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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1301
Stonnington Group
California
$231K -$373K -4,550 -60%
OCM
1302
Objective Capital Management
Ohio
$231K – – –
LAS
1303
LWM Advisory Services
Florida
$231K +$30.1K +367 +14%
IFG
1304
Independent Financial Group
California
$231K -$36.7K -448 -13%
QPWM
1305
Quadrant Private Wealth Management
Pennsylvania
$230K +$3.28K +40 +1%
AWA
1306
Arete Wealth Advisors
Illinois
$229K -$68K -830 -22%
ORC
1307
O'Rourke & Company
Massachusetts
$228K -$3.03K -37 -1%
ACM
1308
Avalon Capital Management
California
$228K – – –
SOAMC
1309
Spirit of America Management Corp
New York
$228K – – –
SFS
1310
Stiles Financial Services
Minnesota
$228K +$33.3K +407 +16%
NCM
1311
Novare Capital Management
North Carolina
$227K -$78.6K -960 -24%
KA
1312
Kozak & Associates
Colorado
$227K +$96.5K +1,178 +65%
FOA
1313
Five Oceans Advisors
California
$226K -$7.04K -86 -3%
PWP
1314
Perfromance Wealth Partners
Illinois
$226K -$819 -10 -0.3%
HI
1315
Harrington Investments
California
$226K – – –
RWA
1316
River Wealth Advisors
Pennsylvania
$224K -$15.3K -187 -6%
1WA
1317
180 Wealth Advisors
Washington
$224K -$1.56K -19 -0.6%
F4L
1318
Fortune 45 LLC
Louisiana
$224K +$242K +2,955 New
NB
1319
NBT Bank
New York
$223K – – –
RCM
1320
Raleigh Capital Management
North Carolina
$223K +$32.5K +397 +16%
XS
1321
XR Securities
Illinois
$223K +$240K +2,927 New
MSAM
1322
Moloney Securities Asset Management
Missouri
$222K -$190K -2,322 -44%
VA
1323
Valmark Advisers
Ohio
$222K -$132K -1,610 -36%
FCA
1324
FinTrust Capital Advisors
South Carolina
$222K -$18.8K -229 -8%
AA
1325
Addison Advisors
Vermont
$222K -$9.34K -114 -4%
51 52
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