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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1526
Raffa Wealth Management
District of Columbia
$28.5K -$11K -111 -27%
PP
1527
Pacifica Partners
Canada
$28K – – –
COCM
1528
Charter Oak Capital Management
New Hampshire
$27K – – –
GM
1529
GeoWealth Management
Illinois
$26K -$62.9K -635 -70%
PSB
1530
Piscataqua Savings Bank
New Hampshire
$26K – – –
HA
1531
Herold Advisors
New York
$24K +$24.8K +250 New
AA
1532
Addison Advisors
Vermont
$23K – – –
PWA
1533
Phoenix Wealth Advisors
North Carolina
$21K – – –
BCM
1534
Bourgeon Capital Management
Connecticut
$19K -$991K -10,000 -98%
CAM
1535
Costello Asset Management
Pennsylvania
$19K – – –
NC
1536
NewSquare Capital
Pennsylvania
$19K – – –
SIS
1537
Sound Income Strategies
Florida
$18K +$99 +1 +0.5%
AP
1538
Atwood & Palmer
Missouri
$18K +$11.9K +120 +171%
CFA
1539
Cahill Financial Advisors
Minnesota
$17K +$17.4K +176 New
WAM
1540
Wolverine Asset Management
Illinois
$16K -$496K -5,004 -97%
CAM
1541
CenterStar Asset Management
Illinois
$16K – – –
SCA
1542
Stuart Chaussee & Associates
California
$16K – – –
JWA
1543
JFS Wealth Advisors
Pennsylvania
$16K +$7.83K +79 +93%
FPB
1544
First PREMIER Bank
South Dakota
$15K – – –
MFT
1545
Moisand Fitzgerald Tamayo
Florida
$15K – – –
TCM
1546
Tradewinds Capital Management
Washington
$15K – – –
SWM
1547
Sugarloaf Wealth Management
Georgia
$13K -$7.13K -72 -35%
HWM
1548
Holloway Wealth Management
Florida
$13K – – –
FRA
1549
Front Row Advisors
California
$12K -$594 -6 -5%
IF
1550
Ironwood Financial
Arizona
$12K – – –
60 61
62
63 64