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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1626
Tradewinds Capital Management
Washington
$8.87K – – –
LWA
1627
Lowe Wealth Advisors
Maryland
$8.78K – – –
AWM
1628
Accel Wealth Management
Iowa
$8.78K +$4.67K +50 +100%
MBFW
1629
Morton Brown Family Wealth
Pennsylvania
$8.6K – – –
PCM
1630
Penserra Capital Management
California
$8K – – –
AA
1631
Ancora Advisors
Ohio
$7.73K +$4.11K +44 +100%
LFA
1632
Legend Financial Advisors
Pennsylvania
$7.64K – – –
FSWA
1633
Financial Synergies Wealth Advisors
Texas
$7.64K +$2.24K +24 +38%
TF
1634
TimeScale Financial
Massachusetts
$7.38K – – –
FCT
1635
First Community Trust
Iowa
$7.29K – – –
DI
1636
Disciplined Investments
Oklahoma
$7.2K +$653 +7 +9%
AIM
1637
Arcadia Investment Management
Michigan
$6.15K -$10.4K -111 -61%
LOIP
1638
Live Oak Investment Partners
Texas
$6.15K – – –
WIM
1639
Westside Investment Management
California
$6.15K – – –
WAM
1640
Worth Asset Management
Texas
$6.15K – – –
SHIM
1641
Stone House Investment Management
Pennsylvania
$6.15K +$6.53K +70 New
AWM
1642
AllSquare Wealth Management
New York
$5.97K -$56.3K -603 -90%
WB
1643
Webster Bank
Connecticut
$5.79K +$1.21K +13 +25%
RG
1644
Retirement Group
California
$5K +$5.41K +58 New
YAL
1645
Your Advocates Ltd
Texas
$4.92K – – –
BWS
1646
Buck Wealth Strategies
Colorado
$4.45K +$4.76K +51 New
TFA
1647
Toth Financial Advisory
Virginia
$4.21K +$4.48K +48 New
HFS
1648
Hantz Financial Services
Michigan
$4K +$3.73K +40 New
CAM
1649
Costello Asset Management
Pennsylvania
$3.95K – – –
MWM
1650
Mascoma Wealth Management
New Hampshire
$3.87K – – –
64 65
66
67 68