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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1276
Ally Financial
Michigan
$987K +$1.04M +6,000 New
FFA
1277
First Foundation Advisors
California
$986K +$17.5K +101 +2%
BFG
1278
Berger Financial Group
Minnesota
$984K +$23.5K +136 +2%
OBAM
1279
ODDO BHF Asset Management
France
$982K – – –
PDL
1280
Portfolio Design Labs
California
$977K -$543K -3,135 -35%
CST
1281
Charles Schwab Trust
Nevada
$972K -$296K -1,709 -22%
IF
1282
Intrua Financial
Texas
$972K +$3.98K +23 +0.4%
NHC
1283
Nicholas Hoffman & Company
Georgia
$968K -$2.94K -17 -0.3%
EI
1284
Ellevest Inc
New York
$966K +$39.6K +229 +4%
SRC
1285
Shufro Rose & Co
New York
$965K +$82.6K +477 +9%
TFA
1286
Transamerica Financial Advisors
Florida
$964K -$34.8K -201 -3%
YP
1287
YANKCOM Partnership
South Dakota
$962K -$42.8K -247 -4%
MC
1288
Machina Capital
France
$961K -$1.73M -9,967 -63%
LS
1289
Leelyn Smith
Illinois
$961K +$266K +1,536 +36%
DCM
1290
DGS Capital Management
New Jersey
$961K +$51.2K +296 +5%
AO
1291
Advisor OS
Illinois
$958K +$164K +947 +19%
LDB
1292
Lee, Danner & Bass
Tennessee
$957K – – –
AMPWP
1293
Alvarez & Marsal Private Wealth Partners
Florida
$954K +$125K +720 +14%
LFA
1294
Legacy Financial Advisors
Kentucky
$953K +$77.7K +449 +8%
SVWAG
1295
Sound View Wealth Advisors Group
Georgia
$952K -$31.2K -180 -3%
DS
1296
DRW Securities
Illinois
$948K -$1.55M -8,959 -61%
SB
1297
Strategic Blueprint
Georgia
$945K -$54.9K -317 -5%
SFA
1298
Souders Financial Advisors
Ohio
$943K -$36.2K -209 -4%
EHWM
1299
Eads & Heald Wealth Management
Georgia
$942K -$79.6K -460 -7%
JWWM
1300
Johnson & White Wealth Management
Pennsylvania
$941K +$58.2K +336 +6%
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