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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
826
Asset Dedication LLC
California
$165K +$94.8K +2,172 +109%
RCC
827
Red Cedar Capital
Nebraska
$159K
MOS
828
MGO One Seven
Ohio
$159K +$176K +4,029 New
SMFS
829
Squar Milner Financial Services
California
$156K +$87 +2 +0.1%
FHA
830
First Horizon Advisors
Tennessee
$155K +$742 +17 +0.4%
AIM
831
Advantage Investment Management
Iowa
$153K +$28K +642 +20%
GLI
832
Guardian Life Insurance
New York
$149K
SLF
833
Sun Life Financial
Ontario, Canada
$145K +$131 +3 +0.1%
BBHC
834
Brown Brothers Harriman & Co
New York
$144K -$79.9K -1,830 -34%
C
835
Cerebellum
California
$143K
ST
836
Sageworth Trust
Pennsylvania
$143K
ST
837
Smithfield Trust
Pennsylvania
$142K -$13.8K -317 -8%
KA
838
Kaizen Advisory
Illinois
$139K +$4.32K +99 +3%
MA
839
MCF Advisors
Kentucky
$134K
FMT
840
First Mercantile Trust
Tennessee
$134K +$59.8K +1,370 +68%
IWA
841
Intercontinental Wealth Advisors
Texas
$128K +$141K +3,237 New
LFA
842
Legacy Financial Advisors
Kentucky
$126K -$51.7K -1,184 -27%
PRC
843
Pearl River Capital
Michigan
$126K +$139K +3,185 New
MFW
844
Mosaic Family Wealth
Missouri
$120K
HWA
845
Heritage Wealth Advisors
Virginia
$119K +$175 +4 +0.1%
PCM
846
Penserra Capital Management
California
$119K +$72.6K +1,664 +122%
IBOK
847
Independence Bank of Kentucky
Kentucky
$115K -$8.73K -200 -6%
NSB
848
Norway Savings Bank
Maine
$114K
NFG
849
Next Financial Group
Texas
$113K -$32.9K -753 -21%
CI Investments Inc
850
CI Investments Inc
Ontario, Canada
$111K -$8.73K -200 -7%