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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1401
Fulcrum Capital
Washington
$284K – – –
PFA
1402
Pure Financial Advisors
California
$284K +$278K +2,921 New
GWM
1403
Gibbs Wealth Management
Georgia
$283K +$60.3K +633 +28%
JSW
1404
Journey Strategic Wealth
New Jersey
$283K +$277K +2,914 New
SFS
1405
Stiles Financial Services
Minnesota
$283K -$12.9K -136 -4%
ASBI
1406
American State Bank (Iowa)
Iowa
$283K – – –
3IP
1407
3Chopt Investment Partners
Virginia
$283K +$277K +2,907 New
SMA
1408
Seven Mile Advisory
New Jersey
$280K +$29.8K +313 +12%
DPIM
1409
Duff & Phelps Investment Management
Illinois
$280K -$1.11M -11,681 -80%
LSA
1410
Lion Street Advisors
Texas
$279K +$8.47K +89 +3%
TWM
1411
Thrive Wealth Management
Pennsylvania
$278K +$34.2K +359 +14%
IIM
1412
Ipswich Investment Management
Massachusetts
$277K -$1.33K -14 -0.5%
LEA
1413
Legacy Edge Advisors
New York
$276K +$8.76K +92 +3%
ES
1414
Eagle Strategies
New York
$276K +$270K +2,837 New
FAFN
1415
First Affirmative Financial Network
Colorado
$275K -$31.4K -330 -10%
KC
1416
Kingfisher Capital
North Carolina
$275K – – –
LTI
1417
Laffer Tengler Investments
Tennessee
$275K +$122K +1,282 +83%
VA
1418
Valmark Advisers
Ohio
$274K -$5.43K -57 -2%
FMTC
1419
Farmers & Merchants Trust Company
California
$274K -$29.6K -311 -10%
AAS
1420
Ameritas Advisory Services
Nebraska
$272K +$2.48K +26 +0.9%
EFSCE
1421
Enterprise Financial Services Corp (EFSC)
Missouri
$272K +$4.86K +51 +2%
KFI
1422
Key Financial Inc
Pennsylvania
$272K +$19.3K +203 +8%
EB
1423
Eastern Bank
Massachusetts
$270K -$39.4K -414 -13%
WGAM
1424
Wilkinson Global Asset Management
New York
$270K -$164K -1,720 -38%
BBA
1425
BLB&B Advisors
Pennsylvania
$269K -$52.4K -550 -17%
55 56
57
58 59