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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ST
801
Somerset Trust
Pennsylvania
$1.4M +$41.8K +475 +3%
WPC
802
White Pine Capital
Minnesota
$1.39M +$4.75K +54 +0.4%
CAG
803
Crestwood Advisors Group
Massachusetts
$1.39M -$10.3M -117,175 -89%
AFS
804
Aft Forsyth & Sober
Florida
$1.38M – – –
PS
805
Principal Securities
Iowa
$1.38M +$38K +431 +3%
WW
806
Waterfront Wealth
Kansas
$1.38M +$25.6K +291 +2%
DPIM
807
Duff & Phelps Investment Management
Illinois
$1.37M +$40.8K +463 +3%
BHPW
808
Beverly Hills Private Wealth
California
$1.35M +$525K +5,964 +71%
FRM
809
Fox Run Management
Connecticut
$1.35M +$1.27M +14,378 New
EWG
810
Executive Wealth Group
Washington
$1.35M +$893K +10,136 +202%
BFS
811
Bard Financial Services
Connecticut
$1.35M +$4.84K +55 +0.4%
EM
812
Excalibur Management
Massachusetts
$1.33M +$53.4K +606 +4%
DI
813
Diligent Investors
California
$1.33M +$1.15K +13 +0.1%
BCP
814
Berkeley Capital Partners
Georgia
$1.33M +$167K +1,901 +16%
GM
815
Granger Management
New York
$1.32M +$320K +3,631 +35%
COCM
816
Charter Oak Capital Management
New Hampshire
$1.31M +$1.23M +13,956 New
NL
817
NVWM LLC
Pennsylvania
$1.31M -$14.7K -167 -1%
ANTB
818
AMG National Trust Bank
Colorado
$1.31M +$4.4K +50 +0.4%
CIAS
819
Capital Investment Advisory Services
North Carolina
$1.3M +$32.6K +370 +3%
IB
820
Intrust Bank
Kansas
$1.3M -$33.9K -385 -3%
EAM
821
Eagle Asset Management
Florida
$1.3M +$310K +3,519 +34%
KF
822
Krilogy Financial
Missouri
$1.29M +$1.21M +13,717 New
AF
823
Allworth Financial
California
$1.29M +$53.2K +604 +5%
LRWA
824
Long Run Wealth Advisors
New York
$1.29M +$52.3K +594 +5%
Koshinski Asset Management
825
Koshinski Asset Management
Illinois
$1.28M -$584K -6,635 -33%