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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1576
Baldrige Asset Management
Pennsylvania
$34K – – –
JWA
1577
JFS Wealth Advisors
Pennsylvania
$34K +$12.2K +126 +48%
SPWM
1578
Spartan Planning & Wealth Management
North Carolina
$34K +$37.1K +385 New
LFG
1579
Larson Financial Group
Missouri
$33K – – –
ARIS
1580
Advanced Research Investment Solutions
California
$33K +$36.8K +381 New
SIC
1581
SJS Investment Consulting
Ohio
$32K +$5.69K +59 +20%
OLVIG
1582
Oliver Lagore Vanvalin Investment Group
Michigan
$32K +$35.5K +368 New
EWM
1583
Evermay Wealth Management
Virginia
$31K -$504K -5,225 -94%
CCA
1584
Column Capital Advisors
Indiana
$31K -$14.4K -149 -30%
COCM
1585
Charter Oak Capital Management
New Hampshire
$31K +$7.24K +75 +27%
TFS
1586
TrustCore Financial Services
Tennessee
$30K – – –
ACM
1587
AUA Capital Management
Pennsylvania
$28K – – –
CPA
1588
Cowen Prime Advisors
New York
$28K – – –
JMF
1589
Johnson Midwest Financial
Iowa
$28K – – –
MCM
1590
MV Capital Management
Maryland
$27K – – –
ICM
1591
Islay Capital Management
Texas
$26K – – –
MCA
1592
Maryland Capital Advisors
Maryland
$26K – – –
S
1593
Surevest
California
$26K – – –
TSWM
1594
Tyler-Stone Wealth Management
Ohio
$26K – – –
OCM
1595
Orion Capital Management
California
$26K +$9.65K +100 +50%
ACM
1596
Aquatic Capital Management
Illinois
$26K +$19.3K +200 +200%
M1FG
1597
Mach-1 Financial Group
Arkansas
$25K – – –
SC
1598
Seldon Capital
California
$25K – – –
KFS
1599
Kelly Financial Services
Massachusetts
$24.5K -$9.65K -100 -26%
PP
1600
Pacifica Partners
Canada
$24K – – –
62 63
64
65 66