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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BC
826
Barnett & Company
Tennessee
$46K – – –
FANJ
827
Financial Architects (New Jersey)
New Jersey
$46K +$7.42K +160 +20%
BC
828
Bartlett & Co
Ohio
$45K – – –
SNT
829
Security National Trust
West Virginia
$45K – – –
BWA
830
Burt Wealth Advisors
Maryland
$43K – – –
CCM
831
Cribstone Capital Management
Maine
$43K – – –
GBT
832
Grove Bank & Trust
Florida
$42K – – –
PCP
833
Proficio Capital Partners
Massachusetts
$41K -$46 -1 -0.1%
RWA
834
Ropes Wealth Advisors
Massachusetts
$41K – – –
NSIM
835
North Star Investment Management
Illinois
$40K – – –
SGAM
836
Smith Group Asset Management
Texas
$39K -$22.7K -490 -38%
EFSCE
837
Enterprise Financial Services Corp (EFSC)
Missouri
$39K – – –
PCC
838
Park Circle Company
Maryland
$39K – – –
WPA
839
West Paces Advisors
Georgia
$38.6K – – –
CGT
840
Capital Guardian Trust
California
$38K +$36.9K +796 New
MRCM
841
M&R Capital Management
New Jersey
$37K – – –
AWM
842
AllSquare Wealth Management
New York
$36K – – –
TFO
843
Tarbox Family Office
California
$35K +$3.2K +69 +10%
GAM
844
Gemmer Asset Management
California
$34K – – –
DBT
845
Dubuque Bank & Trust
Iowa
$33K -$49.1K -1,058 -60%
LWM
846
Lenox Wealth Management
Ohio
$33K +$3.66K +79 +13%
FMA
847
FNY Managed Accounts
New York
$33K +$32.1K +692 New
ACM
848
Armbruster Capital Management
New York
$30K – – –
AC
849
Alexandria Capital
Virginia
$29K +$93 +2 +0.3%
HCM
850
Horrell Capital Management
Arkansas
$28K – – –