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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1601
Balboa Wealth Partners
Arizona
$565K +$9.84K +59 +2%
SWG
1602
Summit Wealth Group
Vermont
$562K +$30K +180 +6%
AA
1603
Argent Advisors
Louisiana
$562K
EIP
1604
Easterly Investment Partners
Massachusetts
$559K
NGA
1605
Naples Global Advisors
Florida
$559K
TCM
1606
Tributary Capital Management
Nebraska
$557K -$152K -910 -22%
JMA
1607
J.M. Arbour
Maine
$557K +$524K +3,140 New
HGA
1608
Hobbs Group Advisors
South Carolina
$555K +$1K +6 +0.2%
AA
1609
Auxano Advisors
Washington
$555K +$41.9K +251 +9%
PCM
1610
Polymer Capital Management
New York
$555K +$522K +3,127 New
SIM
1611
Sentry Investment Management
Wisconsin
$553K
MAM
1612
McLean Asset Management
Virginia
$553K +$834 +5 +0.2%
GC
1613
Guilbault Capital
Louisiana
$552K +$519K +3,110 New
CP
1614
Castleview Partners
Texas
$552K +$71.1K +426 +16%
Hotchkis & Wiley Capital Management
1615
Hotchkis & Wiley Capital Management
California
$550K
APP
1616
Avantax Planning Partners
Iowa
$550K +$3.17K +19 +0.6%
EA
1617
Everpar Advisors
Oklahoma
$550K +$30.7K +184 +6%
OF
1618
Optimize Financial
California
$548K +$7.34K +44 +1%
V
1619
ViaWealth
Kansas
$546K -$34.9K -209 -6%
FFN
1620
Focus Financial Network
Minnesota
$545K +$7.84K +47 +2%
MWM
1621
Modern Wealth Management
Kansas
$545K +$91.7K +550 +22%
FC
1622
Fulcrum Capital
Washington
$544K
RFP
1623
Root Financial Partners
California
$543K +$47.2K +283 +10%
TA
1624
Tactive Advisors
Florida
$541K +$11.7K +70 +2%
SFG
1625
Southern Financial Group
Alabama
$541K +$509K +3,049 New