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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1576
Bourgeon Capital Management
Connecticut
$25.5K +$8.52K +100 +50%
CCC
1577
Chelsea Counsel Company
California
$25.5K +$25.6K +300 New
MSCM
1578
McElhenny Sheffield Capital Management
Texas
$25.5K +$25.6K +300 New
DMKJ
1579
David M. Knott Jr
$25K – – –
AP
1580
Atwood & Palmer
Missouri
$24.7K – – –
HWMA
1581
Heritage Wealth Management (Arizona)
Arizona
$24.3K +$256 +3 +1%
SC
1582
Seldon Capital
California
$24K – – –
SC
1583
Solstein Capital
California
$21.8K – – –
BAM
1584
Byrne Asset Management
New Jersey
$21.3K – – –
AWM
1585
Abound Wealth Management
Tennessee
$20.8K -$4.94K -58 -19%
LF
1586
Lee Financial
Texas
$19.6K -$3.49K -41 -15%
NIC
1587
Northwest Investment Counselors
Oregon
$19.1K – – –
BC
1588
Barrett & Company
Rhode Island
$17K – – –
KC
1589
Knuff & Co
California
$17K – – –
OCM
1590
Orion Capital Management
California
$17K – – –
WSC
1591
Wellington Shields & Co
New York
$17K – – –
WOSD
1592
WFA of San Diego
California
$17K +$17K +200 New
RWMH
1593
Riverpoint Wealth Management Holdings
Illinois
$16.1K +$16.2K +190 New
AW
1594
Avion Wealth
Texas
$16K – – –
PP
1595
PrairieView Partners
Minnesota
$16K +$85 +1 +0.5%
YDMI
1596
Y.D. More Investments
Israel
$15.8K +$15.9K +187 New
GJIA
1597
Glass Jacobson Investment Advisors
Maryland
$15.7K +$15.7K +184 New
AIM
1598
Arcadia Investment Management
Michigan
$15.4K +$15.4K +181 New
LFG
1599
Larson Financial Group
Missouri
$15.1K – – –
BHWM
1600
Beaird Harris Wealth Management
Texas
$15.1K +$15.2K +178 New
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