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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
1426
Eagle Strategies
New York
$284K -$11.5K -114 -4%
BP
1427
Broadleaf Partners
Ohio
$283K – – –
EC
1428
EntryPoint Capital
New York
$280K -$4.83K -48 -2%
DJSG
1429
D.J. St. Germain
Massachusetts
$278K +$4.33K +43 +2%
NEWAS
1430
N.E.W. Advisory Services
Wisconsin
$278K +$22.4K +222 +9%
CA
1431
Cornerstone Advisory
Maryland
$278K +$2.12K +21 +0.8%
PA
1432
PFG Advisors
Arizona
$278K -$35.3K -351 -12%
TA
1433
TFB Advisors
Kansas
$277K +$9.97K +99 +4%
AWS
1434
Aspen Wealth Strategies
Colorado
$277K +$268K +2,662 New
SCP
1435
Sivia Capital Partners
California
$277K +$40.2K +399 +18%
NDSI
1436
Newman Dignan & Sheerar Inc
Rhode Island
$277K – – –
WAG
1437
Wallace Advisory Group
California
$276K -$8.86K -88 -3%
HI
1438
Harbour Investments
Wisconsin
$276K -$10.4K -103 -4%
CWA
1439
Canvas Wealth Advisors
Kansas
$276K +$50.3K +499 +23%
LEA
1440
Legacy Edge Advisors
New York
$275K -$20.4K -203 -7%
ET
1441
Equitable Trust
Tennessee
$275K – – –
HWMG
1442
Hurlow Wealth Management Group
Indiana
$274K – – –
RFM
1443
Royal Fund Management
Florida
$274K +$265K +2,628 New
FAIM
1444
Financial Advocates Investment Management
Washington
$274K +$265K +2,627 New
BOPW
1445
Brandywine Oak Private Wealth
Pennsylvania
$274K -$201 -2 -0.1%
EA
1446
Ellsworth Advisors
Ohio
$273K +$2.01K +20 +0.8%
WCWM
1447
Willow Creek Wealth Management
California
$273K – – –
WAP
1448
Wealthcare Advisory Partners
Pennsylvania
$273K +$20.2K +201 +8%
CPCM
1449
Cardinal Point Capital Management
Ontario, Canada
$272K +$263K +2,607 New
JPWM
1450
Jamison Private Wealth Management
Georgia
$271K +$149K +1,479 +132%
56 57
58
59 60