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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
1351
HBW Advisory Services
California
$289K
MF
1352
Manchester Financial
California
$288K +$4.14K +47 +2%
BFC
1353
Bedel Financial Consulting
Indiana
$287K -$28.4K -322 -10%
LIG
1354
Lokken Investment Group
Delaware
$287K -$5.11K -58 -2%
RWP
1355
RWA Wealth Partners
Massachusetts
$287K -$32.6K -370 -11%
OIA
1356
Optimum Investment Advisors
Illinois
$287K +$154K +1,750 +135%
Jones Financial Companies
1357
Jones Financial Companies
Missouri
$287K +$79.1K +898 +42%
DFG
1358
Delta Financial Group
New Jersey
$287K -$17.6K -200 -6%
SFS
1359
Stiles Financial Services
Minnesota
$287K +$2.47K +28 +0.9%
ABC
1360
Associated Banc-Corp
Wisconsin
$286K +$5.72K +65 +2%
WA
1361
Waddell & Associates
Tennessee
$286K +$1.23K +14 +0.5%
ZF
1362
Zhang Financial
Michigan
$285K +$440 +5 +0.2%
ORC
1363
O'Rourke & Company
Massachusetts
$285K +$1.23K +14 +0.5%
CG
1364
Cutler Group
California
$285K +$267K +3,029 New
WA1
1365
Wimmer Associates 1
California
$285K -$6.61K -75 -2%
OCM
1366
Objective Capital Management
Ohio
$284K +$3.08K +35 +1%
FOA
1367
Five Oceans Advisors
California
$284K -$793 -9 -0.3%
IBOK
1368
Independence Bank of Kentucky
Kentucky
$283K +$52K +590 +24%
EL
1369
EMFO LLC
Florida
$282K
SOAMC
1370
Spirit of America Management Corp
New York
$282K
PWM
1371
Proathlete Wealth Management
Florida
$282K +$1.67K +19 +0.6%
KP
1372
Keel Point
Alabama
$281K +$56.5K +642 +27%
PEA
1373
Park Edge Advisors
Ohio
$279K +$1.94K +22 +0.7%
V
1374
ViaWealth
Kansas
$279K -$35.4K -402 -12%
BFC
1375
Blue Fin Capital
Rhode Island
$279K