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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1376
Daymark Wealth Partners
Ohio
$233K +$248K +2,656 New
RWA
1377
Ropes Wealth Advisors
Massachusetts
$233K +$248K +2,655 New
CPC
1378
Congress Park Capital
New York
$233K -$18.7K -200 -7%
PFPT
1379
Pinnacle Financial Partners (Tennessee)
Tennessee
$233K +$247K +2,650 New
IAS
1380
Insigneo Advisory Services
Florida
$232K -$379K -4,057 -60%
HWMG
1381
Hurlow Wealth Management Group
Indiana
$232K +$653 +7 +0.3%
WSCM
1382
Wellington Shields Capital Management
New York
$232K – – –
ES
1383
Eagle Strategies
New York
$231K +$9.52K +102 +4%
SSB
1384
Sandy Spring Bank
Maryland
$230K +$31.5K +337 +15%
SVWAG
1385
Sound View Wealth Advisors Group
Georgia
$230K -$164K -1,753 -40%
CF
1386
Cantor Fitzgerald
New York
$228K -$335K -3,587 -58%
NEWAS
1387
N.E.W. Advisory Services
Wisconsin
$228K +$10.8K +116 +5%
WG
1388
Welch Group
Alabama
$227K – – –
KFI
1389
Key Financial Inc
Pennsylvania
$226K +$50K +536 +26%
CP
1390
Castleview Partners
Texas
$226K +$16.4K +176 +7%
SSG
1391
Summit Securities Group
New York
$225K -$5.65M -60,568 -96%
SGI
1392
Summit Global Investments
Utah
$225K -$467 -5 -0.2%
BPCE
1393
Bank Pictet & Cie (Europe)
Germany
$225K +$239K +2,557 New
FG
1394
Fiduciary Group
Georgia
$224K +$238K +2,554 New
IWA
1395
IVC Wealth Advisors
Pennsylvania
$224K +$10.5K +113 +5%
KC
1396
Kingfisher Capital
North Carolina
$223K – – –
HWM
1397
Horizon Wealth Management
Illinois
$223K +$187 +2 +0.1%
TBA
1398
Tower Bridge Advisors
Pennsylvania
$223K -$112K -1,200 -32%
HWM
1399
Hemington Wealth Management
Virginia
$223K -$5.23K -56 -2%
LAM
1400
Lifestyle Asset Management
Texas
$222K +$236K +2,530 New
54 55
56
57 58