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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1576
Kingsman Wealth Management
Florida
$562K -$302K -1,743 -34%
HCP
1577
Hexagon Capital Partners
Arkansas
$559K +$588K +3,399 New
TIA
1578
Tiemann Investment Advisors
California
$559K +$86.6K +500 +17%
CUAMC
1579
China Universal Asset Management Company
China
$556K +$585K +3,381 New
SC
1580
Sierra Capital
Florida
$556K +$585K +3,380 New
FI
1581
Fosun International
China
$556K +$585K +3,377 New
WA
1582
Waddell & Associates
Tennessee
$554K +$23.4K +135 +4%
EFG
1583
Ethos Financial Group
Pennsylvania
$554K +$10K +58 +2%
CA
1584
Cache Advisors
California
$553K – – –
ANBT
1585
American National Bank & Trust
Texas
$553K -$6.06K -35 -1%
QFA
1586
Quantum Financial Advisors
California
$552K +$1.73K +10 +0.3%
BWP
1587
Balboa Wealth Partners
Arizona
$552K +$30.1K +174 +5%
SWRP
1588
Summit Wealth & Retirement Planning
California
$552K +$92.3K +533 +19%
CP
1589
Castleview Partners
Texas
$552K +$42.6K +246 +8%
OL
1590
OneFund LLC
Florida
$551K -$38.6K -223 -6%
AGAM
1591
AK Global Asset Management
California
$551K +$26K +150 +5%
PWM
1592
Proathlete Wealth Management
Florida
$549K +$2.25K +13 +0.4%
SSCM
1593
Spectrum Strategic Capital Management
Oregon
$547K +$16.8K +97 +3%
OWG
1594
Oxford Wealth Group
Florida
$543K -$35.1K -203 -6%
WCM
1595
Weaver Capital Management
Georgia
$543K +$3.98K +23 +0.7%
WPA
1596
Wealth Preservation Advisors
Tennessee
$541K -$7.62K -44 -1%
NL
1597
NWAM LLC
Washington
$541K -$30K -173 -5%
KFI
1598
Key Financial Inc
Pennsylvania
$538K +$39.6K +229 +8%
GD
1599
Grandfield & Dodd
New York
$534K – – –
BFC
1600
Bedel Financial Consulting
Indiana
$534K -$18.4K -106 -3%
62 63
64
65 66