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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
I2I
851
Insight 2811 Inc
Illinois
$297K +$11.9K +236 +4%
PFGIA
852
Patriot Financial Group Insurance Agency
Massachusetts
$296K -$4.13K -82 -1%
WS
853
Wedbush Securities
California
$293K -$43.5K -863 -12%
PCM
854
Parsons Capital Management
Rhode Island
$293K +$18.9K +375 +7%
PFWA
855
Paces Ferry Wealth Advisors
Georgia
$293K +$306K +6,068 New
CCM
856
CWH Capital Management
Washington
$292K +$81.3K +1,614 +37%
CH
857
Canton Hathaway
Rhode Island
$290K – – –
TAM
858
Trust Asset Management
Texas
$290K +$302K +5,997 New
PL
859
Plancorp LLC
Missouri
$287K +$1.81K +36 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
860
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$286K +$298K +5,917 New
VWA
861
Visionary Wealth Advisors
Illinois
$285K +$55.1K +1,093 +23%
LC
862
Lavaca Capital
Texas
$285K +$297K +5,887 New
OWA
863
One Wealth Advisors
California
$284K -$15.9K -316 -5%
WP
864
WealthSource Partners
California
$284K -$15.1K -300 -5%
DSC
865
Duncker Streett & Co
Missouri
$284K – – –
MF
866
Magnetar Financial
Illinois
$284K +$296K +5,878 New
ST
867
Smithfield Trust
Pennsylvania
$282K +$7.86K +156 +3%
EWM
868
Evermay Wealth Management
Virginia
$281K – – –
PCA
869
Personal Capital Advisors
California
$281K +$76.8K +1,524 +36%
MC
870
Moors & Cabot
Massachusetts
$280K +$292K +5,796 New
SFS
871
Strategic Financial Services
New York
$278K -$39.3K -780 -12%
ADL
872
Asset Dedication LLC
California
$278K +$205K +4,076 +254%
HPWM
873
Highland Private Wealth Management
Washington
$275K +$4.23K +84 +2%
DC
874
Davenport & Co
Virginia
$274K +$286K +5,673 New
EB
875
Eastern Bank
Massachusetts
$273K -$75.1K -1,491 -21%