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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1351
Wallace Advisory Group
California
$291K +$15.8K +179 +6%
TWM
1352
Trueblood Wealth Management
Ohio
$290K – – –
NCTC
1353
New Covenant Trust Company
Indiana
$290K +$271K +3,079 New
CBFP
1354
Cedar Brook Financial Partners
Ohio
$290K -$36.3K -412 -12%
HAS
1355
HBW Advisory Services
California
$289K – – –
MF
1356
Manchester Financial
California
$288K +$4.14K +47 +2%
BFC
1357
Bedel Financial Consulting
Indiana
$287K -$28.4K -322 -10%
LIG
1358
Lokken Investment Group
Delaware
$287K -$5.11K -58 -2%
RWP
1359
RWA Wealth Partners
Massachusetts
$287K -$32.6K -370 -11%
OIA
1360
Optimum Investment Advisors
Illinois
$287K +$154K +1,750 +135%
Jones Financial Companies
1361
Jones Financial Companies
Missouri
$287K +$79.1K +898 +42%
DFG
1362
Delta Financial Group
New Jersey
$287K -$17.6K -200 -6%
SFS
1363
Stiles Financial Services
Minnesota
$287K +$2.47K +28 +0.9%
ABC
1364
Associated Banc-Corp
Wisconsin
$286K +$5.72K +65 +2%
WA
1365
Waddell & Associates
Tennessee
$286K +$1.23K +14 +0.5%
ZF
1366
Zhang Financial
Michigan
$285K +$440 +5 +0.2%
ORC
1367
O'Rourke & Company
Massachusetts
$285K +$1.23K +14 +0.5%
CG
1368
Cutler Group
California
$285K +$267K +3,029 New
WA1
1369
Wimmer Associates 1
California
$285K -$6.61K -75 -2%
OCM
1370
Objective Capital Management
Ohio
$284K +$3.08K +35 +1%
FOA
1371
Five Oceans Advisors
California
$284K -$793 -9 -0.3%
IBOK
1372
Independence Bank of Kentucky
Kentucky
$283K +$52K +590 +24%
EL
1373
EMFO LLC
Florida
$282K – – –
SOAMC
1374
Spirit of America Management Corp
New York
$282K – – –
PWM
1375
Proathlete Wealth Management
Florida
$282K +$1.67K +19 +0.6%