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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1626
Accel Wealth Management
Iowa
$8.78K +$4.67K +50 +100%
MBFW
1627
Morton Brown Family Wealth
Pennsylvania
$8.6K – – –
PCM
1628
Penserra Capital Management
California
$8K – – –
AA
1629
Ancora Advisors
Ohio
$7.73K +$4.11K +44 +100%
LFA
1630
Legend Financial Advisors
Pennsylvania
$7.64K – – –
FSWA
1631
Financial Synergies Wealth Advisors
Texas
$7.64K +$2.24K +24 +38%
TF
1632
TimeScale Financial
Massachusetts
$7.38K – – –
FCT
1633
First Community Trust
Iowa
$7.29K – – –
DI
1634
Disciplined Investments
Oklahoma
$7.2K +$653 +7 +9%
AIM
1635
Arcadia Investment Management
Michigan
$6.15K -$10.4K -111 -61%
LOIP
1636
Live Oak Investment Partners
Texas
$6.15K – – –
WIM
1637
Westside Investment Management
California
$6.15K – – –
WAM
1638
Worth Asset Management
Texas
$6.15K – – –
SHIM
1639
Stone House Investment Management
Pennsylvania
$6.15K +$6.53K +70 New
AWM
1640
AllSquare Wealth Management
New York
$5.97K -$56.3K -603 -90%
WB
1641
Webster Bank
Connecticut
$5.79K +$1.21K +13 +25%
RG
1642
Retirement Group
California
$5K +$5.41K +58 New
YAL
1643
Your Advocates Ltd
Texas
$4.92K – – –
BWS
1644
Buck Wealth Strategies
Colorado
$4.45K +$4.76K +51 New
TFA
1645
Toth Financial Advisory
Virginia
$4.21K +$4.48K +48 New
HFS
1646
Hantz Financial Services
Michigan
$4K +$3.73K +40 New
CAM
1647
Costello Asset Management
Pennsylvania
$3.95K – – –
MWM
1648
Mascoma Wealth Management
New Hampshire
$3.87K – – –
FGAM
1649
Financial Gravity Asset Management
Texas
$3.27K +$280 +3 +4%
JWM
1650
Janiczek Wealth Management
Colorado
$3.22K +$280 +3 +9%
64 65
66
67 68