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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1201
Summit Wealth Partners
Florida
$1.57M +$16.8K +85 +1%
HBT
1202
Hills Bank & Trust
Iowa
$1.57M +$18.4K +93 +1%
CP
1203
Clarendon Private
Massachusetts
$1.56M +$42.2K +213 +3%
FFM
1204
Forum Financial Management
Illinois
$1.56M -$1.09M -5,494 -42%
ZF
1205
Zhang Financial
Michigan
$1.56M +$83.2K +420 +6%
GCA
1206
Genesee Capital Advisors
New York
$1.56M +$179K +903 +14%
SC
1207
Saiph Capital
New Jersey
$1.55M +$559K +2,821 +61%
WAS
1208
WESPAC Advisors SoCal
California
$1.55M +$66.5K +336 +5%
GBT
1209
Grove Bank & Trust
Florida
$1.55M +$198 +1 +0%
DCM
1210
Davidson Capital Management
Texas
$1.55M +$29.9K +151 +2%
FNFDCM
1211
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.55M +$4.55K +23 +0.3%
OCM
1212
Orion Capital Management
California
$1.54M -$61.4K -310 -4%
Financial Engines Advisors
1213
Financial Engines Advisors
California
$1.53M -$29.3K -148 -2%
SWA
1214
Stratos Wealth Advisors
Ohio
$1.53M -$108K -545 -7%
DWM
1215
Destination Wealth Management
California
$1.52M +$144K +727 +11%
MWM
1216
Mindset Wealth Management
Indiana
$1.52M +$122K +614 +9%
AWM
1217
Accurate Wealth Management
Florida
$1.51M +$120K +605 +10%
ADL
1218
Asset Dedication LLC
California
$1.51M -$20K -101 -1%
HI
1219
Harbour Investments
Wisconsin
$1.5M +$90.5K +457 +7%
BSA
1220
Bull Street Advisors
Georgia
$1.5M -$2.97K -15 -0.2%
HIP
1221
Harrell Investment Partners
Texas
$1.5M +$47.5K +240 +3%
PCS
1222
Personal CFO Solutions
New Jersey
$1.5M +$42.8K +216 +3%
BAAM
1223
Baker Avenue Asset Management
California
$1.5M +$87.7K +443 +7%
CAM
1224
Cidel Asset Management
Ontario, Canada
$1.49M -$32.7K -165 -2%
GAM
1225
Grandview Asset Management
Pennsylvania
$1.48M +$107K +542 +8%