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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1051
Ellevest Inc
New York
$556K +$81.9K +849 +15%
IGWM
1052
ICA Group Wealth Management
Colorado
$555K +$631K +6,542 New
WBG
1053
Wharton Business Group
Pennsylvania
$553K -$27.5K -285 -4%
BW
1054
Bison Wealth
Georgia
$548K +$130K +1,351 +27%
CWM
1055
Chicago Wealth Management
Illinois
$546K – – –
UAML
1056
US Asset Management LLC
Pennsylvania
$545K – – –
CWP
1057
Concord Wealth Partners
Virginia
$545K +$61.2K +634 +11%
EWA
1058
EP Wealth Advisors
California
$543K -$80.4K -833 -12%
LIG
1059
Lokken Investment Group
Delaware
$536K -$53.6K -556 -8%
C
1060
Certuity
Florida
$535K +$93.4K +968 +19%
DLHL
1061
Donald L. Hagan LLC
Florida
$531K +$23.1K +239 +4%
DIP
1062
DT Investment Partners
Pennsylvania
$531K +$249K +2,584 +74%
AP
1063
Americana Partners
Texas
$525K +$336K +3,485 +137%
CF
1064
Cantor Fitzgerald
New York
$524K +$579K +6,000 New
SIG
1065
Stonegate Investment Group
Alabama
$523K -$26.3K -273 -4%
UIA
1066
Ulland Investment Advisors
Minnesota
$522K -$280K -2,900 -33%
SCA
1067
Sippican Capital Advisors
Massachusetts
$522K -$30.1K -312 -5%
TC
1068
Trilogy Capital
California
$521K -$135K -1,398 -19%
CFMC
1069
Curbstone Financial Management Corp
New Hampshire
$521K -$4.82K -50 -0.8%
VFPI
1070
Vantage Financial Partners (Illinois)
Illinois
$520K +$121K +1,250 +27%
PCA
1071
Personal Capital Advisors
California
$520K -$36.1K -374 -6%
HSA
1072
HBK Sorce Advisory
Pennsylvania
$519K -$39.6K -410 -6%
RCA
1073
Ranch Capital Advisors
Florida
$518K +$31K +321 +6%
MRCM
1074
M&R Capital Management
New Jersey
$517K +$104K +1,075 +22%
MAG
1075
MRA Advisory Group
New Jersey
$516K +$29.7K +308 +6%
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43
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