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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1451
Islay Capital Management
Texas
$23K – – –
PB
1452
Pinnacle Bancorp
Nebraska
$23K +$10.6K +138 +87%
COCM
1453
Charter Oak Capital Management
New Hampshire
$22K – – –
M1FG
1454
Mach-1 Financial Group
Arkansas
$22K +$22.1K +288 New
TCWA
1455
Ten Capital Wealth Advisors
Washington
$21K – – –
PP
1456
Pacifica Partners
Canada
$21K +$20.6K +269 New
AP
1457
Atwood & Palmer
Missouri
$21K +$20.7K +270 New
PSB
1458
Piscataqua Savings Bank
New Hampshire
$20K +$20.2K +263 New
CA
1459
Crewe Advisors
Utah
$18K – – –
SWM
1460
Sugarloaf Wealth Management
Georgia
$18K +$7.89K +103 +77%
FI
1461
FormulaFolio Investments
Michigan
$17K -$291K -3,793 -95%
MCM
1462
Manchester Capital Management
Vermont
$17K – – –
PWA
1463
Phoenix Wealth Advisors
North Carolina
$17K +$16.5K +215 New
GEA
1464
Glen Eagle Advisors
New Jersey
$16.9K – – –
CAM
1465
Costello Asset Management
Pennsylvania
$16K – – –
FP
1466
Fiduciary Planning
Florida
$16K +$77 +1 +0.5%
MSFP
1467
Mark Sheptoff Financial Planning
Connecticut
$16K +$15.3K +200 New
NC
1468
NewSquare Capital
Pennsylvania
$15K – – –
MCC
1469
Money Concepts Capital
Florida
$15K +$15.1K +197 New
GIA
1470
Goodwin Investment Advisory
Georgia
$14K +$13.4K +175 New
PA
1471
Perennial Advisors
New York
$13K – – –
SCA
1472
Stuart Chaussee & Associates
California
$13K +$12.8K +167 New
FPB
1473
First PREMIER Bank
South Dakota
$12K – – –
TCM
1474
Tradewinds Capital Management
Washington
$12K – – –
MF
1475
Manchester Financial
California
$11K – – –
57 58
59
60 61