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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1576
Proathlete Wealth Management
Florida
$590K +$6.17K +37 +1%
SW
1577
SMART Wealth
Nebraska
$588K +$552K +3,310 New
AI
1578
Accredited Investors
Minnesota
$586K +$74.7K +448 +16%
CC
1579
Centiva Capital
New York
$585K +$549K +3,293 New
LEA
1580
Legacy Edge Advisors
New York
$584K +$549K +3,290 New
WCM
1581
Weaver Capital Management
Georgia
$581K +$169K +1,011 +45%
BMCM
1582
Bryn Mawr Capital Management
Pennsylvania
$581K +$7.67K +46 +1%
ACI
1583
Alpha Cubed Investments
California
$580K +$5.84K +35 +1%
MAC
1584
Mason & Associates (California)
California
$577K +$7.67K +46 +1%
GD
1585
Grandfield & Dodd
New York
$576K – – –
WBG
1586
Wharton Business Group
Pennsylvania
$576K -$2.5K -15 -0.5%
GPA
1587
Guerra Pan Advisors
New Jersey
$575K – – –
HBW
1588
Hazlett, Burt & Watson
West Virginia
$574K +$6.84K +41 +1%
WA
1589
Waddell & Associates
Tennessee
$574K +$27.4K +164 +5%
SSCM
1590
Spectrum Strategic Capital Management
Oregon
$573K +$539K +3,229 New
ESB
1591
Essex Savings Bank
Connecticut
$573K +$667 +4 +0.1%
AWG
1592
Altus Wealth Group
Colorado
$573K -$20.2K -121 -4%
NFG
1593
Northbridge Financial Group
Florida
$572K +$537K +3,220 New
TCM
1594
Teza Capital Management
Illinois
$570K -$54.7K -328 -9%
OWP
1595
Obermeyer Wealth Partners
Colorado
$569K +$1.17K +7 +0.2%
PFWA
1596
Paces Ferry Wealth Advisors
Georgia
$569K -$5.67K -34 -1%
PCA
1597
Prosperity Capital Advisors
Ohio
$568K -$795K -4,765 -60%
AGAM
1598
AK Global Asset Management
California
$568K +$534K +3,200 New
EFG
1599
Ethos Financial Group
Pennsylvania
$568K +$35.9K +215 +7%
VI
1600
Versor Investments
New York
$567K -$29.9K -179 -5%
62 63
64
65 66