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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
1576
Banque Pictet & Cie
Switzerland
$5.96K -$1.18M -14,466 -16%
KFP
1577
KB Financial Partners
New Jersey
$5K – – –
WAM
1578
Worth Asset Management
Texas
$5K – – –
RBC
1579
Roble Belko & Company
Pennsylvania
$4K – – –
STCOSD
1580
Sageworth Trust Company of South Dakota
South Dakota
$4K – – –
YAL
1581
Your Advocates Ltd
Texas
$4K – – –
FGAM
1582
Financial Gravity Asset Management
Texas
$3.03K -$16.2K -198 -13%
FWM
1583
Focused Wealth Management
New York
$3K – – –
MWM
1584
Mascoma Wealth Management
New Hampshire
$3K – – –
TFM
1585
TFC Financial Management
Massachusetts
$3K – – –
CWAF
1586
Core Wealth Advisors (Florida)
Florida
$3K +$2.79K +34 New
JPLA
1587
Joseph P. Lucia & Associates
New York
$2K -$16.4K -200 -87%
FBT
1588
First Bank & Trust
South Dakota
$2K -$2.38K -29 -49%
CAM
1589
ClariVest Asset Management
California
$2K -$655 -8 -24%
CFFP
1590
Center for Financial Planning
Michigan
$2K – – –
CP
1591
Corbenic Partners
Pennsylvania
$2K – – –
JWM
1592
Janiczek Wealth Management
Colorado
$2K – – –
TFA
1593
Toth Financial Advisory
Virginia
$2K +$1.64K +20 New
APW
1594
Acima Private Wealth
Virginia
$1.98K – – –
BIM
1595
Baldwin Investment Management
Pennsylvania
$1.63K -$50.9K -622 -3%
MAM
1596
Marquette Asset Management
Minnesota
$1K – – –
DC
1597
Darrow Company
Massachusetts
$1K +$2.13K +26 New
BRWM
1598
B. Riley Wealth Management
Tennessee
$834 +$352K +4,295 +64%
CP
1599
Castleview Partners
Texas
$803 -$193K -2,355 -99%
MGIM
1600
M&G Investment Management
United Kingdom
$265 -$6.55K -80 -2%
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