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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
726
Beirne Wealth Consulting Services
Connecticut
$968K -$843K -14,700 -51%
ICP
727
Interchange Capital Partners
Pennsylvania
$962K +$806K +14,051 New
LWAM
728
Legacy Wealth Asset Management
Minnesota
$961K +$805K +14,022 New
VCA
729
Verdence Capital Advisors
Maryland
$960K +$139K +2,415 +21%
HA
730
H2O AM
United Kingdom
$957K -$1.02M -17,800 -56%
HH
731
Hilltop Holdings
Texas
$951K +$145K +2,535 +22%
PWP
732
Principle Wealth Partners
Connecticut
$943K -$28.1K -490 -3%
BRWA
733
B. Riley Wealth Advisors
Florida
$927K -$248K -4,327 -24%
IRC
734
Investors Research Corp
Georgia
$927K
SFM
735
Systematic Financial Management
New Jersey
$925K
CCMT
736
CMT Capital Markets Trading
Germany
$925K +$775K +13,500 New
UR
737
USCA RIA
Texas
$923K +$772K +13,462 New
1SB
738
1ST Source Bank
Indiana
$922K +$36.4K +635 +5%
UCFA
739
United Capital Financial Advisors
Texas
$915K -$48.9K -852 -6%
S
740
SignatureFD
Georgia
$913K +$51.9K +905 +7%
SWP
741
Stratos Wealth Partners
Ohio
$910K +$70.5K +1,229 +10%
HI
742
Hoey Investments
Pennsylvania
$906K +$759K +13,220 New
Vanguard Personalized Indexing Management
743
Vanguard Personalized Indexing Management
California
$904K +$137K +2,391 +22%
MMPW
744
Mitchell McLeod Pugh & Williams
Alabama
$902K -$36K -627 -5%
DAM
745
Delta Asset Management
Tennessee
$902K
APWM
746
Atlas Private Wealth Management
New York
$898K -$8.43K -147 -1%
CWM
747
Calamos Wealth Management
Illinois
$891K +$84.5K +1,472 +13%
HPC
748
Hobart Private Capital
North Carolina
$886K +$38.7K +675 +6%
FNT
749
First National Trust
Pennsylvania
$884K -$43.6K -760 -6%
CCA
750
Checchi Capital Advisers
California
$884K +$205K +3,567 +38%