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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1326
WealthShield Partners
North Carolina
$130K +$129K +1,684 New
CFO
1327
CVA Family Office
Colorado
$127K +$40.9K +534 +49%
LC
1328
Lindbrook Capital
California
$126K +$15.9K +207 +15%
EWM
1329
Edge Wealth Management
New York
$124K -$92K -1,200 -43%
First Manhattan
1330
First Manhattan
New York
$121K +$44.1K +575 +58%
VRM
1331
Vectors Research Management
New York
$117K +$105K +1,375 +1,074%
CWM
1332
Cranbrook Wealth Management
Michigan
$116K +$92.7K +1,210 +423%
CA
1333
Clearstead Advisors
Ohio
$115K +$11K +144 +11%
DAC
1334
Dividend Assets Capital
South Carolina
$114K +$50.4K +658 +81%
IBOK
1335
Independence Bank of Kentucky
Kentucky
$111K -$88.7K -1,158 -45%
GAM
1336
Grandview Asset Management
Pennsylvania
$109K +$108K +1,404 New
KFI
1337
Key Financial Inc
Pennsylvania
$107K +$2.22K +29 +2%
SCM
1338
Silvant Capital Management
Georgia
$105K
GG
1339
Gleason Group
Kentucky
$102K +$536 +7 +0.5%
AWA
1340
Arkadios Wealth Advisors
Georgia
$102K +$60K +783 +144%
BC
1341
Burleson & Co
California
$102K +$101K +1,313 New
MLFP
1342
MPS Loria Financial Planners
Illinois
$96K +$383 +5 +0.4%
PWM
1343
Prentice Wealth Management
New York
$95K +$93.7K +1,222 New
Kayne Anderson Rudnick Investment Management
1344
Kayne Anderson Rudnick Investment Management
California
$94K -$1.92K -25 -2%
EWA
1345
Evolution Wealth Advisors
Florida
$94K
BFC
1346
Bedel Financial Consulting
Indiana
$93K
PMFA
1347
Plante Moran Financial Advisors
Michigan
$88K +$57.7K +753 +201%
RMC
1348
Resources Management Corp
Connecticut
$86K +$2.53K +33 +3%
HCP
1349
Hexagon Capital Partners
Arkansas
$86K +$24.5K +320 +40%
Q
1350
QVR
California
$86K +$84.7K +1,105 New