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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
951
Keebeck Wealth Management
Illinois
$54K +$50.2K +1,060 New
TI
952
tru Independence
Oregon
$53K +$73.8K +1,560 New
CCA
953
Column Capital Advisors
Indiana
$52K +$48.2K +1,019 New
AP
954
Americana Partners
Texas
$52K +$48.8K +1,031 New
FNBOSM
955
First National Bank of South Miami
Florida
$51K
First Manhattan
956
First Manhattan
New York
$50K -$20.7K -438 -31%
GFPC
957
Global Financial Private Client
Florida
$49.3K +$45.6K +964 New
MPWT
958
MassMutual Private Wealth & Trust
Connecticut
$48K -$568 -12 -1%
EFSCE
959
Enterprise Financial Services Corp (EFSC)
Missouri
$48K
CDIA
960
Capital Directions Investment Advisors
Georgia
$48K +$4.73K +100 +12%
KPW
961
Kore Private Wealth
New York
$48K +$44.5K +940 New
FCMT
962
Founders Capital Management (Texas)
Texas
$47K -$23.4K -495 -35%
RWM
963
Raffa Wealth Management
District of Columbia
$45.8K
BHWM
964
Bay Harbor Wealth Management
Maryland
$45K -$2.27K -48 -5%
BWA
965
Burt Wealth Advisors
Maryland
$45K
AWM
966
AllSquare Wealth Management
New York
$44K -$10.2K -215 -20%
FHA
967
Flagship Harbor Advisors
Massachusetts
$44K -$805 -17 -2%
EWM
968
Endurance Wealth Management
Rhode Island
$44K
AIC
969
Ameritas Investment Company
Nebraska
$42K -$6.11K -129 -14%
CYG
970
Clean Yield Group
Vermont
$42K
OSNBOA
971
Old Second National Bank of Aurora
Illinois
$42K +$38.9K +821 New
PCC
972
Park Circle Company
Maryland
$41K
SFG
973
Sowa Financial Group
Rhode Island
$41K +$37.6K +794 New
LAS
974
Lloyd Advisory Services
Georgia
$41K +$37.8K +799 New
PO
975
Private Ocean
California
$40K +$11.1K +235 +44%