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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
DBT
801
Dubuque Bank & Trust
Iowa
$78K
MMG
802
Monetary Management Group
Missouri
$78K
FPFS
803
First Personal Financial Services
North Carolina
$77K -$75.5K -1,750 -50%
OC
804
Oakworth Capital
Alabama
$75K
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K -$17.5K -405 -20%
RWG
806
Regal Wealth Group
California
$70K
PHK
807
Point72 Hong Kong
Hong Kong
$68K +$65.7K +1,523 New
HFM
808
Harvest Fund Management
China
$63K +$61.2K +1,420 New
AIM
809
Acrospire Investment Management
Illinois
$62K +$25.9K +600 +75%
EWM
810
Edge Wealth Management
New York
$60K -$420K -9,750 -88%
FCMT
811
Founders Capital Management (Texas)
Texas
$60K +$25.9K +600 +81%
SAM
812
Security Asset Management
New York
$59K
SGAM
813
Smith Group Asset Management
Texas
$58K -$25.9K -600 -32%
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K
WEC
815
Winslow Evans & Crocker
Massachusetts
$54.6K -$316K -7,325 -85%
WA
816
WealthTrust-Arizona
Arizona
$54K
BL
817
Balentine LLC
Georgia
$54K +$20.4K +473 +65%
OAMG
818
Odey Asset Management Group
United Kingdom
$53K -$2.59M -60,000 -98%
CAL
819
Capital Advisors Ltd
Ohio
$48K
PG
820
Patten Group
Tennessee
$48K
CFA
821
Carroll Financial Associates
North Carolina
$47K -$1.16K -27 -2%
CFN
822
Cordasco Financial Network
Florida
$47K +$43.1K +1,000 +2,128%
BTIS
823
BB&T Investment Services
North Carolina
$45K -$906 -21 -2%
LCM
824
Liberty Capital Management
Michigan
$45K +$43.1K +1,000 New
First Manhattan
825
First Manhattan
New York
$44K -$116K -2,680 -73%