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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1126
Independent Solutions Wealth Management
New York
$382K +$86.2K +1,005 +32%
MSFS
1127
Main Street Financial Solutions
Pennsylvania
$381K -$8.49K -99 -2%
FFG
1128
Fortem Financial Group
California
$381K +$132K +1,540 +59%
PWPS
1129
Pinnacle Wealth Planning Services
Ohio
$379K -$86 -1 -0%
FFBTD
1130
First Financial Bank - Trust Division
Ohio
$378K -$115K -1,341 -25%
IWA
1131
Intercontinental Wealth Advisors
Texas
$378K +$1.8K +21 +0.5%
PIM
1132
Perpetual Investment Management
Australia
$376K -$120K -1,400 -25%
CWM
1133
Curi Wealth Management
North Carolina
$376K +$257 +3 +0.1%
PVH
1134
Psagot Value Holdings
Israel
$375K -$38.6K -450 -10%
PMG
1135
ProVise Management Group
Florida
$375K -$7.03K -82 -2%
CCM
1136
Carlson Capital Management
Minnesota
$372K – – –
I
1137
INVST
Indiana
$372K +$81.4K +949 +30%
SMA
1138
Sage Mountain Advisors
Georgia
$372K +$348K +4,054 New
KTC
1139
Kistler-Tiffany Companies
Pennsylvania
$371K +$44.2K +515 +15%
ATC
1140
Adirondack Trust Company
New York
$370K +$42.9K +500 +14%
DWM
1141
Destination Wealth Management
California
$369K -$17.1K -200 -5%
WW
1142
Westshore Wealth
California
$369K – – –
MAG
1143
MRA Advisory Group
New Jersey
$369K +$345K +4,022 New
CWA
1144
Canvas Wealth Advisors
Kansas
$368K +$56.9K +663 +20%
GIA
1145
GHP Investment Advisors
Colorado
$367K – – –
WCA
1146
Westover Capital Advisors
Delaware
$367K – – –
LCS
1147
Levin Capital Strategies
New York
$367K +$343K +4,000 New
AWM
1148
Apollon Wealth Management
South Carolina
$366K -$38K -443 -10%
SWMG
1149
Strategic Wealth Management Group
Maryland
$365K -$59.7K -696 -15%
RMDI
1150
R.M. Davis Inc
Maine
$364K -$2.4K -28 -0.7%
44 45
46
47 48