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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1601
Carroll Financial Associates
North Carolina
$54K -$4.48K -45 -8%
OAJ
1602
Ogorek Anthony Joseph
New York
$51K – – –
SFA
1603
Semmax Financial Advisors
North Carolina
$51K – – –
AAP
1604
Arax Advisory Partners
Colorado
$51K +$5.08K +51 +11%
MW
1605
Milestone Wealth
New York
$51K +$51.5K +517 New
RAM
1606
Riggs Asset Management
Pennsylvania
$50K – – –
CCA
1607
Column Capital Advisors
Indiana
$49K -$1.1K -11 -2%
BWA
1608
BDO Wealth Advisors
Florida
$49K +$4.28K +43 +9%
HS
1609
Horan Securities
United States
$49K +$49.8K +500 New
SC
1610
Solstein Capital
California
$44K – – –
MSFP
1611
Mark Sheptoff Financial Planning
Connecticut
$40K +$1.2K +12 +3%
AA
1612
AlphaMark Advisors
Kentucky
$39K – – –
ARMC
1613
American Research & Management Company
Massachusetts
$39K – – –
TCWM
1614
Total Clarity Wealth Management
Illinois
$39K – – –
BAM
1615
Baldrige Asset Management
Pennsylvania
$38K – – –
ETC
1616
Exchange Traded Concepts
Oklahoma
$38K – – –
FBT
1617
First Bank & Trust
South Dakota
$38K – – –
KFS
1618
Kelly Financial Services
Massachusetts
$37.4K +$100 +1 +0.3%
LFG
1619
Larson Financial Group
Missouri
$37K -$28.3K -284 -43%
GM
1620
GeoWealth Management
Illinois
$37K +$10.3K +103 +37%
C
1621
Covestor
United Kingdom
$37K +$37.4K +375 New
BA
1622
Bellwether Advisors
Nebraska
$37K +$38.1K +382 New
HIM
1623
Hillsdale Investment Management
Ontario, Canada
$35K – – –
TFS
1624
TrustCore Financial Services
Tennessee
$33K – – –
JMF
1625
Johnson Midwest Financial
Iowa
$32K – – –