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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2601
Essential Partners
California
$36K +$5.74K +29 +20%
WIM
2602
Westside Investment Management
California
$35.7K – – –
HFG
2603
Harborfront Financial Group
Michigan
$35.4K +$33.5K +169 New
EF
2604
Entrust Financial
Pennsylvania
$34.9K -$3.17K -16 -9%
BHWM
2605
Bay Harbor Wealth Management
Maryland
$34.1K +$10.7K +54 +50%
BF
2606
Brooklyn FI
New York
$33.9K +$30.7K +155 New
FC
2607
Financial Consulate
Maryland
$33.9K +$16.8K +85 +110%
MNA
2608
Manning & Napier Advisors
New York
$33.5K +$792 +4 +3%
LWM
2609
Lodestone Wealth Management
Washington
$33.2K – – –
AWM
2610
Abound Wealth Management
Tennessee
$33.2K -$23.2K -117 -42%
PWMG
2611
Private Wealth Management Group
New Jersey
$33K – – –
FPB
2612
First PREMIER Bank
South Dakota
$33K – – –
WA
2613
Whipplewood Advisors
Colorado
$32.6K -$67.7K -342 -69%
OW
2614
Olistico Wealth
Oklahoma
$32.2K – – –
PUI
2615
Purpose Unlimited Inc
$32K -$4.36K -22 -13%
CFSG
2616
Community Financial Services Group
Vermont
$32K +$22.4K +113 +297%
HFM
2617
Hartford Financial Management
Connecticut
$30.5K -$19.2K -97 -40%
WAS
2618
Winch Advisory Services
Wisconsin
$30.5K +$28.9K +146 New
RWM
2619
Raffa Wealth Management
District of Columbia
$29.9K -$594 -3 -2%
AP
2620
Aspect Partners
Virginia
$28.8K – – –
HFS
2621
Hughes Financial Services
Virginia
$28.6K +$9.7K +49 +56%
CCMI
2622
Creative Capital Management Investments
California
$28.4K +$12.7K +64 +89%
FA
2623
Fedenia Advisers
Wisconsin
$28.4K +$26.9K +136 New
VWA
2624
Valued Wealth Advisors
Utah
$28.2K +$7.72K +39 +41%
FDW
2625
Fourth Dimension Wealth
Ohio
$28K +$6.73K +34 +34%
103 104
105
106 107