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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
751
FineMark National Bank & Trust
Florida
$178K
EWM
752
Evercore Wealth Management
New York
$173K -$13.5K -357 -8%
SFS
753
Sowell Financial Services
Arkansas
$163K +$134K +3,540 New
First Manhattan
754
First Manhattan
New York
$155K -$23.6K -624 -15%
MA
755
MCF Advisors
Kentucky
$148K -$25.8K -683 -16%
FPFS
756
First Personal Financial Services
North Carolina
$147K +$66.2K +1,750 +101%
IWM
757
IHT Wealth Management
Illinois
$143K +$126K +3,325 New
PFBT
758
Parkside Financial Bank & Trust
Missouri
$139K -$5.41K -143 -4%
CB
759
Community Bank
New York
$129K
ECM
760
Estabrook Capital Management
New York
$123K
ATC
761
Adirondack Trust Company
New York
$116K -$12.6K -333 -11%
HCM
762
Highlander Capital Management
New Jersey
$112K -$3.78K -100 -4%
BBHC
763
Brown Brothers Harriman & Co
New York
$109K -$893K -23,603 -90%
PWM
764
Perigon Wealth Management
California
$97K
BWM
765
Baystate Wealth Management
Massachusetts
$97K +$84.1K +2,225 New
OFW
766
Omnia Family Wealth
Florida
$97K +$86.8K +2,295 New
BIG
767
Bellwether Investment Group
Tennessee
$95K +$85K +2,249 New
WA
768
WFG Advisors
Texas
$92K
JFGIW
769
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91K -$1.71M -45,270 -95%
QCG
770
Quadrant Capital Group
Ohio
$89K +$1.36K +36 +2%
SGAM
771
Smith Group Asset Management
Texas
$83K +$61.6K +1,630 +479%
BCM
772
Basswood Capital Management
New York
$83K +$74.1K +1,960 New
FHA
773
First Horizon Advisors
Tennessee
$79K
WAS
774
Winch Advisory Services
Wisconsin
$79K +$71.1K +1,879 New
WCM
775
Wealthcare Capital Management
Virginia
$78K