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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1301
Webster Bank
Connecticut
$543K +$120K +976 +29%
FHA
1302
Flagship Harbor Advisors
Massachusetts
$542K -$184K -1,490 -26%
PFT
1303
Providence First Trust
Arizona
$539K +$528K +4,288 New
EWA
1304
Exencial Wealth Advisors
Oklahoma
$539K +$24.1K +196 +5%
CWM
1305
Cornerstone Wealth Management
Missouri
$539K +$7.39K +60 +1%
LFG
1306
Larson Financial Group
Missouri
$538K +$45K +365 +9%
MA
1307
MCF Advisors
Kentucky
$537K +$35.3K +287 +7%
PW
1308
PUREfi Wealth
Massachusetts
$537K +$526K +4,273 New
HIA
1309
Harbor Investment Advisory
Maryland
$537K +$20.6K +167 +4%
HI
1310
Hudock Inc
Pennsylvania
$537K +$1.6K +13 +0.3%
KIA
1311
Knollwood Investment Advisory
Maryland
$535K – – –
SM
1312
Salzhauer Michael
$531K – – –
DWM
1313
Destination Wealth Management
California
$528K +$21.1K +171 +4%
PCM
1314
Payne Capital Management
New York
$528K +$517K +4,201 New
RC
1315
Roundview Capital
New Jersey
$528K +$43.8K +356 +9%
AIM
1316
Advyzon Investment Management
Illinois
$528K +$517K +4,198 New
BTD
1317
BankPlus Trust Department
Mississippi
$528K +$517K +4,197 New
DO
1318
denkapparat Operations
Germany
$527K +$516K +4,188 New
MWPCG
1319
Measured Wealth Private Client Group
New Hampshire
$526K +$53.2K +432 +12%
FFG
1320
Fortem Financial Group
California
$526K – – –
HIC
1321
Holderness Investments Company
North Carolina
$524K – – –
BPC
1322
Bryce Point Capital
New York
$523K +$513K +4,162 New
JCM
1323
J2 Capital Management
Michigan
$522K +$511K +4,150 New
MCA
1324
Millennium Capital Advisors
Arkansas
$520K – – –
RWB
1325
RMR Wealth Builders
New Jersey
$520K +$2.96K +24 +0.6%
51 52
53
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