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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1326
Janney Capital Management
Pennsylvania
$297K – – –
ORC
1327
O'Rourke & Company
Massachusetts
$297K +$301K +3,025 New
ACM
1328
Avalon Capital Management
California
$296K +$1.29K +13 +0.4%
FOA
1329
Five Oceans Advisors
California
$295K +$12.4K +124 +4%
NWA
1330
Navis Wealth Advisors
New York
$294K – – –
SOAMC
1331
Spirit of America Management Corp
New York
$294K – – –
PWP
1332
Perfromance Wealth Partners
Illinois
$294K +$299K +2,999 New
SWM
1333
Segment Wealth Management
Texas
$293K +$298K +2,987 New
HI
1334
Harbour Investments
Wisconsin
$292K -$990K -9,936 -77%
SIM
1335
SSI Investment Management
California
$291K -$498 -5 -0.2%
SBIA
1336
Sheaff Brock Investment Advisors
Indiana
$289K +$4.78K +48 +2%
MWPCG
1337
Measured Wealth Private Client Group
New Hampshire
$289K +$13K +131 +5%
NB
1338
NBT Bank
New York
$288K -$27K -271 -8%
RFM
1339
Royal Fund Management
Florida
$288K – – –
FWM
1340
FFT Wealth Management
Pennsylvania
$288K +$292K +2,933 New
LP
1341
LGL Partners
Pennsylvania
$288K +$292K +2,933 New
RI
1342
Ridgewood Investments
New Jersey
$286K – – –
CBFP
1343
Cedar Brook Financial Partners
Ohio
$286K +$15.1K +152 +6%
CFA
1344
Capstone Financial Advisors
Illinois
$286K +$19.2K +193 +7%
TWM
1345
Tanager Wealth Management
United Kingdom
$285K +$289K +2,901 New
DS
1346
DRW Securities
Illinois
$284K -$4.26M -42,727 -94%
NC
1347
NovaPoint Capital
Georgia
$284K +$288K +2,890 New
LSA
1348
Leonteq Securities AG
Switzerland
$283K +$288K +2,888 New
MAM
1349
McLean Asset Management
Virginia
$282K -$5.58K -56 -2%
WA1
1350
Wimmer Associates 1
California
$282K -$1.99K -20 -0.7%
52 53
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