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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RWG
801
Regal Wealth Group
California
$76K
WAS
802
Winch Advisory Services
Wisconsin
$75K -$212K -4,561 -75%
WTB
803
Washington Trust Bank
Washington
$73K -$13.7K -296 -16%
CCM
804
Covington Capital Management
California
$66K +$64K +1,379 New
FCMT
805
Founders Capital Management (Texas)
Texas
$65K +$139 +3 +0.2%
SAM
806
Security Asset Management
New York
$64K
CFA
807
Carroll Financial Associates
North Carolina
$64K +$10.3K +221 +21%
EWM
808
Edge Wealth Management
New York
$63K
CAL
809
Capital Analysts LLC
Pennsylvania
$62K +$59.8K +1,289 New
LWCFA
810
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61K +$3.52K +76 +6%
OAMG
811
Odey Asset Management Group
United Kingdom
$58K
WA
812
WealthTrust-Arizona
Arizona
$58K
BL
813
Balentine LLC
Georgia
$58K +$232 +5 +0.4%
Simplex Trading
814
Simplex Trading
Illinois
$58K +$56.1K +1,209 New
AF
815
Allworth Financial
California
$55K +$9.28K +200 +21%
AIM
816
Advantage Investment Management
Iowa
$54K +$15.8K +340 +44%
RFS
817
Rockefeller Financial Services
New York
$53K +$51K +1,100 New
CAL
818
Capital Advisors Ltd
Ohio
$52K
LCM
819
Liberty Capital Management
Michigan
$51K
PG
820
Patten Group
Tennessee
$48K
FPF
821
FNY Partners Fund
New York
$48K +$46.4K +1,000 New
First Manhattan
822
First Manhattan
New York
$47K
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$46.5K +$5.61K +121 +14%
BC
824
Barnett & Company
Tennessee
$46K
FANJ
825
Financial Architects (New Jersey)
New Jersey
$46K +$7.42K +160 +20%