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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
751
Convergence Investment Partners
Florida
$1.55M -$422K -5,270 -24%
SSWM
752
Smith Salley Wealth Management
North Carolina
$1.54M +$366K +4,573 +38%
LF
753
Lee Financial
Texas
$1.53M +$878K +10,980 +201%
FTWA
754
Fifth Third Wealth Advisors
Ohio
$1.53M +$14.2K +178 +1%
CWM
755
Chesapeake Wealth Management
Virginia
$1.52M +$6.96K +87 +0.5%
BFIC
756
Bedell Frazier Investment Counselling
California
$1.51M -$7.6K -95 -0.6%
SWM
757
SeaCrest Wealth Management
New York
$1.51M +$61.1K +764 +5%
MCWS
758
McKinley Carter Wealth Services
West Virginia
$1.51M +$73.6K +920 +6%
VSQM
759
V-Square Quantitative Management
Illinois
$1.5M +$442K +5,521 +52%
DAS
760
Dynamic Advisor Solutions
Arizona
$1.49M +$141K +1,757 +12%
1SB
761
1ST Source Bank
Indiana
$1.49M +$5.04K +63 +0.4%
CCA
762
Checchi Capital Advisers
California
$1.49M -$151K -1,885 -11%
CFB
763
Cullen/Frost Bankers
Texas
$1.48M -$128K -1,600 -9%
DCM
764
Decatur Capital Management
Georgia
$1.48M +$92.6K +1,157 +8%
CA
765
Cetera Advisors
Colorado
$1.48M +$20.7K +259 +2%
Capstone Investment Advisors
766
Capstone Investment Advisors
New York
$1.47M -$5.25M -65,612 -81%
RSA
767
River Street Advisors
Illinois
$1.47M +$33.1K +414 +3%
NWM
768
Northcape Wealth Management
New York
$1.45M -$75.9K -949 -6%
CSPIA
769
Cary Street Partners Investment Advisory
Virginia
$1.45M -$863K -10,787 -41%
PAM
770
Paradigm Asset Management
New York
$1.45M -$32K -400 -3%
MAM
771
Mystic Asset Management
Rhode Island
$1.45M +$50.8K +635 +4%
IIC
772
Ironwood Investment Counsel
Arizona
$1.45M +$29.4K +367 +2%
CC
773
Courier Capital
New York
$1.44M -$5.28K -66 -0.4%
WWA
774
WCG Wealth Advisors
Nevada
$1.44M -$8K -100 -0.6%
CGL
775
Clarius Group LLC
Washington
$1.43M -$197K -2,463 -14%