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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GRR
1526
Golden Reserve Retirement
Ohio
$832K +$288K +1,452 +57%
RPGK
1527
Retirement Planning Group (Kansas)
Kansas
$829K +$20.6K +104 +3%
WIC
1528
Woodmont Investment Counsel
Tennessee
$829K +$2.38K +12 +0.3%
FIB
1529
First Interstate Bank
Montana
$826K – – –
AMPWP
1530
Alvarez & Marsal Private Wealth Partners
Florida
$824K -$368K -1,856 -32%
BWA
1531
Basecamp Wealth Advisors
Washington
$821K – – –
AHL
1532
Abel Hall LLC
Louisiana
$821K +$77K +389 +11%
WI
1533
WBI Investments
New Jersey
$816K +$773K +3,905 New
WCCM
1534
Willow Creek Capital Management
Montana
$815K +$772K +3,901 New
AL
1535
Aspiriant LLC
California
$815K +$79.4K +401 +11%
Cohen & Steers
1536
Cohen & Steers
New York
$815K – – –
SFP
1537
Shepherd Financial Partners
Massachusetts
$813K -$31.5K -159 -4%
MI
1538
Markowski Investments
Florida
$813K +$770K +3,888 New
SA
1539
Strategic Advisors
New York
$813K -$2.78M -14,057 -78%
GCM
1540
Gibraltar Capital Management
Oklahoma
$812K – – –
CAIM
1541
Catherine Avery Investment Management
Florida
$811K – – –
WI
1542
WrapManager Inc
California
$810K -$10.7K -54 -1%
CBT
1543
Crews Bank & Trust
Florida
$808K +$1.98K +10 +0.3%
LGA
1544
Lebenthal Global Advisors
New York
$807K -$474K -2,393 -38%
DDC
1545
DF Dent & Co
Maryland
$806K – – –
NHT
1546
New Hampshire Trust
New Hampshire
$804K -$2.18K -11 -0.3%
IF
1547
Intrua Financial
Texas
$804K -$407K -2,056 -35%
BWM
1548
Bullock Wealth Management
Indiana
$802K -$29.7K -150 -4%
SWM
1549
Segment Wealth Management
Texas
$800K -$15.4K -78 -2%
KSB
1550
Kennebec Savings Bank
Maine
$800K -$12.3K -62 -2%