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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1201
Focus Partners Advisor Solutions
Missouri
$909K +$830K +5,618 New
FA
1202
Financial Advisors
Massachusetts
$907K
LAM
1203
L2 Asset Management
Massachusetts
$907K +$34.4K +233 +4%
TPW
1204
Transatlantique Private Wealth
New York
$902K -$66K -447 -7%
SCA
1205
Sippican Capital Advisors
Massachusetts
$897K
WTC
1206
WhitTier Trust Company
Nevada
$893K +$188K +1,273 +29%
BFG
1207
Beacon Financial Group
Texas
$891K -$15.2K -103 -2%
EFA
1208
Evernest Financial Advisors
Indiana
$890K -$7.83K -53 -0.9%
Empower Advisory Group
1209
Empower Advisory Group
Colorado
$886K +$65.3K +442 +9%
SIA
1210
SGL Investment Advisors
Montana
$882K +$27.8K +188 +4%
DWM
1211
Diversify Wealth Management
Utah
$879K -$22.7K -154 -3%
RIG
1212
RiverFront Investment Group
Virginia
$875K +$562K +3,808 +225%
HSA
1213
HBK Sorce Advisory
Pennsylvania
$875K -$63.8K -432 -7%
SM
1214
Stonegate Management
Illinois
$874K +$812K +5,500 New
MBTD
1215
Mechanics Bank - Trust Department
California
$873K -$35.4K -240 -4%
CG
1216
Clifford Group
Massachusetts
$870K -$77.8K -527 -9%
JWWM
1217
Johnson & White Wealth Management
Pennsylvania
$868K +$4.43K +30 +0.6%
RL
1218
Rogco LP
Oklahoma
$867K -$42.4K -287 -5%
HWA
1219
Heritage Wealth Advisors
Virginia
$864K +$738 +5 +0.1%
FIA
1220
FNY Investment Advisers
New York
$864K -$324K -2,196 -29%
SIA
1221
Soltis Investment Advisors
Utah
$863K +$11.8K +80 +1%
CFMC
1222
Curbstone Financial Management Corp
New Hampshire
$863K -$36.9K -250 -4%
BPC
1223
Bearing Point Capital
Minnesota
$859K
AWA
1224
A4 Wealth Advisors
North Carolina
$855K +$795K +5,382 New
HWAM
1225
Hennion & Walsh Asset Management
New Jersey
$855K +$32.6K +221 +4%