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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1551
Tarbox Family Office
California
$94K +$2.99K +30 +3%
CWM
1552
Cedar Wealth Management
California
$91K – – –
BLC
1553
Brown, Lisle/Cummings
Rhode Island
$90.8K +$92.1K +925 New
CMA
1554
Cedar Mountain Advisors
Oregon
$87K +$398 +4 +0.5%
SWA
1555
Sutton Wealth Advisors
Florida
$86.5K +$1.2K +12 +1%
SCA
1556
Stonebridge Capital Advisors
Minnesota
$85K +$3.29K +33 +4%
LAS
1557
Lloyd Advisory Services
Georgia
$83K +$31.5K +316 +60%
TFP
1558
Tilia Fiduciary Partners
North Carolina
$83K +$83.8K +841 New
TFGT
1559
TS Financial Group (TSFG)
Illinois
$82K – – –
EPM
1560
Equitec Proprietary Markets
Illinois
$81K +$82.3K +826 New
CBT
1561
CoreFirst Bank & Trust
Kansas
$80K – – –
BDWM
1562
Brewin Dolphin Wealth Management
Ireland
$79K – – –
CC
1563
Corsicana & Co
Texas
$79K – – –
PCC
1564
Park Circle Company
Maryland
$79K – – –
RA
1565
Rise Advisors
New York
$78.1K +$79.3K +796 New
GAM
1566
Gemmer Asset Management
California
$77K – – –
SA
1567
SRH Advisors
Kansas
$75K +$398 +4 +0.5%
TWA
1568
TCI Wealth Advisors
Arizona
$74K – – –
AIM
1569
AHL Investment Management
Florida
$74K +$74.7K +750 New
TLCM
1570
Twin Lakes Capital Management
California
$71K – – –
BIA
1571
Bell Investment Advisors
California
$70K +$7.07K +71 +11%
SGAM
1572
Smith Group Asset Management
Texas
$68K +$21.7K +218 +46%
HDIM
1573
Hanson & Doremus Investment Management
Vermont
$68K +$37.4K +375 +118%
HWA
1574
HHM Wealth Advisors
Tennessee
$67K – – –
SWA
1575
SOA Wealth Advisors
New York
$67K +$199 +2 +0.3%
61 62
63
64 65