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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
876
Geneos Wealth Management
Colorado
$224K -$3.61K -86 -2%
IC
877
InterOcean Capital
Illinois
$224K +$195K +4,634 New
CG
878
Colony Group
Massachusetts
$224K +$195K +4,642 New
MAM
879
Meeder Asset Management
Ohio
$222K -$74.5K -1,775 -28%
AWM
880
Avior Wealth Management
Nebraska
$222K
WTFG
881
Wells Trecaso Financial Group
Ohio
$221K -$63K -1,500 -25%
OPS
882
Orion Portfolio Solutions
Nebraska
$220K -$798 -19 -0.4%
MA
883
Montag & Associates
Georgia
$220K +$191K +4,554 New
Cetera Investment Advisers
884
Cetera Investment Advisers
Illinois
$220K +$193K +4,589 New
QCG
885
Quadrant Capital Group
Ohio
$219K -$190K -4,528 -50%
PPP
886
Private Portfolio Partners
New Jersey
$218K +$189K +4,512 New
IIC
887
Ironwood Investment Counsel
Arizona
$218K +$190K +4,514 New
EWG
888
Executive Wealth Group
Washington
$218K +$190K +4,513 New
AF
889
Advisornet Financial
Minnesota
$216K -$59.4K -1,415 -24%
PWM
890
Perigon Wealth Management
California
$216K +$188K +4,478 New
PHS
891
Pekin Hardy Strauss
Illinois
$214K +$186K +4,440 New
PCS
892
Personal CFO Solutions
New Jersey
$213K +$185K +4,403 New
PVWM
893
Point View Wealth Management
New Jersey
$213K +$185K +4,407 New
CCM
894
CWH Capital Management
Washington
$213K +$186K +4,417 New
BCM
895
Bluefin Capital Management
New York
$209K +$182K +4,328 New
Cohen & Steers
896
Cohen & Steers
New York
$208K +$63.9K +1,521 +55%
OIA
897
OneDigital Investment Advisors
Kansas
$208K +$181K +4,314 New
GWM
898
Greenwich Wealth Management
Connecticut
$208K +$181K +4,316 New
PCA
899
Personal Capital Advisors
California
$207K +$180K +4,290 New
RCAG
900
Rehmann Capital Advisory Group
Michigan
$207K +$180K +4,276 New