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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1051
LS Investment Advisors
Michigan
$540K – – –
RIA
1052
Regal Investment Advisors
Michigan
$536K – – –
MWM
1053
Maltin Wealth Management
New Jersey
$536K +$3.07K +31 +0.6%
GVAG
1054
Great Valley Advisor Group
Delaware
$534K -$38.6K -390 -7%
NHC
1055
Nicholas Hoffman & Company
Georgia
$534K +$99 +1 +0%
TAIM
1056
TD Ameritrade Investment Management
Nebraska
$532K +$221K +2,230 +25%
PCS
1057
Personal CFO Solutions
New Jersey
$526K -$89.5K -903 -14%
MFW
1058
Mosaic Family Wealth
Missouri
$525K +$535K +5,400 New
SCI
1059
Stableford Capital II
Arizona
$522K +$512K +5,168 New
RPC
1060
Rossmore Private Capital
Connecticut
$517K – – –
CIC
1061
Crawford Investment Counsel
Georgia
$514K -$5.55K -56 -1%
MYIA
1062
Mount Yale Investment Advisors
Colorado
$514K +$70.8K +715 +16%
SAS
1063
Stelac Advisory Services
New York
$513K +$158K +1,598 +44%
HPWM
1064
Highland Private Wealth Management
Washington
$511K -$76.5K -772 -13%
HPC
1065
HM Payson & Co
Maine
$511K +$35.2K +355 +7%
FFG
1066
Frisch Financial Group
New York
$506K -$1.98K -20 -0.4%
SCP
1067
Syntal Capital Partners
Texas
$505K -$1.47M -14,825 -74%
PBO
1068
Peoples Bank (Ohio)
Ohio
$505K -$35.2K -355 -6%
SYBT
1069
Stock Yards Bank & Trust
Kentucky
$505K -$10.2K -103 -2%
I2I
1070
Insight 2811 Inc
Illinois
$503K -$46.6K -470 -8%
EI
1071
Ellevest Inc
New York
$503K +$29.5K +298 +6%
NIM
1072
NuWave Investment Management
New Jersey
$503K +$512K +5,168 New
DIA
1073
Davidson Investment Advisors
Montana
$502K -$125K -1,260 -20%
JSC
1074
Jackson Square Capital
California
$501K – – –
VWA
1075
V Wealth Advisors
Kansas
$499K -$110K -1,109 -18%
41 42
43
44 45