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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CG
1051
Clifford Group
Massachusetts
$693K -$34.1K -339 -5%
WBG
1052
Wharton Business Group
Pennsylvania
$693K +$86.6K +860 +15%
CFP
1053
Catalyst Financial Partners
Massachusetts
$693K +$37.1K +368 +6%
Financial Engines Advisors
1054
Financial Engines Advisors
California
$692K -$4.23K -42 -0.6%
GL
1055
Graypoint LLC
New York
$691K +$49K +487 +8%
CGIM
1056
Capital Group Investment Management
Singapore
$690K +$67.8K +673 +11%
KWM
1057
Kingsview Wealth Management
Oregon
$690K +$103K +1,025 +18%
ACM
1058
Advisors Capital Management
New Jersey
$689K +$30.2K +300 +5%
HA
1059
Harbor Advisors
Florida
$689K
EFS
1060
Essex Financial Services
Connecticut
$686K -$2.82K -28 -0.5%
SAG
1061
SageView Advisory Group
California
$685K -$526K -5,228 -44%
ZIM
1062
Zacks Investment Management
Illinois
$685K -$19.8K -197 -3%
KNW
1063
Kesler Norman & Wride
Utah
$685K -$31.5K -313 -5%
SLWA
1064
San Luis Wealth Advisors
California
$685K +$345K +3,427 +109%
FAG
1065
Fortitude Advisory Group
Washington
$684K
FCG
1066
Fielder Capital Group
Tennessee
$683K +$428K +4,248 +184%
VWA
1067
Visionary Wealth Advisors
Illinois
$681K -$1.71K -17 -0.3%
AIA
1068
Arbor Investment Advisors
North Carolina
$676K +$104K +1,030 +19%
LDB
1069
Lee, Danner & Bass
Tennessee
$674K
KFS
1070
Kurt F. Somerville
$665K -$5.54K -55 -0.9%
AIA
1071
Alera Investment Advisors
Illinois
$663K -$30.6K -304 -5%
CIAS
1072
CFS Investment Advisory Services
New Jersey
$663K -$635K -6,304 -50%
WF
1073
Welch & Forbes
Massachusetts
$660K -$7.96K -79 -1%
BPCE
1074
Bank Pictet & Cie (Europe)
Germany
$658K +$7.65K +76 +1%
PCS
1075
Personal CFO Solutions
New Jersey
$656K -$8.36K -83 -1%