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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1601
Okabena Investment Services
Minnesota
$21.9K +$22K +257 New
SC
1602
Solstein Capital
California
$21.9K – – –
CAM
1603
Chesapeake Asset Management
New York
$21.7K -$5.13K -60 -19%
BC
1604
Belmont Capital
California
$20.3K +$20.4K +238 New
WCM
1605
Wunderlich Capital Managemnt
Tennessee
$20K +$19.9K +233 New
NIC
1606
Northwest Investment Counselors
Oregon
$19.2K – – –
HWP
1607
Highline Wealth Partners
California
$17.4K – – –
PMFA
1608
Plante Moran Financial Advisors
Michigan
$17.1K – – –
BCM
1609
Bourgeon Capital Management
Connecticut
$17.1K -$8.55K -100 -33%
BC
1610
Barrett & Company
Rhode Island
$17.1K – – –
WSC
1611
Wellington Shields & Co
New York
$17.1K – – –
CFFP
1612
Center for Financial Planning
Michigan
$17.1K +$17.1K +200 New
WOSD
1613
WFA of San Diego
California
$17.1K +$17.1K +200 New
PP
1614
PrairieView Partners
Minnesota
$17K +$86 +1 +0.5%
VAG
1615
VisionPoint Advisory Group
Texas
$16.9K +$16.9K +198 New
WAM
1616
Worth Asset Management
Texas
$16.3K +$10.3K +121 +173%
RTL
1617
Red Tortoise LLC
Georgia
$16K – – –
GJIA
1618
Glass Jacobson Investment Advisors
Maryland
$15.8K +$15.8K +185 New
LFG
1619
Larson Financial Group
Missouri
$15.2K -$21.1K -247 -58%
SVCP
1620
Silicon Valley Capital Partners
California
$14.8K +$14.8K +173 New
AW
1621
Avion Wealth
Texas
$14K -$4.62K -54 -25%
LF
1622
Lee Financial
Texas
$13.8K -$13.3K -156 -49%
AIC
1623
Archer Investment Corporation
Indiana
$13.3K +$13.3K +156 New
MAM
1624
Marquette Asset Management
Minnesota
$13.2K +$13.3K +155 New
FPB
1625
First PREMIER Bank
South Dakota
$13K – – –
63 64
65
66 67