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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1576
Financial Security Advisor
Virginia
$413K +$6.79K +46 +2%
BCP
1577
Berkeley Capital Partners
Georgia
$412K +$3.99K +27 +1%
HWMG
1578
Hurlow Wealth Management Group
Indiana
$412K – – –
LIG
1579
Lokken Investment Group
Delaware
$412K +$3.25K +22 +0.9%
OCM
1580
Osterweis Capital Management
California
$411K +$22.1K +150 +6%
SIC
1581
Samalin Investment Counsel
New York
$410K -$7.53K -51 -2%
BBA
1582
BLB&B Advisors
Pennsylvania
$409K +$738 +5 +0.2%
IWA
1583
IVC Wealth Advisors
Pennsylvania
$408K +$886 +6 +0.2%
BAS
1584
Breakthru Advisory Services
Wisconsin
$407K +$378K +2,563 New
GH
1585
GAM Holding
Switzerland
$406K +$377K +2,554 New
VFA
1586
Voya Financial Advisors
Connecticut
$406K -$171K -1,158 -31%
SFI
1587
SPC Financial Inc
Maryland
$405K +$53.6K +363 +17%
BOM
1588
Bank of Marin
California
$405K – – –
SP
1589
SIH Partners
Delaware
$405K +$376K +2,546 New
WAG
1590
Wallace Advisory Group
California
$405K -$76.9K -521 -15%
OFS
1591
Orrstown Financial Services
Pennsylvania
$403K -$274K -1,857 -42%
BTWM
1592
Baker Tilly Wealth Management
Wisconsin
$403K +$1.03K +7 +0.3%
M
1593
MOTCO
Texas
$402K – – –
FZCM
1594
Flynn Zito Capital Management
New York
$401K +$148 +1 +0%
NWWA
1595
New Wave Wealth Advisors
Arkansas
$401K +$373K +2,524 New
MWM
1596
Modern Wealth Management
Kansas
$401K +$2.81K +19 +0.8%
WAG
1597
Winthrop Advisory Group
Massachusetts
$399K -$9.01K -61 -2%
FFA
1598
Fi3 Financial Advisors
Indiana
$399K +$14.2K +96 +4%
GWANC
1599
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K +$76.9K +521 +26%
TWM
1600
Thrive Wealth Management
Pennsylvania
$398K +$443 +3 +0.1%
62 63
64
65 66