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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
851
Parsons Capital Management
Rhode Island
$293K +$18.9K +375 +7%
PFWA
852
Paces Ferry Wealth Advisors
Georgia
$293K +$306K +6,068 New
CCM
853
CWH Capital Management
Washington
$292K +$81.3K +1,614 +37%
CH
854
Canton Hathaway
Rhode Island
$290K
TAM
855
Trust Asset Management
Texas
$290K +$302K +5,997 New
PL
856
Plancorp LLC
Missouri
$287K +$1.81K +36 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
857
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$286K +$298K +5,917 New
VWA
858
Visionary Wealth Advisors
Illinois
$285K +$55.1K +1,093 +23%
LC
859
Lavaca Capital
Texas
$285K +$297K +5,887 New
OWA
860
One Wealth Advisors
California
$284K -$15.9K -316 -5%
WP
861
WealthSource Partners
California
$284K -$15.1K -300 -5%
DSC
862
Duncker Streett & Co
Missouri
$284K
MF
863
Magnetar Financial
Illinois
$284K +$296K +5,878 New
ST
864
Smithfield Trust
Pennsylvania
$282K +$7.86K +156 +3%
EWM
865
Evermay Wealth Management
Virginia
$281K
PCA
866
Personal Capital Advisors
California
$281K +$76.8K +1,524 +36%
MC
867
Moors & Cabot
Massachusetts
$280K +$292K +5,796 New
SFS
868
Strategic Financial Services
New York
$278K -$39.3K -780 -12%
ADL
869
Asset Dedication LLC
California
$278K +$205K +4,076 +254%
HPWM
870
Highland Private Wealth Management
Washington
$275K +$4.23K +84 +2%
DC
871
Davenport & Co
Virginia
$274K +$286K +5,673 New
EB
872
Eastern Bank
Massachusetts
$273K -$75.1K -1,491 -21%
CCFCSB
873
Cape Cod Five Cents Savings Bank
Massachusetts
$273K -$1.36K -27 -0.5%
GIA
874
Gladstone Institutional Advisory
Florida
$273K +$285K +5,650 New
CWM
875
Circle Wealth Management
New Jersey
$272K -$143K -2,837 -34%