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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1401
Interactive Financial Advisors
Illinois
$195K – – –
BEI
1402
Benjamin Edwards Inc
Missouri
$194K +$138K +1,391 +232%
FCA
1403
FinTrust Capital Advisors
South Carolina
$191K -$49.6K -501 -20%
ONST
1404
Old North State Trust
North Carolina
$191K – – –
BWM
1405
BerganKDV Wealth Management
Minnesota
$189K +$99 +1 +0.1%
CWA
1406
Clearview Wealth Advisors
Oregon
$187K +$78K +787 +69%
SSB
1407
Sandy Spring Bank
Maryland
$186K -$26.8K -270 -12%
EWM
1408
Endurance Wealth Management
Rhode Island
$186K – – –
ANBT
1409
American National Bank & Trust
Texas
$179K – – –
PA
1410
PSI Advisors
Florida
$179K +$182K +1,837 New
BWM
1411
Baystate Wealth Management
Massachusetts
$178K +$14K +141 +8%
KA
1412
Kozak & Associates
Colorado
$170K +$168K +1,700 New
GLLW
1413
Graves Light Lenhart Wealth
Virginia
$166K – – –
CWP
1414
Concord Wealth Partners
Virginia
$164K -$322K -3,248 -66%
EWM
1415
Edge Wealth Management
New York
$164K +$8.42K +85 +5%
LC
1416
Lindbrook Capital
California
$163K +$7.04K +71 +4%
LWA
1417
Lenox Wealth Advisors
New York
$163K +$96.5K +974 +140%
MS
1418
Mizuho Securities
Japan
$162K +$120K +1,210 +269%
GRP
1419
Global Retirement Partners
California
$160K +$25.8K +260 +19%
CWM
1420
Cranbrook Wealth Management
Michigan
$159K +$17K +172 +12%
First Manhattan
1421
First Manhattan
New York
$154K -$5.55K -56 -3%
KFI
1422
Key Financial Inc
Pennsylvania
$154K – – –
CDIA
1423
Capital Directions Investment Advisors
Georgia
$150K – – –
JCM
1424
Jacobi Capital Management
Pennsylvania
$147K +$35.3K +356 +31%
VRM
1425
Vectors Research Management
New York
$146K – – –