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Morgan Stanley

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