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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1201
Financial Advisors
Massachusetts
$688K
DWA
1202
Douglass Winthrop Advisors
New York
$687K -$4.93K -40 -0.7%
FDCP
1203
Foster Dykema Cabot & Partners
Massachusetts
$687K
LCM
1204
Lazari Capital Management
California
$685K -$4.43K -36 -0.7%
HWA
1205
Heritage Wealth Advisors
Virginia
$683K +$1.85K +15 +0.3%
ECM
1206
Evergreen Capital Management
Washington
$683K +$81.2K +659 +14%
SW
1207
SlateStone Wealth
Florida
$682K +$25.9K +210 +4%
AIA
1208
Arbor Investment Advisors
North Carolina
$682K -$131K -1,067 -16%
ATC
1209
Adirondack Trust Company
New York
$682K
AC
1210
AlphaCore Capital
California
$680K +$60.2K +489 +10%
CP
1211
Canopy Partners
Ohio
$680K +$1.85K +15 +0.3%
1832 Asset Management
1212
1832 Asset Management
Ontario, Canada
$680K -$166K -1,350 -20%
PB
1213
Pinnacle Bancorp
Nebraska
$679K -$10.8K -88 -2%
TFA
1214
Transamerica Financial Advisors
Florida
$677K -$165K -1,339 -20%
PFGIA
1215
Patriot Financial Group Insurance Agency
Massachusetts
$672K -$14.9K -121 -2%
BG
1216
Bahl & Gaynor
Ohio
$671K -$7.39K -60 -1%
NFA
1217
Northern Financial Advisors
Michigan
$671K -$8.38K -68 -1%
BB
1218
Bell Bank
North Dakota
$670K +$50.4K +409 +8%
CFG
1219
Copley Financial Group
California
$668K -$103K -836 -14%
LCGC
1220
Legacy Capital Group California
California
$667K -$6.4K -52 -1%
KP
1221
Keel Point
Alabama
$662K +$98.9K +803 +18%
CAMG
1222
CWA Asset Management Group
Florida
$659K +$42.6K +346 +7%
CCA
1223
Coign Capital Advisors
Utah
$659K +$645K +5,241 New
FCB
1224
First County Bank
Connecticut
$659K +$121K +980 +23%
BSHC
1225
Breed's Hill Capital
Massachusetts
$659K +$394K +3,199 +157%