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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
QP
976
Quilter Plc
United Kingdom
$561K
ZIMP
977
Zimmermann Investment Management & Planning
Pennsylvania
$561K +$49.4K +603 +9%
RCG
978
Resource Consulting Group
Florida
$559K
PWLP
979
Prio Wealth Limited Partnership
Massachusetts
$557K -$59.1K -722 -9%
ANTB
980
AMG National Trust Bank
Colorado
$556K -$432K -5,279 -44%
GVAG
981
Great Valley Advisor Group
Delaware
$553K +$145K +1,773 +32%
WF
982
Welch & Forbes
Massachusetts
$552K -$10.6K -130 -2%
HH
983
Hilltop Holdings
Texas
$548K -$4.5K -55 -0.8%
PIM
984
Perpetual Investment Management
Australia
$548K +$156K +1,900 +36%
WOC
985
West Oak Capital
California
$546K -$4.18K -51 -0.7%
OIM
986
Orca Investment Management
Oregon
$545K
SIA
987
Schechter Investment Advisors
Michigan
$544K -$12.8K -156 -2%
SM
988
Salzhauer Michael
$543K -$631K -7,700 -52%
TWM
989
TriaGen Wealth Management
California
$542K
MFC
990
Mechanics Financial Corp
Ohio
$539K +$36K +440 +7%
Bank of Montreal
991
Bank of Montreal
Ontario, Canada
$538K +$1.09M +13,357 +0.2%
MA
992
Mutual Advisors
Nebraska
$537K +$23.4K +286 +4%
HPC
993
HM Payson & Co
Maine
$535K
ZB
994
Zions Bancorporation
Utah
$535K +$6.47K +79 +1%
BW
995
Bison Wealth
Georgia
$533K +$60.7K +741 +12%
CWM
996
Cornerstone Wealth Management
Missouri
$533K +$244K +2,983 +74%
CDH
997
Charles D. Hyman
$531K
LIG
998
Lokken Investment Group
Delaware
$531K +$26.8K +327 +5%
RSS
999
Rosenblum Silverman Sutton
California
$529K +$2.46K +30 +0.4%
IA
1000
IFG Advisors
Missouri
$527K