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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Centric Wealth Management
Illinois
$685K +$1.17K +7 +0.2%
CFG
1502
Copley Financial Group
California
$684K -$84.2K -505 -12%
Q
1503
QVR
California
$683K -$17.5K -105 -3%
DJSG
1504
D.J. St. Germain
Massachusetts
$680K – – –
PEA
1505
Park Edge Advisors
Ohio
$680K -$7.51K -45 -1%
VA
1506
Valmark Advisers
Ohio
$677K +$2.67K +16 +0.4%
SWM
1507
Segment Wealth Management
Texas
$677K -$9.01K -54 -1%
GFA
1508
Gallagher Fiduciary Advisors
Illinois
$676K +$36.4K +218 +6%
CTC
1509
Cetera Trust Company
Minnesota
$675K – – –
OFW
1510
Omnia Family Wealth
Florida
$673K +$4.67K +28 +0.7%
BI
1511
Bolthouse Investments
California
$672K – – –
SMWM
1512
Silvia McColl Wealth Management
California
$671K -$17.3K -104 -3%
RIA
1513
Richwood Investment Advisors
Ohio
$667K +$93.4K +560 +18%
FFG
1514
Frisch Financial Group
New York
$666K -$6.34K -38 -1%
ICP
1515
Impact Capital Partners
Colorado
$664K -$12.2K -73 -2%
IWA
1516
Inspirion Wealth Advisors
Illinois
$664K +$624K +3,738 New
PCM
1517
Payne Capital Management
New York
$663K -$37.4K -224 -6%
CWS
1518
Cypress Wealth Services
California
$661K +$283K +1,695 +84%
MHR
1519
Matthew Hamilton Rosenberg
$659K -$1.5K -9 -0.2%
WB
1520
Webster Bank
Connecticut
$656K -$1.83K -11 -0.3%
FA
1521
Fiducient Advisors
Illinois
$655K – – –
TWM
1522
Topsail Wealth Management
North Carolina
$654K – – –
MSA
1523
Marino Stram & Associates
Massachusetts
$653K +$1.67K +10 +0.3%
JCM
1524
Jacobi Capital Management
Pennsylvania
$650K -$29.4K -176 -5%
A
1525
Argentarii
Ohio
$649K +$610K +3,657 New
59 60
61
62 63