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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
726
L.J. Altfest & Co
New York
$555K +$116K +2,295 +25%
MWM
727
Meridian Wealth Management
Kentucky
$553K -$40.3K -800 -7%
PPW
728
Parcion Private Wealth
Washington
$552K +$2.67K +53 +0.5%
WAM
729
Wealthspire Advisors (Maryland)
Maryland
$551K -$167K -3,323 -23%
AAM
730
AR Asset Management
California
$551K
FWIA
731
Fort Washington Investment Advisors
Ohio
$547K
GC
732
GFG Capital
Florida
$547K
HH
733
Hilltop Holdings
Texas
$547K +$38.2K +759 +7%
FVCM
734
F&V Capital Management
Florida
$543K
APA
735
American Portfolios Advisors
New York
$539K +$282K +5,603 +101%
TAIM
736
TD Ameritrade Investment Management
Nebraska
$532K -$38.8K -770 -7%
ANTB
737
AMG National Trust Bank
Colorado
$527K -$19.4K -385 -3%
MFG
738
Magnus Financial Group
New York
$523K -$11.2K -222 -2%
MC
739
Muhlenkamp & Co
Pennsylvania
$522K
Vanguard Personalized Indexing Management
740
Vanguard Personalized Indexing Management
California
$522K +$152K +3,024 +39%
RZH
741
Relyea Zuckerberg Hanson
Connecticut
$515K
CIA
742
Capital Investment Advisors
Georgia
$514K +$16.7K +331 +3%
TF
743
TLWM Financial
Texas
$510K +$21.8K +433 +4%
WANY
744
Wealthspire Advisors (New York)
New York
$508K +$72.6K +1,441 +16%
ARMT
745
Amica Retiree Medical Trust
Rhode Island
$504K
EF
746
Empirical Finance
Pennsylvania
$501K +$99.6K +1,978 +24%
SAM
747
Silvercrest Asset Management
New York
$495K +$1.41K +28 +0.3%
BCM
748
Bourgeon Capital Management
Connecticut
$493K +$504K +10,000 +5,000%
CIS
749
Connors Investor Services
Pennsylvania
$490K -$756K -15,000 -60%
GFP
750
Gryphon Financial Partners
Ohio
$490K +$1.06K +21 +0.2%