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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
1251
Waterloo Capital
Texas
$1.08M +$264K +1,580 +35%
YP
1252
YANKCOM Partnership
South Dakota
$1.08M +$31.4K +188 +3%
AWM
1253
Atticus Wealth Management
Florida
$1.08M +$3.17K +19 +0.3%
EFG
1254
Everest Financial Group
Minnesota
$1.08M +$1.01M +6,066 New
BWP
1255
BSW Wealth Partners
Colorado
$1.08M +$3.34K +20 +0.3%
SB
1256
Strategic Blueprint
Georgia
$1.08M -$82.7K -496 -8%
TFA
1257
Transamerica Financial Advisors
Florida
$1.08M +$132K +793 +15%
LAM
1258
L2 Asset Management
Massachusetts
$1.08M +$58.9K +353 +6%
PE
1259
PCM Encore
Colorado
$1.07M +$1M +6,010 New
DWM
1260
Diversify Wealth Management
Utah
$1.07M +$76.6K +459 +9%
FMLI
1261
Fukoku Mutual Life Insurance
Japan
$1.06M -$34M -203,557 -97%
SS
1262
Sunbelt Securities
Texas
$1.06M +$3K +18 +0.3%
SVWAG
1263
Sound View Wealth Advisors Group
Georgia
$1.06M +$28.2K +169 +3%
OBAM
1264
ODDO BHF Asset Management
France
$1.06M – – –
SF
1265
Symphony Financial
Texas
$1.06M -$1.49M -8,950 -60%
SFA
1266
Souders Financial Advisors
Ohio
$1.05M +$117K +702 +13%
NHC
1267
Nicholas Hoffman & Company
Georgia
$1.05M – – –
FFA
1268
First Foundation Advisors
California
$1.05M -$23.9K -143 -2%
IF
1269
Intrua Financial
Texas
$1.04M +$13.2K +79 +1%
BWM
1270
Baron Wealth Management
Michigan
$1.04M +$99.7K +598 +11%
EFA
1271
Evernest Financial Advisors
Indiana
$1.04M +$18.2K +109 +2%
LA
1272
LVW Advisors
New York
$1.04M -$30.2K -181 -3%
BFG
1273
Berger Financial Group
Minnesota
$1.04M -$19.3K -116 -2%
ATC
1274
Adirondack Trust Company
New York
$1.04M -$4.17K -25 -0.4%
BIG
1275
Brookwood Investment Group
Arizona
$1.04M -$37.7K -226 -4%
49 50
51
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