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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$1.1M +$42.7K +745 +5%
CAN
702
Cetera Advisor Networks
California
$1.08M -$11.9K -208 -1%
AC
703
Asio Capital
Kentucky
$1.08M +$905K +15,770 New
AG
704
AIA Group
Hong Kong
$1.08M +$878K +15,300 New
SFG
705
SevenBridge Financial Group
Pennsylvania
$1.08M +$1.43K +25 +0.2%
WPC
706
White Pine Capital
Minnesota
$1.08M -$23K -400 -2%
Walleye Trading
707
Walleye Trading
New York
$1.07M -$1.37M -23,811 -60%
IB
708
Intrust Bank
Kansas
$1.07M +$23.4K +408 +3%
XWM
709
Xcel Wealth Management
Florida
$1.07M -$19.5K -340 -2%
CCG
710
Cloverfields Capital Group
Minnesota
$1.04M +$874K +15,229 New
TSWM
711
Triangle Securities Wealth Management
North Carolina
$1.04M +$38.8K +677 +5%
ER
712
Enlightenment Research
Florida
$1.03M +$866K +15,100 New
KFP
713
KMG Fiduciary Partners
Ohio
$1.03M +$850K +14,822 New
JCIA
714
Jackson Creek Investment Advisors
Colorado
$1.03M -$257K -4,471 -23%
SM
715
Southport Management
Wyoming
$1.03M -$574K -10,000 -40%
CSM
716
CAMG Solamere Management
North Carolina
$1.03M +$36.3K +633 +4%
MWM
717
Meridian Wealth Management
Kentucky
$1.02M +$200K +3,492 +30%
EM
718
Excalibur Management
Massachusetts
$1.02M -$17.2K -300 -2%
HT
719
HighTower Trust
Texas
$1.01M -$17.2K -299 -2%
FMWA
720
Forvis Mazars Wealth Advisors
Missouri
$1.01M +$138K +2,408 +20%
KA
721
Kintegral Advisory
New York
$1.01M
DI
722
Diligent Investors
California
$996K -$9.98K -174 -1%
EF
723
Empirical Finance
Pennsylvania
$994K +$238K +4,156 +40%
AIS
724
AM Investment Strategies
Tennessee
$990K +$102K +1,783 +14%
AIM
725
Acropolis Investment Management
Missouri
$988K +$141K +2,460 +21%