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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AP
1751
Atwood & Palmer
Missouri
$8K – – –
CAM
1752
Chesapeake Asset Management
New York
$7.82K – – –
BHWM
1753
Beaird Harris Wealth Management
Texas
$7.72K +$5.72K +65 +382%
MAM
1754
MMA Asset Management
Pennsylvania
$7.63K +$7.13K +81 New
CPG
1755
Cornerstone Planning Group
New Jersey
$7.49K -$1.76K -20 -20%
IGWM
1756
ICA Group Wealth Management
Colorado
$7.06K – – –
CMP
1757
Coston McIsaac & Partners
Maine
$7K – – –
FCT
1758
First Community Trust
Iowa
$6.87K – – –
CCMI
1759
Creative Capital Management Investments
California
$6.78K – – –
DPW
1760
DiNuzzo Private Wealth
Pennsylvania
$6.69K +$440 +5 +8%
SIC
1761
SJS Investment Consulting
Ohio
$6.59K -$26.3K -299 -81%
AIM
1762
Arcadia Investment Management
Michigan
$6.59K – – –
FSWA
1763
Financial Synergies Wealth Advisors
Texas
$6.59K +$616 +7 +11%
ME
1764
McIlrath & Eck
Washington
$6.59K – – –
SHIM
1765
Stone House Investment Management
Pennsylvania
$6.59K – – –
AFWM
1766
Abich Financial Wealth Management
Virginia
$5.37K +$5.02K +57 New
YAL
1767
Your Advocates Ltd
Texas
$5.27K – – –
HWM
1768
HighMark Wealth Management
Minnesota
$4.99K +$4.67K +53 New
EWM
1769
Evermay Wealth Management
Virginia
$4.9K -$31.8K -361 -87%
VWA
1770
Valued Wealth Advisors
Utah
$4.53K -$6.25K -71 -60%
BCM
1771
Blume Capital Management
California
$4.43K – – –
WCM
1772
Westend Capital Management
California
$4.43K +$4.14K +47 New
MSWM
1773
Mowery & Schoenfeld Wealth Management
Illinois
$3.77K -$3.52K -40 -50%
CSWM
1774
Cassady Schiller Wealth Management
Ohio
$3.58K – – –
FPF
1775
First Pacific Financial
Washington
$3.3K +$3.08K +35 New