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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1101
Kovack Advisors
Florida
$366K -$88.1K -1,150 -20%
CHAM
1102
Clear Harbor Asset Management
Connecticut
$366K +$4.98K +65 +1%
WP
1103
WealthSource Partners
California
$365K -$24.1K -315 -6%
SWMG
1104
Strategic Wealth Management Group
Maryland
$364K +$5.75K +75 +2%
KFS
1105
Kaizen Financial Strategies
California
$363K -$130K -1,691 -27%
BBA
1106
BLB&B Advisors
Pennsylvania
$362K -$187K -2,436 -34%
MMA
1107
Miracle Mile Advisors
California
$361K +$356K +4,650 New
NSIM
1108
North Star Investment Management
Illinois
$360K – – –
Cohen & Steers
1109
Cohen & Steers
New York
$359K -$17.7K -231 -5%
EWG
1110
Executive Wealth Group
Washington
$357K +$1.69K +22 +0.5%
AFS
1111
Annapolis Financial Services
Maryland
$356K -$50.7K -661 -13%
AF
1112
Advisornet Financial
Minnesota
$356K – – –
MSA
1113
Marino Stram & Associates
Massachusetts
$356K +$352K +4,589 New
FCFC
1114
First Citizens Financial Corp
Iowa
$355K -$9.73K -127 -3%
HC
1115
Henshaw Capital
Massachusetts
$354K +$349K +4,553 New
PVH
1116
Psagot Value Holdings
Israel
$353K +$63.5K +829 +22%
EFS
1117
Essex Financial Services
Connecticut
$349K +$69.4K +905 +25%
BWM
1118
Buckley Wealth Management
Nevada
$348K -$161K -2,105 -32%
OFS
1119
OneAscent Financial Services
Alabama
$348K -$4.29K -56 -1%
CFN
1120
Cordasco Financial Network
Florida
$348K +$5.37K +70 +2%
MG
1121
Mather Group
Illinois
$348K +$99.5K +1,298 +41%
STA
1122
Summit Trail Advisors
New York
$347K -$2.91K -38 -0.8%
IIM
1123
Ipswich Investment Management
Massachusetts
$344K +$340K +4,432 New
AWM
1124
Apollon Wealth Management
South Carolina
$344K +$340K +4,435 New
MFG
1125
MidWestOne Financial Group
Iowa
$343K – – –