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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1101
Capital Square
Tennessee
$537K +$461K +5,759 New
WE
1102
Wealth Effects
Massachusetts
$537K +$4.08K +51 +0.9%
AFG
1103
Atomi Financial Group
New York
$536K +$220K +2,753 +92%
WWM
1104
Western Wealth Management
Colorado
$536K +$54.6K +683 +13%
RSS
1105
Rosenblum Silverman Sutton
California
$535K -$2.4K -30 -0.5%
BMM
1106
Buffington Mohr McNeal
Idaho
$529K -$16K -200 -3%
AP
1107
Americana Partners
Texas
$529K +$390K +4,873 +66%
NG
1108
Norden Group
Utah
$526K -$125K -1,558 -22%
CFMC
1109
Curbstone Financial Management Corp
New Hampshire
$525K +$8K +100 +2%
SRC
1110
Shufro Rose & Co
New York
$524K
GL
1111
Graypoint LLC
New York
$523K -$87.4K -1,093 -16%
Two Sigma Advisers
1112
Two Sigma Advisers
New York
$522K +$448K +5,600 New
CA
1113
Clearstead Advisors
Ohio
$518K -$386K -4,824 -46%
GAG
1114
GM Advisory Group
New York
$518K +$444K +5,552 New
LIA
1115
LS Investment Advisors
Michigan
$518K
EHWM
1116
Eads & Heald Wealth Management
Georgia
$517K +$24.5K +306 +6%
BONST
1117
Bank of Nova Scotia Trust
Ontario, Canada
$516K -$8.72K -109 -2%
BFM
1118
Boston Financial Management
Massachusetts
$514K +$2.32K +29 +0.5%
CWM
1119
Connecticut Wealth Management
Connecticut
$514K -$146K -1,823 -25%
DA
1120
Denali Advisors
California
$513K -$128K -1,600 -23%
WGAM
1121
Wilkinson Global Asset Management
New York
$511K -$5.2K -65 -1%
FA
1122
Financial Advisors
Massachusetts
$511K -$320 -4 -0.1%
PB
1123
Pinnacle Bancorp
Nebraska
$508K +$25K +312 +6%
BG
1124
Bahl & Gaynor
Ohio
$508K -$93.4K -1,167 -18%
BWP
1125
BSW Wealth Partners
Colorado
$504K -$15.8K -198 -4%