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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1076
Evolution Wealth Advisors
Florida
$5K -$2.67M -63,552 -100%
GCM
1077
Gables Capital Management
Florida
$5K – – –
JCM
1078
Jacobi Capital Management
Pennsylvania
$5K – – –
LWANC
1079
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
LWA
1080
Lowe Wealth Advisors
Maryland
$5K – – –
ST
1081
Sageworth Trust
Pennsylvania
$5K – – –
WLPWM
1082
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
LWM
1083
Liberty Wealth Management
California
$5K +$3.11K +74 +247%
WCG
1084
Weaver Consulting Group
California
$5K +$3.4K +81 +675%
WAMC
1085
Western Asset Management Company
California
$5K +$4.07K +97 New
BSAM
1086
Blue Square Asset Management
New York
$5K +$4.54K +108 New
JWM
1087
Janiczek Wealth Management
Colorado
$5K +$4.58K +109 New
GEA
1088
Glen Eagle Advisors
New Jersey
$4.88K – – –
KFS
1089
Kelly Financial Services
Massachusetts
$4.86K +$42 +1 +1%
LWCFA
1090
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K -$26.2K -625 -92%
FANJ
1091
Financial Architects (New Jersey)
New Jersey
$3K – – –
Kayne Anderson Rudnick Investment Management
1092
Kayne Anderson Rudnick Investment Management
California
$3K – – –
LF
1093
Lee Financial
Texas
$3K – – –
HGWM
1094
Harvest Group Wealth Management
Massachusetts
$3K +$3.15K +75 New
BAM
1095
Bellevue Asset Management
Washington
$2K – – –
GC
1096
Globeflex Capital
California
$2K – – –
FWM
1097
Filbrandt Wealth Management
Wisconsin
$2K +$1.81K +43 New
APW
1098
Acima Private Wealth
Virginia
$1K – – –
CAM
1099
ClariVest Asset Management
California
$1K – – –
CWM
1100
Cranbrook Wealth Management
Michigan
$1K – – –