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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1026
AFS Financial Group
Maryland
$636K -$840K -10,505 -61%
ARC
1027
Advisor Resource Council
Texas
$635K +$545K +6,813 New
AIA
1028
Affinity Investment Advisors
California
$632K -$72.1K -901 -12%
MMA
1029
Miracle Mile Advisors
California
$632K +$235K +2,942 +77%
CWP
1030
CFM Wealth Partners
Texas
$632K +$38.7K +484 +8%
NHC
1031
Nicholas Hoffman & Company
Georgia
$628K +$48.2K +603 +10%
WOC
1032
West Oak Capital
California
$628K – – –
CH
1033
Canton Hathaway
Rhode Island
$627K – – –
TPW
1034
Transatlantique Private Wealth
New York
$626K -$16.2K -202 -3%
CA
1035
Claro Advisors
Massachusetts
$626K -$61.7K -771 -10%
BWG
1036
Beta Wealth Group
California
$626K +$64.5K +806 +14%
FFA
1037
First Foundation Advisors
California
$625K -$271K -3,393 -34%
NRS
1038
Neville Rodie & Shaw
New York
$622K -$100K -1,250 -16%
PTC
1039
Private Trust Company
Ohio
$619K -$101K -1,258 -16%
HA
1040
Harbor Advisors
Florida
$616K – – –
AWM
1041
Avior Wealth Management
Nebraska
$615K +$13K +163 +3%
CG
1042
Clifford Group
Massachusetts
$615K +$24.9K +311 +5%
AIM
1043
Anchor Investment Management
South Carolina
$611K +$37K +463 +8%
KA
1044
Kovack Advisors
Florida
$610K +$87.3K +1,091 +20%
TAM
1045
Titleist Asset Management
Texas
$610K -$58.5K -731 -10%
RIL
1046
Rothschild Investment LLC
Illinois
$609K +$2K +25 +0.4%
HPC
1047
HM Payson & Co
Maine
$608K -$32K -400 -6%
Focus Partners Wealth
1048
Focus Partners Wealth
Massachusetts
$608K +$522K +6,525 New
DWA
1049
Douglass Winthrop Advisors
New York
$608K +$28.2K +353 +6%
BFEC
1050
Benjamin F. Edwards & Company
Missouri
$606K +$69.3K +866 +15%