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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WG
1826
Welch Group
Alabama
$485K – – –
ABC
1827
Associated Banc-Corp
Wisconsin
$485K -$22.6K -114 -5%
MGIA
1828
Matthew Goff Investment Advisor
Texas
$484K – – –
KFS
1829
Kaizen Financial Strategies
California
$483K -$1.98K -10 -0.4%
Jennison Associates
1830
Jennison Associates
New York
$482K +$456K +2,305 New
AW
1831
Alteri Wealth
California
$481K -$4.75K -24 -1%
BWM
1832
BAM Wealth Management
Colorado
$480K +$100K +506 +28%
WDG
1833
Wealth Dimensions Group
Ohio
$480K +$8.71K +44 +2%
SPWM
1834
Spartan Planning & Wealth Management
North Carolina
$480K +$184K +927 +68%
SWGC
1835
Summit Wealth Group (Colorado)
Colorado
$480K +$153K +775 +51%
M1FG
1836
Mach-1 Financial Group
Arkansas
$479K -$1.3M -6,541 -74%
HDA
1837
Harold Davidson & Associates
California
$479K – – –
MHWM
1838
Montz Harcus Wealth Management
Louisiana
$477K +$4.55K +23 +1%
IAS
1839
IMA Advisory Services
Colorado
$477K +$362K +1,830 +406%
BWM
1840
Bulltick Wealth Management
Florida
$477K – – –
ONST
1841
Old North State Trust
North Carolina
$475K – – –
GA
1842
Goldstein Advisors
Wisconsin
$474K +$138K +696 +44%
JWM
1843
Jackson Wealth Management
Florida
$471K +$446K +2,253 New
OAM
1844
Ostrum Asset Management
France
$471K -$272K -1,375 -38%
NSAM
1845
North Star Asset Management
Wisconsin
$469K – – –
CFA
1846
CWS Financial Advisors
Michigan
$468K +$594 +3 +0.1%
VFA
1847
Voya Financial Advisors
Connecticut
$467K -$126K -636 -22%
WP
1848
Westmount Partners
California
$466K +$96.4K +487 +28%
QFP
1849
Quantum Financial Partners
Kansas
$465K +$441K +2,225 New
BOM
1850
Bank of Marin
California
$465K -$63.4K -320 -13%