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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
1601
Richmond Brothers
Michigan
$701K +$664K +3,352 New
ANBT
1602
American National Bank & Trust
Texas
$700K -$2.18K -11 -0.3%
QFA
1603
Quantum Financial Advisors
California
$700K -$1.78K -9 -0.3%
PWM
1604
Proathlete Wealth Management
Florida
$699K +$1.98K +10 +0.3%
SC
1605
Sierra Capital
Florida
$697K -$8.91K -45 -1%
BDA
1606
Borer Denton & Associates
Pennsylvania
$697K +$660K +3,332 New
CWM
1607
Centric Wealth Management
Illinois
$695K – – –
GCP
1608
GSA Capital Partners
United Kingdom
$695K -$287K -1,447 -30%
IWA
1609
IVC Wealth Advisors
Pennsylvania
$693K -$30.7K -155 -4%
FCH
1610
Freestone Capital Holdings
Washington
$690K +$24.8K +125 +4%
BBA
1611
Baader Bank Aktiengesellschaft
Germany
$690K -$153K -772 -19%
WIS
1612
Wright Investors Service
Connecticut
$690K -$42.4K -214 -6%
WPA
1613
Wealth Preservation Advisors
Tennessee
$688K – – –
TWM
1614
Tanager Wealth Management
United Kingdom
$687K +$36.6K +185 +6%
MG
1615
Marex Group
$687K +$158K +797 +32%
OL
1616
OneFund LLC
Florida
$683K -$10.5K -53 -2%
TFIPS
1617
Towarzystwo Funduszy Inwestycyjnych PZU SA
$680K +$21.8K +110 +3%
RFP
1618
Root Financial Partners
California
$679K +$107K +542 +20%
SB
1619
SIG Brokerage
New York
$679K -$1.21M -6,090 -65%
GD
1620
Grandfield & Dodd
New York
$679K – – –
OWG
1621
Oxford Wealth Group
Florida
$679K -$10.7K -54 -2%
EFG
1622
Ethos Financial Group
Pennsylvania
$678K +$7.92K +40 +1%
EPW
1623
Endeavor Private Wealth
Kansas
$678K +$61.6K +311 +11%
BFC
1624
Bedel Financial Consulting
Indiana
$678K +$198 +1 +0%
GPA
1625
Guerra Pan Advisors
New Jersey
$677K – – –
63 64
65
66 67