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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1526
WrapManager Inc
California
$334K -$71.8K -583 -18%
GPW
1527
Genesis Private Wealth
Virginia
$331K +$325K +2,635 New
WCWM
1528
Willow Creek Wealth Management
California
$329K -$739 -6 -0.2%
XF
1529
XML Financial
Maryland
$328K +$322K +2,612 New
ET
1530
Equitable Trust
Tennessee
$328K -$3.69K -30 -1%
AWS
1531
Aspen Wealth Strategies
Colorado
$327K -$7.27K -59 -2%
NW
1532
Naviter Wealth
Arkansas
$327K – – –
HWMG
1533
Hurlow Wealth Management Group
Indiana
$326K -$4.56K -37 -1%
BSB
1534
Bangor Savings Bank
Maine
$326K +$22.5K +183 +8%
BFA
1535
Bragg Financial Advisors
North Carolina
$326K +$8.62K +70 +3%
TPA
1536
Trivium Point Advisory
Connecticut
$325K +$27.7K +225 +10%
RS
1537
Rakuten Securities
Japan
$325K +$281K +2,284 +761%
AA
1538
Advisory Alpha
Michigan
$324K +$16K +130 +5%
FA
1539
FDx Advisors
Illinois
$324K -$48.5K -394 -13%
MCWA
1540
Meadow Creek Wealth Advisors
Georgia
$324K +$11.8K +96 +4%
AF
1541
Apexium Financial
Texas
$322K -$78.3K -636 -20%
APW
1542
Austin Private Wealth
Texas
$322K +$141K +1,141 +80%
PL
1543
Plancorp LLC
Missouri
$321K +$17.6K +143 +6%
AMBIA
1544
Allen Mooney & Barnes Investment Advisors
Georgia
$321K +$369 +3 +0.1%
MFG
1545
Mosaic Financial Group
Illinois
$321K +$31.8K +258 +11%
BOM
1546
Bank of Marin
California
$321K – – –
CP
1547
Castleview Partners
Texas
$321K +$16K +130 +5%
PVI
1548
Pine Valley Investments
New Jersey
$319K +$369 +3 +0.1%
BTWM
1549
Baker Tilly Wealth Management
Wisconsin
$319K +$15.5K +126 +5%
IWA
1550
IVC Wealth Advisors
Pennsylvania
$319K +$1.97K +16 +0.6%
60 61
62
63 64