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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EE
1626
EWG Elevate
California
$8.09K +$8.1K +95 New
LFA
1627
Legend Financial Advisors
Pennsylvania
$7.4K – – –
WWP
1628
WR Wealth Planners
Missouri
$7.3K -$1.53K -18 -17%
CPG
1629
Cornerstone Planning Group
New Jersey
$7.16K +$6.48K +76 New
FCT
1630
First Community Trust
Iowa
$7K – – –
FRA
1631
Front Row Advisors
California
$7K – – –
PCM
1632
Penserra Capital Management
California
$7K +$7.84K +92 New
TF
1633
TimeScale Financial
Massachusetts
$6.64K – – –
DJSG
1634
D.J. St. Germain
Massachusetts
$6.6K -$26.8K -315 -8%
DI
1635
Disciplined Investments
Oklahoma
$6.38K +$767 +9 +14%
PWMA
1636
Pension & Wealth Management Advisors
Massachusetts
$6.38K +$6.39K +75 New
KFP
1637
KB Financial Partners
New Jersey
$6K – – –
LOIP
1638
Live Oak Investment Partners
Texas
$5.95K – – –
WAM
1639
Worth Asset Management
Texas
$5.95K – – –
FSWA
1640
Financial Synergies Wealth Advisors
Texas
$5.36K +$5.37K +63 New
WB
1641
Webster Bank
Connecticut
$5K +$4.52K +53 New
YAL
1642
Your Advocates Ltd
Texas
$4.76K – – –
RTL
1643
Red Tortoise LLC
Georgia
$4.68K +$4.69K +55 New
AWM
1644
Accel Wealth Management
Iowa
$4.25K -$43.8K -514 -91%
AA
1645
Ancora Advisors
Ohio
$4K -$4.18K -49 -53%
CTA
1646
Colonial Trust Advisors
South Carolina
$3.91K +$3.92K +46 New
CAM
1647
Costello Asset Management
Pennsylvania
$3.83K +$3.83K +45 New
MWM
1648
Mascoma Wealth Management
New Hampshire
$3.66K – – –
JFA
1649
JNBA Financial Advisors
Minnesota
$3.4K – – –
TFM
1650
TFC Financial Management
Massachusetts
$3.34K – – –
64 65
66
67 68