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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1076
IFG Advisors
Missouri
$387K – – –
IWP
1077
Icon Wealth Partners
Texas
$385K +$137K +1,793 +57%
KWM
1078
Kingsview Wealth Management
Oregon
$385K +$151K +1,973 +67%
TC
1079
Tatro Capital
Kentucky
$384K -$268K -3,501 -41%
HPC
1080
HM Payson & Co
Maine
$384K -$13.9K -181 -4%
XT
1081
XTX Topco
Cayman Islands
$384K +$379K +4,942 New
GA
1082
Geller Advisors
New York
$382K +$187K +2,436 +98%
FPCG
1083
Fort Pitt Capital Group
Pennsylvania
$381K +$334K +4,364 +802%
APA
1084
American Portfolios Advisors
New York
$380K +$101K +1,320 +37%
ACI
1085
Alpha Cubed Investments
California
$379K +$51.3K +670 +16%
S
1086
Seeyond
France
$378K – – –
APC
1087
Aspire Private Capital
North Carolina
$378K +$155K +2,028 +71%
VWA
1088
V Wealth Advisors
Kansas
$377K -$32.8K -428 -8%
CIC
1089
Crawford Investment Counsel
Georgia
$376K +$64.3K +839 +21%
RPC
1090
Rossmore Private Capital
Connecticut
$374K – – –
CCC
1091
Chelsea Counsel Company
California
$371K – – –
PCA
1092
Personal Capital Advisors
California
$369K -$97.2K -1,268 -21%
MW
1093
Marcum Wealth
Ohio
$368K +$363K +4,738 New
JSC
1094
Jackson Square Capital
California
$368K +$363K +4,739 New
KA
1095
Kovack Advisors
Florida
$366K -$88.1K -1,150 -20%
CHAM
1096
Clear Harbor Asset Management
Connecticut
$366K +$4.98K +65 +1%
WP
1097
WealthSource Partners
California
$365K -$24.1K -315 -6%
SWMG
1098
Strategic Wealth Management Group
Maryland
$364K +$5.75K +75 +2%
KFS
1099
Kaizen Financial Strategies
California
$363K -$130K -1,691 -27%
BBA
1100
BLB&B Advisors
Pennsylvania
$362K -$187K -2,436 -34%
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