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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1401
Endurance Wealth Management
Rhode Island
$186K
ANBT
1402
American National Bank & Trust
Texas
$179K
PA
1403
PSI Advisors
Florida
$179K +$182K +1,837 New
BWM
1404
Baystate Wealth Management
Massachusetts
$178K +$14K +141 +8%
KA
1405
Kozak & Associates
Colorado
$170K +$168K +1,700 New
GLLW
1406
Graves Light Lenhart Wealth
Virginia
$166K
CWP
1407
Concord Wealth Partners
Virginia
$164K -$322K -3,248 -66%
EWM
1408
Edge Wealth Management
New York
$164K +$8.42K +85 +5%
LC
1409
Lindbrook Capital
California
$163K +$7.04K +71 +4%
LWA
1410
Lenox Wealth Advisors
New York
$163K +$96.5K +974 +140%
MS
1411
Mizuho Securities
Japan
$162K +$120K +1,210 +269%
GRP
1412
Global Retirement Partners
California
$160K +$25.8K +260 +19%
CWM
1413
Cranbrook Wealth Management
Michigan
$159K +$17K +172 +12%
First Manhattan
1414
First Manhattan
New York
$154K -$5.55K -56 -3%
KFI
1415
Key Financial Inc
Pennsylvania
$154K
CDIA
1416
Capital Directions Investment Advisors
Georgia
$150K
JCM
1417
Jacobi Capital Management
Pennsylvania
$147K +$35.3K +356 +31%
VRM
1418
Vectors Research Management
New York
$146K
LTI
1419
Laffer Tengler Investments
Tennessee
$138K +$49.9K +504 +55%
IBOK
1420
Independence Bank of Kentucky
Kentucky
$133K +$3.57K +36 +3%
SCM
1421
Silvant Capital Management
Georgia
$132K
BC
1422
Burleson & Co
California
$129K +$694 +7 +0.5%
GG
1423
Gleason Group
Kentucky
$129K +$892 +9 +0.7%
Kayne Anderson Rudnick Investment Management
1424
Kayne Anderson Rudnick Investment Management
California
$126K
DAC
1425
Dividend Assets Capital
South Carolina
$123K