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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1351
Prentice Wealth Management
New York
$95K +$93.7K +1,222 New
Kayne Anderson Rudnick Investment Management
1352
Kayne Anderson Rudnick Investment Management
California
$94K -$1.92K -25 -2%
EWA
1353
Evolution Wealth Advisors
Florida
$94K – – –
BFC
1354
Bedel Financial Consulting
Indiana
$93K – – –
PMFA
1355
Plante Moran Financial Advisors
Michigan
$88K +$57.7K +753 +201%
RMC
1356
Resources Management Corp
Connecticut
$86K +$2.53K +33 +3%
HCP
1357
Hexagon Capital Partners
Arkansas
$86K +$24.5K +320 +40%
Q
1358
QVR
California
$86K +$84.7K +1,105 New
WPA
1359
West Paces Advisors
Georgia
$85K – – –
CAL
1360
Capital Advisors Ltd
Ohio
$84K – – –
FA
1361
Fortis Advisors
Pennsylvania
$84K +$383 +5 +0.5%
GRP
1362
Global Retirement Partners
California
$84K +$8.43K +110 +11%
SIM
1363
Sonora Investment Management
Arizona
$82K +$4.21K +55 +6%
BHWM
1364
Bay Harbor Wealth Management
Maryland
$80K -$18.1K -236 -19%
TWM
1365
Tradition Wealth Management
Minnesota
$79K – – –
FNBOSM
1366
First National Bank of South Miami
Florida
$78K – – –
UFF
1367
USA Financial Formulas
Michigan
$76K -$20.1K -262 -21%
WR
1368
WD Rutherford
Oregon
$76K +$32.2K +420 +76%
GFPC
1369
Global Financial Private Client
Florida
$75.4K – – –
FCMT
1370
Founders Capital Management (Texas)
Texas
$74K +$230 +3 +0.3%
JCM
1371
Jacobi Capital Management
Pennsylvania
$72K +$14.6K +191 +26%
CWM
1372
Cedar Wealth Management
California
$72K +$70.7K +922 New
FCB
1373
First Command Bank
Texas
$72K +$71.1K +928 New
FCFS
1374
First Command Financial Services
Texas
$72K +$71.1K +928 New
LWA
1375
Lenox Wealth Advisors
New York
$71K -$109K -1,421 -61%