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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MME
1551
Meag Munich Ergo
Germany
$225K -$587K -5,833 -73%
HAS
1552
HBW Advisory Services
California
$224K -$1.41K -14 -0.6%
CFGS
1553
Concourse Financial Group Securities
Alabama
$224K +$47.5K +472 +28%
FC
1554
Fairscale Capital
New Hampshire
$224K -$5.04K -50 -2%
NHT
1555
New Hampshire Trust
New Hampshire
$223K +$3.73K +37 +2%
PPG
1556
Peak Planning Group
Colorado
$223K -$3.83K -38 -2%
BWM
1557
BKM Wealth Management
Wisconsin
$222K +$215K +2,130 New
FIC
1558
FCG Investment Company
Tennessee
$222K -$1.81K -18 -0.8%
JCM
1559
Jacobsen Capital Management
Utah
$222K +$1.11K +11 +0.5%
AWA
1560
Alta Wealth Advisors
Massachusetts
$221K -$3.73K -37 -2%
WRPWM
1561
Werba Rubin Papier Wealth Management
California
$221K +$213K +2,118 New
WPW
1562
Warther Private Wealth
Ohio
$220K – – –
LF
1563
Lantz Financial
Illinois
$220K +$213K +2,112 New
KFA
1564
Krane Funds Advisors
New York
$220K +$213K +2,111 New
HFM
1565
Harvest Fund Management
China
$220K +$212K +2,106 New
IP
1566
Investment Partners
Ohio
$219K +$504 +5 +0.2%
MIM
1567
Macroview Investment Management
Maryland
$219K +$1.11K +11 +0.5%
GEA
1568
Glen Eagle Advisors
New Jersey
$219K -$13.2K -131 -6%
IGGA
1569
Iron Gate Global Advisors
Utah
$218K – – –
CAL
1570
Capital Advisors Ltd
Ohio
$218K +$1.11K +11 +0.5%
BWAM
1571
Boyd Watterson Asset Management
Ohio
$218K -$1.61K -16 -0.8%
M
1572
MOTCO
Texas
$217K – – –
PIA
1573
Perennial Investment Advisors
California
$217K +$210K +2,082 New
MIC
1574
Means Investment Company
Maine
$215K +$208K +2,061 New
OWP
1575
Obermeyer Wealth Partners
Colorado
$214K +$207K +2,057 New
61 62
63
64 65