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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
951
Resurgent Financial Advisors
Georgia
$807K -$70.7K -884 -9%
TPWA
952
TRUE Private Wealth Advisors
Oregon
$803K -$9.68K -121 -1%
GLA
953
Good Life Advisors
Pennsylvania
$798K -$4.08K -51 -0.6%
NVIM
954
New Vernon Investment Management
Illinois
$797K
BFG
955
Beacon Financial Group
Texas
$797K -$123K -1,533 -15%
OCM
956
Orion Capital Management
California
$797K +$122K +1,525 +22%
DC
957
Davenport & Co
Virginia
$794K -$71.4K -892 -9%
GVAG
958
Great Valley Advisor Group
Delaware
$788K -$36.7K -459 -5%
BHPW
959
Beverly Hills Private Wealth
California
$785K +$300K +3,751 +80%
ITC
960
Inspire Trust Company
Nevada
$774K +$664K +8,300 New
EWM
961
Empirical Wealth Management
Washington
$771K +$16.3K +204 +3%
NAS
962
Nicolet Advisory Services
Wisconsin
$771K +$33K +412 +5%
PL
963
Perpetual Ltd
Australia
$768K -$148K -1,855 -18%
BSA
964
Bull Street Advisors
Georgia
$767K
CFG
965
Cooper Financial Group
California
$764K +$55.6K +695 +9%
PCA
966
Prosperity Capital Advisors
Ohio
$764K -$41.3K -516 -6%
CCM
967
Corsair Capital Management
New York
$762K -$19.8K -248 -3%
PPP
968
Private Portfolio Partners
New Jersey
$754K +$38.2K +478 +6%
CIM
969
CIM Investment Management
Pennsylvania
$750K
VFPI
970
Vantage Financial Partners (Illinois)
Illinois
$746K -$52K -650 -8%
DI
971
DFPG Investments
Utah
$745K -$3.76K -47 -0.6%
RAM
972
Ramirez Asset Management
New York
$744K
ADL
973
Asset Dedication LLC
California
$742K -$198K -2,474 -24%
1832 Asset Management
974
1832 Asset Management
Ontario, Canada
$732K
MSA
975
Marino Stram & Associates
Massachusetts
$732K -$107K -1,333 -15%