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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1126
IHT Wealth Management
Illinois
$968K +$15.7K +128 +2%
CAMG
1127
CWA Asset Management Group
Florida
$967K +$153K +1,246 +22%
KWA
1128
Kingswood Wealth Advisors
California
$960K -$15.7K -128 -2%
SWM
1129
SeaCrest Wealth Management
New York
$952K -$1.03M -8,388 -55%
MIC
1130
Meridian Investment Counsel
California
$949K – – –
CH
1131
Canton Hathaway
Rhode Island
$947K – – –
EHWM
1132
Eads & Heald Wealth Management
Georgia
$946K -$42K -342 -5%
RR
1133
Robotti Robert
$946K – – –
CCMT
1134
CMT Capital Markets Trading
Germany
$941K -$103K -838 -11%
TWP
1135
Triad Wealth Partners
Kansas
$941K -$6.14K -50 -0.7%
HBT
1136
Hills Bank & Trust
Iowa
$938K -$15.5K -126 -2%
PCS
1137
Personal CFO Solutions
New Jersey
$937K +$1.1K +9 +0.1%
GIA
1138
Gladstone Institutional Advisory
Florida
$935K +$32.2K +262 +4%
CGIM
1139
Capital Group Investment Management
Singapore
$932K – – –
HA
1140
Harbor Advisors
Florida
$931K – – –
MWM
1141
Mindset Wealth Management
Indiana
$923K +$7.25K +59 +0.9%
PP
1142
PDS Planning
Ohio
$922K +$56.7K +462 +8%
CC
1143
Carlson Capital
Texas
$916K +$798K +6,500 New
MFC
1144
Mechanics Financial Corp
Ohio
$913K -$161K -1,307 -17%
FDCP
1145
Foster Dykema Cabot & Partners
Massachusetts
$909K +$127K +1,037 +19%
SB
1146
Strategic Blueprint
Georgia
$907K -$17.9K -146 -2%
RMDI
1147
R.M. Davis Inc
Maine
$904K +$11.2K +91 +1%
HC
1148
Hamilton Capital
Ohio
$899K -$246 -2 -0%
KFS
1149
Kurt F. Somerville
$898K – – –
ZF
1150
Zhang Financial
Michigan
$896K +$375K +3,053 +92%
44 45
46
47 48