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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1301
Heritage Wealth Advisors
Virginia
$966K +$667 +4 +0.1%
SWA
1302
Sax Wealth Advisors
New Jersey
$966K +$124K +745 +16%
BPC
1303
Bearing Point Capital
Minnesota
$962K +$1.67K +10 +0.2%
BFG
1304
Beacon Financial Group
Texas
$961K -$32.5K -195 -3%
TMC
1305
Themes Management Co
Connecticut
$958K +$900K +5,396 New
SRC
1306
Shufro Rose & Co
New York
$957K -$66.7K -400 -7%
JWWM
1307
Johnson & White Wealth Management
Pennsylvania
$956K -$12.3K -74 -1%
TIM
1308
Titan Investment Management
Indiana
$956K +$898K +5,383 New
FSA
1309
Fort Sheridan Advisors
Illinois
$952K +$167 +1 +0%
KA
1310
Kovack Advisors
Florida
$951K +$379K +2,272 +74%
DWA
1311
Douglass Winthrop Advisors
New York
$950K +$16.2K +97 +2%
LFA
1312
Legacy Financial Advisors
Kentucky
$948K -$139K -833 -13%
NFSG
1313
Newbridge Financial Services Group
Florida
$947K +$831K +4,980 +1,411%
CFA
1314
Churchill Financial Advisors
Kentucky
$942K +$885K +5,305 New
HWAM
1315
Hennion & Walsh Asset Management
New Jersey
$941K -$13.5K -81 -2%
WTC
1316
WhitTier Trust Company
Nevada
$941K -$109K -653 -12%
CG
1317
Clifford Group
Massachusetts
$939K -$30.5K -183 -3%
AF
1318
Advisornet Financial
Minnesota
$938K +$28.5K +171 +3%
TWM
1319
TriaGen Wealth Management
California
$935K -$83.4K -500 -9%
QCM
1320
Qsemble Capital Management
New York
$935K +$878K +5,266 New
FAL
1321
Focused Alpha LLC
Colorado
$933K +$877K +5,256 New
LCM
1322
Laurion Capital Management
New York
$933K -$3.02M -18,091 -77%
FBT
1323
First Bank & Trust
South Dakota
$932K -$598K -3,588 -41%
OIA
1324
Oakmont Investment Advisors
Pennsylvania
$932K +$876K +5,249 New
MW
1325
MBL Wealth
North Carolina
$932K +$400K +2,399 +84%