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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
1501
First Affirmative Financial Network
Colorado
$251K -$43K -427 -15%
AO
1502
Advisor OS
Illinois
$250K +$12.4K +123 +5%
HWM
1503
Horizon Wealth Management
Illinois
$250K +$302 +3 +0.1%
DWG
1504
Darden Wealth Group
Michigan
$250K
FCM
1505
Firestone Capital Management
Florida
$250K +$302 +3 +0.1%
WI
1506
Wintrust Investments
Illinois
$249K -$2.66M -26,407 -91%
KMWM
1507
Keudell/Morrison Wealth Management
Oregon
$249K +$240K +2,385 New
CBT
1508
Central Bank & Trust
Kentucky
$248K
GWM
1509
Gitterman Wealth Management
New Jersey
$247K
KF
1510
KKM Financial
Illinois
$244K
CT
1511
Chicago Trust
Illinois
$244K -$4.43K -44 -2%
VanEck Associates
1512
VanEck Associates
New York
$244K +$208K +2,066 New
AA
1513
Argent Advisors
Louisiana
$244K
KCM
1514
Kathmere Capital Management
Pennsylvania
$243K +$235K +2,332 New
DMBA
1515
Deseret Mutual Benefit Administrators
Utah
$243K +$7.65K +76 +3%
UCB
1516
United Community Bank
South Carolina
$242K -$1.01K -10 -0.4%
MAG
1517
Mayfair Advisory Group
Alabama
$242K
SIA
1518
Soltis Investment Advisors
Utah
$242K +$233K +2,318 New
PWA
1519
Primoris Wealth Advisors
Florida
$240K
PWA
1520
Prairie Wealth Advisors
Nebraska
$240K -$32.4K -322 -12%
WJA
1521
Willis Johnson & Associates
Texas
$240K +$232K +2,299 New
MFG
1522
Mosaic Financial Group
Illinois
$239K -$20.1K -200 -8%
SAM
1523
Shell Asset Management
Netherlands
$239K +$231K +2,297 New
PP
1524
Pegasus Partners
Wisconsin
$239K
HWM
1525
Hemington Wealth Management
Virginia
$237K -$5.14K -51 -2%