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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1301
Renaissance Investment Group
Massachusetts
$641K
AGP
1302
Autumn Glory Partners
Texas
$639K
BBWA
1303
Bell & Brown Wealth Advisors
California
$638K +$2.83K +23 +0.5%
SFG
1304
Sovereign Financial Group
Connecticut
$637K +$556K +4,525 New
PIA
1305
Powell Investment Advisors
Florida
$637K +$3.81K +31 +0.7%
WOC
1306
West Oak Capital
California
$636K
ST
1307
Smithfield Trust
Pennsylvania
$635K
UBV
1308
United Bank (Virginia)
Virginia
$634K
TC
1309
TFR Capital
Texas
$634K +$58.6K +477 +12%
Kayne Anderson Rudnick Investment Management
1310
Kayne Anderson Rudnick Investment Management
California
$634K +$55.3K +450 +11%
CWM
1311
Cornerstone Wealth Management
Missouri
$633K +$983 +8 +0.2%
VAG
1312
VisionPoint Advisory Group
Texas
$632K +$284K +2,316 +107%
CW
1313
Code Waechter
Florida
$624K +$12.5K +102 +2%
CBA
1314
Coastal Bridge Advisors
Connecticut
$624K +$132K +1,075 +32%
CWG
1315
Cornerstone Wealth Group
North Carolina
$623K +$39.7K +323 +8%
FFN
1316
Focus Financial Network
Minnesota
$621K +$132K +1,074 +32%
OFS
1317
Orrstown Financial Services
Pennsylvania
$619K +$210K +1,711 +64%
GS
1318
GTS Securities
Florida
$619K -$815K -6,633 -60%
WTC
1319
WhitTier Trust Company
Nevada
$619K +$13.8K +112 +3%
CF
1320
Cantor Fitzgerald
New York
$618K +$539K +4,389 New
FRM
1321
Fox Run Management
Connecticut
$617K +$538K +4,380 New
PWPS
1322
Pinnacle Wealth Planning Services
Ohio
$617K +$88.6K +721 +20%
AA
1323
Advisory Alpha
Michigan
$616K +$143K +1,164 +36%
ACG
1324
Allen Capital Group
Nebraska
$611K +$52.7K +429 +11%
MA
1325
MCF Advisors
Kentucky
$609K +$12.9K +105 +2%