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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1501
Primoris Wealth Advisors
Florida
$217K – – –
MWA
1502
Midland Wealth Advisors
Illinois
$217K +$1.5K +17 +0.7%
BFG
1503
Bouchey Financial Group
New York
$216K +$202K +2,294 New
PAS
1504
Point72 Asia (Singapore)
Singapore
$216K +$202K +2,293 New
PP
1505
Pegasus Partners
Wisconsin
$215K – – –
FCG
1506
Fielder Capital Group
Tennessee
$215K +$3.43K +39 +2%
GWM
1507
Gibbs Wealth Management
Georgia
$215K +$201K +2,283 New
BFA
1508
Beaumont Financial Advisors
Massachusetts
$214K -$22.2K -252 -10%
SCP
1509
Sivia Capital Partners
California
$214K -$2.64K -30 -1%
MWM
1510
Maltin Wealth Management
New Jersey
$213K -$455K -5,163 -70%
MAG
1511
MRA Advisory Group
New Jersey
$213K +$199K +2,261 New
SAG
1512
SageView Advisory Group
California
$212K -$903K -10,259 -95%
PWMG
1513
Prestige Wealth Management Group
New Jersey
$211K -$342K -3,887 -63%
UBV
1514
United Bank (Virginia)
Virginia
$211K – – –
HA
1515
HFG Advisors
Ohio
$211K -$2.29K -26 -1%
MHWM
1516
Montz Harcus Wealth Management
Louisiana
$210K +$197K +2,232 New
VNA
1517
Valley National Advisers
Pennsylvania
$210K -$22.5K -256 -10%
FCM
1518
Firestone Capital Management
Florida
$210K +$88 +1 +0%
BGAI
1519
Bruce G. Allen Investments
Colorado
$209K -$1.85K -21 -0.9%
AI
1520
AXS Investments
New York
$208K +$12.6K +143 +7%
AAF
1521
Andra AP-fonden
Sweden
$208K +$195K +2,211 New
MPW
1522
Monterey Private Wealth
California
$208K +$1.06K +12 +0.5%
KA
1523
Klingman & Associates
New York
$208K +$194K +2,206 New
GEA
1524
Glen Eagle Advisors
New Jersey
$208K -$13.2K -150 -6%
RIA
1525
Realta Investment Advisors
Delaware
$208K +$194K +2,204 New
59 60
61
62 63