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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1251
Vigilare Wealth Management
Arizona
$322K +$80K +829 +29%
GRP
1252
Global Retirement Partners
California
$322K +$378K +3,923 New
RA
1253
RFG Advisory
Alabama
$321K +$148K +1,529 +71%
WSCM
1254
Wellington Shields Capital Management
New York
$320K -$142K -1,475 -29%
H
1255
HoyleCohen
California
$320K +$44.8K +464 +15%
MA
1256
MCF Advisors
Kentucky
$320K +$353K +3,659 New
SWM
1257
Sendero Wealth Management
Texas
$318K -$126K -1,311 -26%
AC
1258
ASB Consultores
Florida
$318K -$2.22K -23 -0.6%
Jones Financial Companies
1259
Jones Financial Companies
Missouri
$318K +$16.6K +172 +5%
CCP
1260
Carmel Capital Partners
California
$317K -$772 -8 -0.2%
HWA
1261
Heritage Wealth Advisors
Virginia
$316K +$10K +104 +3%
PFWA
1262
Paces Ferry Wealth Advisors
Georgia
$313K -$4.82K -50 -1%
NCA
1263
New Century Advisors
Maryland
$313K +$76.2K +790 +28%
PPW
1264
Pinnacle Private Wealth
Massachusetts
$312K -$34.8K -361 -9%
PK
1265
Pflug Koory
Nebraska
$311K
SCM
1266
SOL Capital Management
Maryland
$308K
BMCM
1267
Bryn Mawr Capital Management
Pennsylvania
$307K +$339K +3,515 New
RCC
1268
Red Cedar Capital
Nebraska
$306K
HWM
1269
Horizon Wealth Management
Illinois
$306K +$193 +2 +0.1%
FHA
1270
Flagship Harbor Advisors
Massachusetts
$305K +$337K +3,493 New
IFG
1271
Independent Financial Group
California
$304K -$97K -1,005 -22%
WG
1272
Winton Group
United Kingdom
$303K -$1.14M -11,816 -77%
CBFP
1273
Cedar Brook Financial Partners
Ohio
$303K +$53.2K +551 +19%
Cohen & Steers
1274
Cohen & Steers
New York
$302K -$29.5K -306 -8%
CFA
1275
Capstone Financial Advisors
Illinois
$301K +$51.3K +532 +18%