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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AMC
801
Asset Management Corp
Illinois
$326K +$882 +21 +0.3%
SFA
802
Sequoia Financial Advisors
Ohio
$322K +$8.95K +213 +3%
KPCM
803
Kings Point Capital Management
New York
$319K – – –
CBOR
804
Community Bank of Raymore
Missouri
$316K – – –
PCG
805
Private Capital Group
Connecticut
$316K +$18.1K +432 +7%
SFS
806
Strategic Financial Services
New York
$315K – – –
RIA
807
Regal Investment Advisors
Michigan
$315K +$274K +6,520 New
LDB
808
Lee, Danner & Bass
Tennessee
$313K – – –
SWA
809
Stratos Wealth Advisors
Ohio
$310K -$26.9K -640 -9%
BB
810
Bell Bank
North Dakota
$310K -$7.98K -190 -3%
ASN
811
Advisory Services Network
Georgia
$309K -$18.6K -442 -6%
SSG
812
Summit Securities Group
New York
$309K +$269K +6,401 New
AWE
813
Avidian Wealth Enterprises
Texas
$305K +$10.8K +257 +4%
VFA
814
Valeo Financial Advisors
Indiana
$304K +$93.5K +2,226 +55%
LSAG
815
Lake Street Advisors Group
New Hampshire
$301K -$10.8K -258 -4%
BC
816
Bartlett & Co
Ohio
$300K -$18.5K -440 -7%
BCWM
817
Bartlett & Co Wealth Management
Ohio
$300K -$18.5K -440 -7%
VWA
818
V Wealth Advisors
Kansas
$299K +$260K +6,183 New
OWA
819
One Wealth Advisors
California
$299K +$260K +6,185 New
I2I
820
Insight 2811 Inc
Illinois
$298K -$42K -1,000 -14%
WP
821
WealthSource Partners
California
$298K -$22.5K -536 -8%
NPF
822
Norris Perne & French
Michigan
$298K +$2.1K +50 +0.8%
BMM
823
Buffington Mohr McNeal
Idaho
$297K – – –
BONST
824
Bank of Nova Scotia Trust
Ontario, Canada
$294K -$2.73K -65 -1%
CH
825
Canton Hathaway
Rhode Island
$290K – – –
31 32
33
34 35