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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1626
Key Financial Inc
Pennsylvania
$540K +$17.7K +106 +4%
CIC
1627
Crawford Investment Counsel
Georgia
$539K +$23K +138 +5%
NWA
1628
Navis Wealth Advisors
New York
$537K -$12.7K -76 -2%
PA
1629
PFG Advisors
Arizona
$537K -$183K -1,097 -27%
CW
1630
Code Waechter
Florida
$536K -$230K -1,381 -31%
LBC
1631
Leigh Baldwin & Co
New York
$536K -$22.4K -134 -4%
OWA
1632
One Wealth Advisors
California
$535K – – –
PWM
1633
Partners Wealth Management
California
$535K -$1.67K -10 -0.3%
FCM
1634
Fell Capital Management
California
$534K +$502K +3,010 New
SOAMC
1635
Spirit of America Management Corp
New York
$533K – – –
CCM
1636
CFO Capital Management
Connecticut
$533K +$500K +3,000 New
BFC
1637
Blue Fin Capital
Rhode Island
$526K – – –
LSL
1638
Legacy Solutions LLC
Pennsylvania
$526K -$3.67K -22 -0.7%
FFA
1639
Founders Financial Alliance
North Carolina
$526K +$2K +12 +0.4%
UFF
1640
USA Financial Formulas
Michigan
$525K -$140K -841 -22%
FOA
1641
Five Oceans Advisors
California
$523K +$2K +12 +0.4%
GSWM
1642
Golden State Wealth Management
California
$523K +$1.33K +8 +0.3%
ORC
1643
O'Rourke & Company
Massachusetts
$523K +$1.17K +7 +0.2%
JC
1644
JM2 Capital
Oklahoma
$523K +$491K +2,943 New
EW
1645
Elyxium Wealth
California
$521K +$20K +120 +4%
ASBI
1646
American State Bank (Iowa)
Iowa
$521K +$1.83K +11 +0.4%
OC
1647
Oakworth Capital
Alabama
$519K +$39.4K +236 +9%
SCP
1648
Sivia Capital Partners
California
$519K +$47.2K +283 +11%
FCB
1649
First County Bank
Connecticut
$518K -$59.7K -358 -11%
CWM
1650
Castle Wealth Management
Florida
$517K -$17.2K -103 -3%
64 65
66
67 68