
NR
742
Newfound Research
Massachusetts
$1K +$811 +31 New
RWM
743
Raffa Wealth Management
District of Columbia
$935
AT
744
Arden Trust
Delaware
$358 -$15.4K -588 -4%
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