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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ZIMP
1351
Zimmermann Investment Management & Planning
Pennsylvania
$248K +$35.5K +380 +16%
PFA
1352
Pathway Financial Advisors
Vermont
$248K
CCG
1353
Chatham Capital Group
Georgia
$245K +$260K +2,791 New
FFA
1354
Farther Finance Advisors
California
$245K +$149K +1,601 +135%
MAM
1355
McLean Asset Management
Virginia
$244K -$13.1K -140 -5%
BFC
1356
Bedel Financial Consulting
Indiana
$244K -$9.43K -101 -4%
PS
1357
Planned Solutions
California
$243K +$3.73K +40 +1%
AG
1358
Ascent Group
Virginia
$242K -$12.2K -131 -5%
WCM
1359
Wedge Capital Management
North Carolina
$241K +$7.47K +80 +3%
KP
1360
Keel Point
Alabama
$241K +$256K +2,744 New
WCWM
1361
Willow Creek Wealth Management
California
$241K +$4.29K +46 +2%
HHGA
1362
Halbert Hargrove Global Advisors
California
$240K -$33.5K -359 -12%
FFS
1363
Founders Financial Securities
Maryland
$239K +$254K +2,720 New
BP
1364
Broadleaf Partners
Ohio
$239K
PWP
1365
Phillips Wealth Planners
Mississippi
$239K +$2.33K +25 +0.9%
EA
1366
Ellsworth Advisors
Ohio
$238K +$22.6K +242 +10%
NSB
1367
Norway Savings Bank
Maine
$237K -$22.4K -240 -8%
RC
1368
Reik & Co
New York
$237K
OC
1369
Oakworth Capital
Alabama
$237K
LFDLE
1370
La Financiere de L'Echiquier
France
$237K +$252K +2,700 New
HAS
1371
HBW Advisory Services
California
$237K +$252K +2,696 New
Fuller & Thaler Asset Management
1372
Fuller & Thaler Asset Management
California
$236K
PPC
1373
Park Place Capital
Alabama
$236K +$31.2K +334 +14%
AA
1374
Argent Advisors
Louisiana
$235K
RCA
1375
Resonant Capital Advisors
Wisconsin
$234K -$85.7K -918 -26%