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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1501
Kathmere Capital Management
Pennsylvania
$350K +$55.7K +452 +19%
WGAM
1502
Wilkinson Global Asset Management
New York
$349K – – –
TWM
1503
Thrive Wealth Management
Pennsylvania
$349K -$2.46K -20 -0.7%
AFG
1504
Allegheny Financial Group
Pennsylvania
$348K -$1.11K -9 -0.3%
JSC
1505
Jackson Square Capital
California
$347K +$2.34K +19 +0.7%
WAG
1506
Wallace Advisory Group
California
$347K +$59.7K +485 +17%
CFGS
1507
Concourse Financial Group Securities
Alabama
$346K +$48.4K +393 +18%
SCP
1508
Sivia Capital Partners
California
$346K +$10.7K +87 +3%
FGA
1509
Fortis Group Advisors
New Jersey
$345K – – –
PWM
1510
Paulson Wealth Management
Illinois
$343K – – –
JAG
1511
Journey Advisory Group
Kentucky
$342K – – –
BP
1512
Broadleaf Partners
Ohio
$342K – – –
BOPW
1513
Brandywine Oak Private Wealth
Pennsylvania
$340K +$9.98K +81 +3%
VC
1514
Veracity Capital
Georgia
$340K +$56K +455 +20%
CPCM
1515
Cardinal Point Capital Management
Ontario, Canada
$339K +$11.1K +90 +3%
LSA
1516
Lion Street Advisors
Texas
$339K -$16.9K -137 -5%
AO
1517
Advisor OS
Illinois
$338K +$35.7K +290 +12%
AFC
1518
AFT Forsyth & Company
Florida
$338K +$24.6K +200 +8%
SWA
1519
Sax Wealth Advisors
New Jersey
$337K +$32.6K +265 +11%
HI
1520
Harbour Investments
Wisconsin
$337K +$4.68K +38 +1%
SSB
1521
Sandy Spring Bank
Maryland
$337K +$11.8K +96 +4%
GSWM
1522
Golden State Wealth Management
California
$337K +$330K +2,680 New
FMTC
1523
Farmers & Merchants Trust Company
California
$337K -$16K -130 -5%
EFSCE
1524
Enterprise Financial Services Corp (EFSC)
Missouri
$336K +$12.6K +102 +4%
NEWAS
1525
N.E.W. Advisory Services
Wisconsin
$336K +$369 +3 +0.1%
59 60
61
62 63