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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1101
Pinnacle Wealth Advisors
Tennessee
$416K +$389K +4,537 New
KFS
1102
Kelly Financial Services
Massachusetts
$415K +$3.23M +37,631 +9,068%
WA
1103
WESPAC Advisors
California
$413K -$322K -3,760 -46%
STA
1104
Summit Trail Advisors
New York
$410K – – –
IIM
1105
Ipswich Investment Management
Massachusetts
$406K – – –
MFG
1106
MidWestOne Financial Group
Iowa
$405K – – –
APP
1107
Avantax Planning Partners
Iowa
$405K +$97.1K +1,132 +34%
AA
1108
AlphaCentric Advisors
Puerto Rico
$405K +$189K +2,203 +100%
AWS
1109
AJ Wealth Strategies
New York
$403K – – –
EHWM
1110
Eads & Heald Wealth Management
Georgia
$400K -$857 -10 -0.2%
TBA
1111
Tower Bridge Advisors
Pennsylvania
$398K +$3.43K +40 +0.9%
BOM
1112
Bank of Marin
California
$398K – – –
AWAP
1113
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$397K – – –
WP
1114
WealthSource Partners
California
$395K -$33.4K -389 -8%
CI
1115
CX Institutional
Indiana
$395K +$28.8K +336 +8%
SB
1116
Sunflower Bank
Texas
$394K +$8.75K +102 +2%
SOW
1117
State of Wyoming
Wyoming
$394K +$37.1K +433 +11%
WCM
1118
Weld Capital Management
New York
$393K -$824K -9,604 -69%
HSA
1119
HBK Sorce Advisory
Pennsylvania
$393K +$93K +1,085 +34%
PWS
1120
Precision Wealth Strategies
Missouri
$393K +$368K +4,287 New
MFW
1121
Meristem Family Wealth
Minnesota
$392K +$63K +735 +21%
IWP
1122
Icon Wealth Partners
Texas
$390K -$60.1K -701 -14%
ACM
1123
Allred Capital Management
Texas
$388K -$3.17K -37 -0.9%
IFG
1124
Independent Financial Group
California
$387K +$125K +1,460 +53%
RIM
1125
Reliant Investment Management
Tennessee
$385K +$92.6K +1,080 +35%
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