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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2501
Salomon & Ludwin
Virginia
$129K -$396 -2 -0.3%
RP
2502
Rowlandmiller & Partners
Georgia
$128K – – –
UFPG
2503
United Financial Planning Group
New York
$128K – – –
BL
2504
BFSG LLC
California
$124K – – –
ISWM
2505
Intesa Sanpaolo Wealth Management
$124K -$3.76K -19 -3%
AFC
2506
Ares Financial Consulting
California
$124K +$47.1K +238 +67%
HCM
2507
Horrell Capital Management
Arkansas
$122K – – –
FCAS
2508
First Command Advisory Services
Texas
$121K +$45.7K +231 +66%
MIA
2509
MeadowBrook Investment Advisors
Michigan
$120K – – –
FFC
2510
First Financial Corp
Indiana
$116K – – –
HPWM
2511
High Point Wealth Management
New Jersey
$113K -$39K -197 -27%
GA
2512
GoalVest Advisory
New York
$112K +$22.2K +112 +26%
DWA
2513
Delos Wealth Advisors
Texas
$108K – – –
OWP
2514
ORG Wealth Partners
Texas
$107K – – –
HIMS
2515
Hager Investment Management Services
New Hampshire
$105K -$19K -96 -16%
NA
2516
Networth Advisors
Pennsylvania
$105K -$8.91K -45 -8%
CC
2517
Corsicana & Co
Texas
$105K – – –
USB
2518
Union Savings Bank
Connecticut
$104K – – –
BGC
2519
Beutel, Goodman & Co
Ontario, Canada
$104K – – –
DWM
2520
Dogwood Wealth Management
Kansas
$104K +$15.1K +76 +18%
MFT
2521
Moisand Fitzgerald Tamayo
Florida
$103K +$22.6K +114 +30%
GCM
2522
Gables Capital Management
Florida
$99.9K +$74.3K +375 +364%
AAG
2523
Accordant Advisory Group
Maryland
$98.2K – – –
SIC
2524
SJS Investment Consulting
Ohio
$98K +$29.3K +148 +46%
TCM
2525
Tradewinds Capital Management
Washington
$98K -$9.11K -46 -9%
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