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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1101
Carmichael Hill & Associates
Maryland
$7K – – –
LFG
1102
LifePlan Financial Group
Ohio
$7K – – –
TCM
1103
Tradewinds Capital Management
Washington
$7K – – –
HCA
1104
Horan Capital Advisors
Ohio
$7K +$6.95K +138 New
JSC
1105
Jackson Square Capital
California
$6K -$2.92K -58 -32%
IF
1106
Ironwood Financial
Arizona
$6K – – –
RCA
1107
Ranch Capital Advisors
Florida
$6K – – –
SWM
1108
Sugarloaf Wealth Management
Georgia
$6K – – –
VRM
1109
Vectors Research Management
New York
$6K – – –
LF
1110
Lee Financial
Texas
$6K +$3.43K +68 +108%
KFS
1111
Kelly Financial Services
Massachusetts
$5.45K +$605 +12 +12%
FMTCOCP
1112
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K -$28.9K -573 -85%
MFT
1113
Moisand Fitzgerald Tamayo
Florida
$5K -$4.18K -83 -45%
NC
1114
NewSquare Capital
Pennsylvania
$5K -$1.51K -30 -22%
GCM
1115
Gables Capital Management
Florida
$5K – – –
LWANC
1116
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
LWA
1117
Lowe Wealth Advisors
Maryland
$5K – – –
ST
1118
Sageworth Trust
Pennsylvania
$5K – – –
WLPWM
1119
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
WCG
1120
Weaver Consulting Group
California
$5K – – –
JCM
1121
Jacobi Capital Management
Pennsylvania
$5K +$50 +1 +1%
LWM
1122
Liberty Wealth Management
California
$5K +$50 +1 +1%
AWM
1123
Adams Wealth Management
Utah
$5K +$4.94K +98 New
BWM
1124
BNC Wealth Management
Oregon
$4K +$4.28K +85 New
PWM
1125
Provident Wealth Management
Tennessee
$4K +$4.43K +88 New
43 44
45
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