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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1226
Tarbox Family Office
California
$61K +$2.58K +45 +5%
TC
1227
Tacita Capital
Ontario, Canada
$61K +$51.4K +895 New
EWM
1228
Endurance Wealth Management
Rhode Island
$59K – – –
FMII
1229
Farmers & Merchants Investments Inc
Nebraska
$59K +$14.3K +249 +41%
WEC
1230
Winslow Evans & Crocker
Massachusetts
$59K +$50K +871 New
SLF
1231
Sun Life Financial
Ontario, Canada
$58K +$7.8K +136 +19%
CBT
1232
CoreFirst Bank & Trust
Kansas
$56K +$46.5K +811 New
SWA
1233
Sutton Wealth Advisors
Florida
$55.2K +$2.24K +39 +5%
PCC
1234
Park Circle Company
Maryland
$55K – – –
CLOS
1235
Compagnie Lombard Odier SCmA
Switzerland
$55K +$45.9K +800 New
RPWA
1236
Regent Peak Wealth Advisors
Georgia
$55K +$46.2K +805 New
DAC
1237
Dividend Assets Capital
South Carolina
$55K +$46.4K +809 New
BDWM
1238
Brewin Dolphin Wealth Management
Ireland
$54.8K – – –
JG
1239
Jefferies Group
New York
$54.3K -$122K -2,121 -73%
AWM
1240
AllSquare Wealth Management
New York
$54K -$3.9K -68 -8%
HCP
1241
Hexagon Capital Partners
Arkansas
$54K – – –
SFG
1242
Sowa Financial Group
Rhode Island
$54K – – –
SWA
1243
SOA Wealth Advisors
New York
$54K +$41.9K +731 New
GWS
1244
Glassman Wealth Services
Virginia
$53K -$18K -313 -29%
OPW
1245
Oxler Private Wealth
New York
$52K +$44.1K +769 New
CMA
1246
Cedar Mountain Advisors
Oregon
$51K +$230 +4 +0.5%
LAS
1247
Lloyd Advisory Services
Georgia
$51K +$574 +10 +1%
RFA
1248
Reilly Financial Advisors
California
$51K +$33.6K +585 +375%
JCM
1249
Jacobi Capital Management
Pennsylvania
$51K +$37K +644 +671%
BAM
1250
Barrett Asset Management
New York
$50K +$41.5K +724 New
48 49
50
51 52