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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
1326
Valley National Advisers
Pennsylvania
$151K +$25.4K +331 +21%
BWM
1327
BerganKDV Wealth Management
Minnesota
$150K -$24.5K -320 -14%
EWM
1328
Endurance Wealth Management
Rhode Island
$149K +$80.4K +1,049 +121%
CG
1329
Cutler Group
California
$140K -$6.67M -87,054 -98%
CWC
1330
Carolinas Wealth Consulting
North Carolina
$135K +$13K +169 +11%
GLLW
1331
Graves Light Lenhart Wealth
Virginia
$133K +$13.9K +182 +12%
Jones Financial Companies
1332
Jones Financial Companies
Missouri
$133K +$27.8K +363 +27%
BWM
1333
Baystate Wealth Management
Massachusetts
$131K +$613 +8 +0.5%
WP
1334
WealthShield Partners
North Carolina
$130K +$129K +1,684 New
CFO
1335
CVA Family Office
Colorado
$127K +$40.9K +534 +49%
LC
1336
Lindbrook Capital
California
$126K +$15.9K +207 +15%
EWM
1337
Edge Wealth Management
New York
$124K -$92K -1,200 -43%
First Manhattan
1338
First Manhattan
New York
$121K +$44.1K +575 +58%
VRM
1339
Vectors Research Management
New York
$117K +$105K +1,375 +1,074%
CWM
1340
Cranbrook Wealth Management
Michigan
$116K +$92.7K +1,210 +423%
CA
1341
Clearstead Advisors
Ohio
$115K +$11K +144 +11%
DAC
1342
Dividend Assets Capital
South Carolina
$114K +$50.4K +658 +81%
IBOK
1343
Independence Bank of Kentucky
Kentucky
$111K -$88.7K -1,158 -45%
GAM
1344
Grandview Asset Management
Pennsylvania
$109K +$108K +1,404 New
KFI
1345
Key Financial Inc
Pennsylvania
$107K +$2.22K +29 +2%
SCM
1346
Silvant Capital Management
Georgia
$105K – – –
GG
1347
Gleason Group
Kentucky
$102K +$536 +7 +0.5%
AWA
1348
Arkadios Wealth Advisors
Georgia
$102K +$60K +783 +144%
BC
1349
Burleson & Co
California
$102K +$101K +1,313 New
MLFP
1350
MPS Loria Financial Planners
Illinois
$96K +$383 +5 +0.4%