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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
1101
Nicolet Advisory Services
Wisconsin
$1.03M +$12.7K +103 +1%
CIAS
1102
CFS Investment Advisory Services
New Jersey
$1.03M +$154K +1,253 +21%
MFG
1103
MidWestOne Financial Group
Iowa
$1.03M -$9.58K -78 -1%
CFP
1104
Catalyst Financial Partners
Massachusetts
$1.03M +$50.7K +413 +6%
IWA
1105
Icon Wealth Advisors
Texas
$1.03M -$11.2K -91 -1%
BCM
1106
BluePath Capital Management
Georgia
$1.02M +$88.4K +720 +11%
BAM
1107
Blueshift Asset Management
New Jersey
$1.01M +$882K +7,179 New
GFG
1108
Goldstone Financial Group
Illinois
$1.01M +$117K +949 +16%
ASC
1109
Atalanta Sosnoff Capital
New York
$1.01M -$827K -6,734 -49%
CAG
1110
Csenge Advisory Group
Florida
$1.01M +$16.7K +136 +2%
JE
1111
JMAC Enterprises
Pennsylvania
$1M +$49.1K +400 +6%
RIL
1112
Rothschild Investment LLC
Illinois
$993K -$4.79K -39 -0.6%
JIC
1113
Johnson Investment Counsel
Ohio
$992K +$50.4K +410 +6%
SFG
1114
Sather Financial Group
Texas
$989K +$863K +7,024 New
GWM
1115
Gibbs Wealth Management
Georgia
$987K +$171K +1,392 +25%
NSIM
1116
North Star Investment Management
Illinois
$987K -$24.6K -200 -3%
MYIA
1117
Mount Yale Investment Advisors
Colorado
$985K +$97.3K +792 +13%
III
1118
Independent Investors Inc
New York
$984K
EFMC
1119
Empire Financial Management Company
New York
$981K +$24K +195 +3%
CAM
1120
Cidel Asset Management
Ontario, Canada
$981K -$33.9K -276 -4%
RCA
1121
Ranch Capital Advisors
Florida
$978K +$40.9K +333 +5%
BOJHT
1122
Bank of Jackson Hole Trust
Wyoming
$974K -$158K -1,284 -16%
Los Angeles Capital Management
1123
Los Angeles Capital Management
California
$973K -$11M -89,561 -93%
EFS
1124
Essex Financial Services
Connecticut
$972K +$197K +1,603 +30%
KP
1125
Keel Point
Alabama
$968K +$120K +976 +17%