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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1376
Robertson Stephens Wealth Management
California
$216K +$221K +2,229 New
PVH
1377
Psagot Value Holdings
Israel
$214K -$188K -1,894 -46%
CA
1378
Calton & Associates
Florida
$214K -$172K -1,734 -44%
GIM
1379
Groesbeck Investment Management
New Jersey
$214K – – –
SEEDPG
1380
S.E.E.D. Planning Group
New York
$214K +$218K +2,200 New
RA
1381
Riversedge Advisors
Delaware
$214K +$218K +2,203 New
CIM
1382
Cambria Investment Management
California
$213K – – –
IWN
1383
Independent Wealth Network
Iowa
$213K +$205K +2,074 New
ZIC
1384
ZWJ Investment Counsel
Georgia
$211K +$215K +2,167 New
CA
1385
Clearstead Advisors
Ohio
$210K +$66.7K +673 +45%
MCM
1386
Monument Capital Management
Virginia
$210K +$214K +2,157 New
WWM
1387
Wolff Wiese Magana
California
$209K -$62K -626 -23%
FCM
1388
Firestone Capital Management
Florida
$209K – – –
FPS
1389
Fieldpoint Private Securities
Connecticut
$206K +$14.8K +149 +8%
DBIA
1390
Dumont & Blake Investment Advisors
New Jersey
$206K +$210K +2,122 New
NB
1391
Northwest Bancshares
Pennsylvania
$205K +$209K +2,109 New
PWMG
1392
Prestige Wealth Management Group
New Jersey
$204K – – –
BAM
1393
Brave Asset Management
New Jersey
$204K +$208K +2,100 New
NL
1394
NWAM LLC
Washington
$203K +$207K +2,087 New
AIP
1395
Almanack Investment Partners
Pennsylvania
$203K +$207K +2,090 New
RCG
1396
Rock Creek Group
District of Columbia
$202K -$94.2K -951 -31%
VNA
1397
Valley National Advisers
Pennsylvania
$202K +$297 +3 +0.1%
SAM
1398
SignalPoint Asset Management
Missouri
$202K +$206K +2,079 New
FSA
1399
Fort Sheridan Advisors
Illinois
$201K +$205K +2,069 New
BFA
1400
Beaumont Financial Advisors
Massachusetts
$200K -$13.6K -137 -6%