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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1301
Evernest Financial Advisors
Indiana
$1.19M +$990 +5 +0.1%
PDL
1302
Portfolio Design Labs
California
$1.19M -$49.7K -251 -4%
RC
1303
Roundview Capital
New Jersey
$1.19M +$196K +988 +21%
RL
1304
Rogco LP
Oklahoma
$1.18M – – –
LEA
1305
Legacy Edge Advisors
New York
$1.18M +$515K +2,600 +85%
TFA
1306
Transamerica Financial Advisors
Florida
$1.18M -$41K -207 -4%
CWWM
1307
Clear Wave Wealth Management
New Jersey
$1.18M +$9.9K +50 +0.9%
QWP
1308
Quotient Wealth Partners
Texas
$1.18M +$55.4K +280 +5%
OCM
1309
One Capital Management
California
$1.17M – – –
WWM
1310
Whalen Wealth Management
Nevada
$1.17M -$182K -917 -14%
ACM
1311
Aljian Capital Management
Nevada
$1.17M +$4.36K +22 +0.4%
RSS
1312
Rosenblum Silverman Sutton
California
$1.17M -$3.76K -19 -0.3%
SCA
1313
Sippican Capital Advisors
Massachusetts
$1.17M – – –
BB
1314
Berkshire Bank
Massachusetts
$1.17M -$85.2K -430 -7%
CFMC
1315
Curbstone Financial Management Corp
New Hampshire
$1.17M -$19.8K -100 -2%
WSA
1316
Wealth Science Advisors
Georgia
$1.16M +$202K +1,018 +22%
NWAG
1317
Net Worth Advisory Group
Utah
$1.16M -$29.1K -147 -3%
DWA
1318
Douglass Winthrop Advisors
New York
$1.16M +$45.1K +228 +4%
NFSG
1319
Newbridge Financial Services Group
Florida
$1.15M +$991K +5,002 +960%
EHWM
1320
Eads & Heald Wealth Management
Georgia
$1.15M -$42.8K -216 -4%
WE
1321
Wealth Effects
Massachusetts
$1.15M +$99K +500 +10%
SAG
1322
SageView Advisory Group
California
$1.15M +$205K +1,033 +23%
UCB
1323
United Community Bank
South Carolina
$1.15M +$23.8K +120 +2%
A
1324
Argentarii
Ohio
$1.15M +$95.8K +484 +10%
HWA
1325
Heritage Wealth Advisors
Virginia
$1.15M +$594 +3 +0.1%
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