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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1101
NVWM LLC
Pennsylvania
$8K – – –
MLFP
1102
MPS Loria Financial Planners
Illinois
$8K +$50 +1 +0.6%
AAP
1103
Arax Advisory Partners
Colorado
$7K – – –
CHA
1104
Carmichael Hill & Associates
Maryland
$7K – – –
LFG
1105
LifePlan Financial Group
Ohio
$7K – – –
TCM
1106
Tradewinds Capital Management
Washington
$7K – – –
HCA
1107
Horan Capital Advisors
Ohio
$7K +$6.95K +138 New
JSC
1108
Jackson Square Capital
California
$6K -$2.92K -58 -32%
IF
1109
Ironwood Financial
Arizona
$6K – – –
RCA
1110
Ranch Capital Advisors
Florida
$6K – – –
SWM
1111
Sugarloaf Wealth Management
Georgia
$6K – – –
VRM
1112
Vectors Research Management
New York
$6K – – –
LF
1113
Lee Financial
Texas
$6K +$3.43K +68 +108%
KFS
1114
Kelly Financial Services
Massachusetts
$5.45K +$605 +12 +12%
FMTCOCP
1115
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K -$28.9K -573 -85%
MFT
1116
Moisand Fitzgerald Tamayo
Florida
$5K -$4.18K -83 -45%
NC
1117
NewSquare Capital
Pennsylvania
$5K -$1.51K -30 -22%
GCM
1118
Gables Capital Management
Florida
$5K – – –
LWANC
1119
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
LWA
1120
Lowe Wealth Advisors
Maryland
$5K – – –
ST
1121
Sageworth Trust
Pennsylvania
$5K – – –
WLPWM
1122
Walled Lake Planning & Wealth Management
Illinois
$5K – – –
WCG
1123
Weaver Consulting Group
California
$5K – – –
JCM
1124
Jacobi Capital Management
Pennsylvania
$5K +$50 +1 +1%
LWM
1125
Liberty Wealth Management
California
$5K +$50 +1 +1%
43 44
45
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