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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
901
Sargent Bickham Lagudis
Colorado
$98K – – –
WCM
902
Wealthcare Capital Management
Virginia
$96K – – –
Acadian Asset Management
903
Acadian Asset Management
Massachusetts
$96K +$92.1K +1,821 New
WAS
904
Winch Advisory Services
Wisconsin
$95K +$14.4K +285 +19%
OC
905
Oakworth Capital
Alabama
$87K – – –
RPC
906
Rossmore Private Capital
Connecticut
$83.7K +$80.7K +1,596 New
RWG
907
Regal Wealth Group
California
$82K – – –
C
908
Cerebellum
California
$82K +$78.9K +1,561 New
WTB
909
Washington Trust Bank
Washington
$80K – – –
IUHSA
910
Itau Unibanco Holding S.A.
Brazil
$80K +$76.9K +1,520 New
MMG
911
Monetary Management Group
Missouri
$79K -$12.6K -250 -14%
EWM
912
Edge Wealth Management
New York
$78K +$9.36K +185 +14%
GRP
913
Global Retirement Partners
California
$77K +$47.1K +932 +173%
AF
914
Advisornet Financial
Minnesota
$74K +$71.5K +1,414 New
MRCM
915
M&R Capital Management
New Jersey
$72K +$30.7K +608 +78%
MPWT
916
MassMutual Private Wealth & Trust
Connecticut
$72K +$20.5K +406 +42%
KA
917
Kaizen Advisory
Illinois
$71K +$68.1K +1,347 New
FNB
918
Farmers National Bank
Kentucky
$71K +$68.2K +1,349 New
FCMT
919
Founders Capital Management (Texas)
Texas
$70K +$202 +4 +0.3%
SAM
920
Security Asset Management
New York
$69K – – –
AF
921
Allworth Financial
California
$68K +$8.24K +163 +14%
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$67K +$64.2K +1,270 New
CB
923
CNB Bank
Pennsylvania
$67K +$64.4K +1,273 New
APA
924
American Portfolios Advisors
New York
$64.4K +$62.1K +1,228 New
BL
925
Balentine LLC
Georgia
$64K +$202 +4 +0.3%