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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1001
TRUE Private Wealth Advisors
Oregon
$1.07M +$133K +1,032 +13%
IA
1002
IFP Advisors
Florida
$1.07M +$189K +1,470 +19%
PWG
1003
Portside Wealth Group
Utah
$1.07M +$77.3K +600 +7%
HCM
1004
Howard Capital Management
Georgia
$1.07M -$141K -1,091 -11%
TSWM
1005
Triangle Securities Wealth Management
North Carolina
$1.06M -$44.2K -343 -4%
NCM
1006
NCM Capital Management
New Jersey
$1.06M -$64.4K -500 -5%
SG
1007
Sienna Gestion
France
$1.06M – – –
VV
1008
Verity & Verity
South Carolina
$1.06M -$105K -816 -8%
RPCONE
1009
Retirement Planning Company of New England
Rhode Island
$1.05M +$1.42K +11 +0.1%
FCFC
1010
First Citizens Financial Corp
Iowa
$1.05M +$3.22K +25 +0.3%
PCA
1011
Prosperity Capital Advisors
Ohio
$1.05M +$123K +953 +12%
MWM
1012
Modera Wealth Management
New Jersey
$1.05M -$103K -800 -8%
LA
1013
LVW Advisors
New York
$1.05M -$255K -1,976 -18%
TCB
1014
Texas Capital Bancshares
Texas
$1.05M -$31.4K -244 -3%
NP
1015
Nilsine Partners
Colorado
$1.05M -$17.5K -136 -1%
AWM
1016
Avior Wealth Management
Nebraska
$1.04M +$16.9K +131 +1%
AWA
1017
Aaron Wealth Advisors
Illinois
$1.04M +$18.8K +146 +2%
PCM
1018
Pennsylvania Capital Management
Pennsylvania
$1.03M +$6.31K +49 +0.6%
BF
1019
bLong Financial
Tennessee
$1.03M -$1.55K -12 -0.1%
PW
1020
Paladin Wealth
Minnesota
$1.03M +$99.9K +775 +10%
MGIA
1021
Moneta Group Investment Advisors
Missouri
$1.03M +$263K +2,041 +30%
BMM
1022
Buffington Mohr McNeal
Idaho
$1.02M -$345K -2,675 -23%
SSWM
1023
Strait & Sound Wealth Management
California
$1.02M +$379K +2,945 +51%
BFIM
1024
Beese Fulmer Investment Management
Ohio
$1.02M -$124K -965 -10%
SF
1025
Symphony Financial
Texas
$1.02M +$1.8K +14 +0.1%
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