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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1801
USA Financial Formulas
Michigan
$495K +$469K +2,367 New
XPN
1802
XY Planning Network
Montana
$493K +$58.8K +297 +14%
BFA
1803
Bragg Financial Advisors
North Carolina
$492K -$12.9K -65 -3%
EAN
1804
Excelsior Advisor Network
Colorado
$491K +$465K +2,350 New
SIA
1805
Sovereign Investment Advisors
Arizona
$491K +$465K +2,350 New
JCM
1806
Jacobsen Capital Management
Utah
$490K -$6.14K -31 -1%
AWA
1807
A4 Wealth Advisors
North Carolina
$489K -$51.5K -260 -10%
LA
1808
Latitude Advisors
Florida
$488K +$462K +2,334 New
HWMG
1809
Hurlow Wealth Management Group
Indiana
$488K +$792 +4 +0.2%
HCM
1810
Hall Capital Management
Rhode Island
$486K
AI
1811
Accredited Investors
Minnesota
$486K -$145K -732 -24%
GSIS
1812
Global Strategic Investment Solutions
Arizona
$485K +$5.35K +27 +1%
WG
1813
Welch Group
Alabama
$485K
ABC
1814
Associated Banc-Corp
Wisconsin
$485K -$22.6K -114 -5%
MGIA
1815
Matthew Goff Investment Advisor
Texas
$484K
KFS
1816
Kaizen Financial Strategies
California
$483K -$1.98K -10 -0.4%
Jennison Associates
1817
Jennison Associates
New York
$482K +$456K +2,305 New
AW
1818
Alteri Wealth
California
$481K -$4.75K -24 -1%
BWM
1819
BAM Wealth Management
Colorado
$480K +$100K +506 +28%
WDG
1820
Wealth Dimensions Group
Ohio
$480K +$8.71K +44 +2%
SPWM
1821
Spartan Planning & Wealth Management
North Carolina
$480K +$184K +927 +68%
SWGC
1822
Summit Wealth Group (Colorado)
Colorado
$480K +$153K +775 +51%
M1FG
1823
Mach-1 Financial Group
Arkansas
$479K -$1.3M -6,541 -74%
HDA
1824
Harold Davidson & Associates
California
$479K
MHWM
1825
Montz Harcus Wealth Management
Louisiana
$477K +$4.55K +23 +1%