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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1426
Constitution Capital
Connecticut
$795K -$13.3K -80 -2%
WH
1427
Willner & Heller
California
$795K -$24.5K -147 -3%
GWM
1428
Goldenstone Wealth Management
California
$792K +$744K +4,461 New
CVM
1429
Cheviot Value Management
California
$789K +$16.7K +100 +2%
PWPS
1430
Pinnacle Wealth Planning Services
Ohio
$785K +$9.34K +56 +1%
SW
1431
Simplicity Wealth
New Jersey
$783K +$22.7K +136 +3%
RDWM
1432
Red Door Wealth Management
Tennessee
$781K +$22K +132 +3%
SL
1433
Sentinus LLC
Illinois
$780K +$108K +650 +17%
HI
1434
Hudock Inc
Pennsylvania
$778K +$2.5K +15 +0.3%
OL
1435
Optas LLC
Texas
$777K +$116K +698 +19%
MC
1436
Moors & Cabot
Massachusetts
$776K +$30.9K +185 +4%
IP
1437
Indivisible Partners
Florida
$774K +$728K +4,362 New
SHFG
1438
S Harris Financial Group
Texas
$773K +$726K +4,354 New
SAG
1439
SageView Advisory Group
California
$772K +$208K +1,244 +40%
GFPC
1440
Global Financial Private Client
Florida
$771K +$478K +2,867 +194%
EW
1441
Evexia Wealth
Wisconsin
$771K -$125K -747 -15%
AA
1442
Apriem Advisors
California
$771K -$31.9K -191 -4%
SC
1443
SummitTX Capital
Texas
$770K -$774K -4,643 -52%
CSPIA
1444
Cary Street Partners Investment Advisory
Virginia
$768K +$24.4K +146 +3%
TCM
1445
Tuttle Capital Management
Connecticut
$766K +$720K +4,317 New
LS
1446
Leelyn Smith
Illinois
$764K +$718K +4,304 New
DP
1447
Divergent Planning
Maryland
$763K +$699K +4,193 New
MAM
1448
McLaughlin Asset Management
Illinois
$763K +$717K +4,296 New
MAMU
1449
Myriad Asset Management US
Florida
$762K -$1.84M -11,048 -72%
VHAM
1450
Van Hulzen Asset Management
California
$758K +$30K +180 +4%
56 57
58
59 60