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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
1026
Empire Financial Management Company
New York
$638K +$15.4K +193 +3%
AFG
1027
AFS Financial Group
Maryland
$636K -$840K -10,505 -61%
ARC
1028
Advisor Resource Council
Texas
$635K +$545K +6,813 New
AIA
1029
Affinity Investment Advisors
California
$632K -$72.1K -901 -12%
MMA
1030
Miracle Mile Advisors
California
$632K +$235K +2,942 +77%
CWP
1031
CFM Wealth Partners
Texas
$632K +$38.7K +484 +8%
NHC
1032
Nicholas Hoffman & Company
Georgia
$628K +$48.2K +603 +10%
WOC
1033
West Oak Capital
California
$628K
CH
1034
Canton Hathaway
Rhode Island
$627K
TPW
1035
Transatlantique Private Wealth
New York
$626K -$16.2K -202 -3%
CA
1036
Claro Advisors
Massachusetts
$626K -$61.7K -771 -10%
BWG
1037
Beta Wealth Group
California
$626K +$64.5K +806 +14%
FFA
1038
First Foundation Advisors
California
$625K -$271K -3,393 -34%
NRS
1039
Neville Rodie & Shaw
New York
$622K -$100K -1,250 -16%
PTC
1040
Private Trust Company
Ohio
$619K -$101K -1,258 -16%
HA
1041
Harbor Advisors
Florida
$616K
AWM
1042
Avior Wealth Management
Nebraska
$615K +$13K +163 +3%
CG
1043
Clifford Group
Massachusetts
$615K +$24.9K +311 +5%
AIM
1044
Anchor Investment Management
South Carolina
$611K +$37K +463 +8%
KA
1045
Kovack Advisors
Florida
$610K +$87.3K +1,091 +20%
TAM
1046
Titleist Asset Management
Texas
$610K -$58.5K -731 -10%
RIL
1047
Rothschild Investment LLC
Illinois
$609K +$2K +25 +0.4%
HPC
1048
HM Payson & Co
Maine
$608K -$32K -400 -6%
Focus Partners Wealth
1049
Focus Partners Wealth
Massachusetts
$608K +$522K +6,525 New
DWA
1050
Douglass Winthrop Advisors
New York
$608K +$28.2K +353 +6%