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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
1576
The Family Firm
Maryland
$193K +$189K +1,987 New
BBPWM
1577
Blue Bell Private Wealth Management
Pennsylvania
$184K +$8.09K +85 +5%
MRCM
1578
M&R Capital Management
New Jersey
$183K +$95 +1 +0.1%
GIA
1579
GHP Investment Advisors
Colorado
$183K -$11.5K -121 -6%
ACA
1580
Atlas Capital Advisors
Wyoming
$182K -$4.28K -45 -2%
GIM
1581
Gold Investment Management
Alberta, Canada
$180K – – –
WTC
1582
WhitTier Trust Company
Nevada
$174K -$143K -1,499 -46%
BGAI
1583
Bruce G. Allen Investments
Colorado
$173K -$42.1K -442 -20%
RA
1584
Rise Advisors
New York
$173K +$1.43K +15 +0.9%
GGI
1585
Godsey & Gibb Inc
Virginia
$168K +$3.71K +39 +2%
IWA
1586
IBEX Wealth Advisors
New Jersey
$165K -$476K -5,005 -75%
CFGS
1587
Concourse Financial Group Securities
Alabama
$163K +$21.2K +223 +15%
RA
1588
Rational Advisors
New York
$163K +$93K +977 +140%
GPFA
1589
Game Plan Financial Advisors
Ohio
$156K – – –
RA
1590
Ransom Advisory
Rhode Island
$155K +$66.6K +700 +78%
PPC
1591
Park Place Capital
Alabama
$152K +$571 +6 +0.4%
TIM
1592
Thompson Investment Management
Wisconsin
$148K -$3.9K -41 -3%
JEST
1593
JTC Employer Solutions Trustee
Jersey
$146K – – –
RWMG
1594
Redwood Wealth Management Group
New Jersey
$143K +$140K +1,467 New
GG
1595
Gleason Group
Kentucky
$142K +$1.14K +12 +0.8%
RIA
1596
Realta Investment Advisors
Delaware
$139K -$73.7K -774 -35%
RBC
1597
Roble Belko & Company
Pennsylvania
$137K – – –
HBW
1598
Hazlett, Burt & Watson
West Virginia
$135K +$5.33K +56 +4%
SCM
1599
Silvant Capital Management
Georgia
$132K – – –
ITIM
1600
Indiana Trust & Investment Management
Indiana
$130K – – –
62 63
64
65 66