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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1426
Castleview Partners
Texas
$252K +$57.6K +654 +32%
LS
1427
Livforsakringsbolaget Skandia
Sweden
$251K – – –
FSA
1428
Fort Sheridan Advisors
Illinois
$249K +$26.6K +302 +13%
EFG
1429
Everhart Financial Group
Ohio
$249K +$233K +2,645 New
SGI
1430
Summit Global Investments
Utah
$249K -$6.43K -73 -3%
AA
1431
Advisory Alpha
Michigan
$249K +$10.3K +117 +5%
HWMG
1432
Hurlow Wealth Management Group
Indiana
$249K +$1.32K +15 +0.6%
IEFM
1433
IQ EQ Fund Management
Ireland
$248K +$232K +2,637 New
BOPW
1434
Brandywine Oak Private Wealth
Pennsylvania
$247K – – –
IWP
1435
Invenio Wealth Partners
Florida
$247K +$7.4K +84 +3%
WCWM
1436
Willow Creek Wealth Management
California
$247K +$1.06K +12 +0.5%
SSB
1437
Sandy Spring Bank
Maryland
$246K +$25.9K +294 +13%
SWM
1438
Segment Wealth Management
Texas
$246K +$32.9K +374 +17%
PWA
1439
Prairie Wealth Advisors
Nebraska
$246K +$230K +2,615 New
WI
1440
WrapManager Inc
California
$246K -$16.3K -185 -7%
CFO
1441
CVA Family Office
Colorado
$246K +$2.82K +32 +1%
HCM
1442
Highlander Capital Management
New Jersey
$245K – – –
KFI
1443
Key Financial Inc
Pennsylvania
$244K +$352 +4 +0.2%
AFA
1444
AA Financial Advisors
Ohio
$243K +$27.5K +312 +14%
SMA
1445
Seven Mile Advisory
New Jersey
$242K +$25.2K +286 +13%
JWM
1446
Jackson Wealth Management
Florida
$242K -$2.45M -27,852 -92%
IGAM
1447
iA Global Asset Management
Quebec, Canada
$242K +$7.04K +80 +3%
WFI
1448
West Family Investments
California
$242K +$226K +2,566 New
HFS
1449
Howard Financial Services
Texas
$240K +$7.4K +84 +3%
SC
1450
Sepio Capital
Utah
$240K -$44.9K -510 -17%
56 57
58
59 60