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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1451
OneFund LLC
Florida
$534K +$19K +129 +4%
IA
1452
Integrity Alliance
Iowa
$533K +$47.4K +321 +11%
AWG
1453
Altus Wealth Group
Colorado
$532K -$8.56K -58 -2%
QFA
1454
Quantum Financial Advisors
California
$531K – – –
BCA
1455
Bay Colony Advisors
Massachusetts
$531K +$75.2K +509 +18%
WPA
1456
Wealth Preservation Advisors
Tennessee
$530K -$295 -2 -0.1%
MIC
1457
Means Investment Company
Maine
$523K +$146K +989 +43%
V
1458
ViaWealth
Kansas
$522K +$6.79K +46 +1%
LFM
1459
LGT Fund Management
Liechtenstein
$522K -$75.3K -510 -13%
PWM
1460
Proathlete Wealth Management
Florida
$522K +$2.07K +14 +0.4%
FCB
1461
First County Bank
Connecticut
$521K -$237K -1,608 -33%
KWM
1462
Kingsman Wealth Management
Florida
$519K +$2.81K +19 +0.6%
WBG
1463
Wharton Business Group
Pennsylvania
$518K -$37.7K -255 -7%
GD
1464
Grandfield & Dodd
New York
$516K +$29.8K +202 +7%
GPA
1465
Guerra Pan Advisors
New Jersey
$515K – – –
DE
1466
Diversified Enterprises
Delaware
$515K +$17.6K +119 +4%
PFWA
1467
Paces Ferry Wealth Advisors
Georgia
$515K – – –
ACI
1468
Alpha Cubed Investments
California
$514K +$30.3K +205 +7%
CPC
1469
Congress Park Capital
New York
$513K -$3.69K -25 -0.8%
BMCM
1470
Bryn Mawr Capital Management
Pennsylvania
$513K +$147K +996 +45%
ESB
1471
Essex Savings Bank
Connecticut
$512K +$2.07K +14 +0.4%
SNWA
1472
Siligmueller & Norvid Wealth Advisors
Illinois
$511K +$475K +3,216 New
HBW
1473
Hazlett, Burt & Watson
West Virginia
$510K +$23.5K +159 +5%
MAC
1474
Mason & Associates (California)
California
$509K – – –
OWP
1475
Obermeyer Wealth Partners
Colorado
$509K +$102K +690 +27%
57 58
59
60 61