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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2476
Acima Private Wealth
Virginia
$4.28K – – –
FCG
2477
Financial Connections Group
California
$4K – – –
PP
2478
PFS Partners
New Jersey
$3.79K – – –
HIA
2479
HFM Investment Advisors
New Jersey
$3.29K – – –
GWSA
2480
Global Wealth Strategies & Associates
Colorado
$3.2K -$7.1K -41 -68%
LFA
2481
Longview Financial Advisors
Alabama
$3.15K +$3.29K +19 New
CMP
2482
Coston McIsaac & Partners
Maine
$3K – – –
IW
2483
Imprint Wealth
South Carolina
$2.63K -$13.7K -79 -83%
TBFA
2484
Three Bearings Fiduciary Advisors
New Hampshire
$2.47K – – –
FGAM
2485
Financial Gravity Asset Management
Texas
$2.47K +$2.6K +15 New
CYG
2486
Clean Yield Group
Vermont
$2.3K – – –
PIS
2487
POM Investment Strategies
North Carolina
$2.14K -$519 -3 -19%
DF
2488
DecisionPoint Financial
Arizona
$1.98K – – –
KCM
2489
Key Capital Management
Tennessee
$1.98K +$173 +1 +9%
VR
2490
Vision Retirement
New Jersey
$1.98K +$2.08K +12 New
CCC
2491
Chelsea Counsel Company
California
$1.65K – – –
MSWM
2492
Mowery & Schoenfeld Wealth Management
Illinois
$1.49K -$28.9K -167 -95%
JFA
2493
JNBA Financial Advisors
Minnesota
$1.32K – – –
P
2494
Palladiem
Pennsylvania
$1.24K – – –
PJC
2495
Phillip James Consulting
Minnesota
$1K -$14.2K -82 -91%
NL
2496
NorthAvenue LLC
Ohio
$988 – – –
IPS
2497
Investors Portfolio Services
Washington
$970 -$16.4K -95 -95%
APW
2498
Atlantic Private Wealth
North Carolina
$823 – – –
LWMI
2499
Legacy Wealth Management (Idaho)
Idaho
$659 – – –
3FI
2500
3 Factor Indexing
California
$659 +$693 +4 New
98 99
100
101 102