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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1651
Capital Performance Advisors
California
$365K +$108K +734 +47%
WA
1652
Wealth Alliance
New York
$364K -$520K -3,519 -61%
HDA
1653
Harold Davidson & Associates
California
$364K – – –
GSIS
1654
Global Strategic Investment Solutions
Arizona
$362K -$11.7K -79 -3%
WG
1655
Welch Group
Alabama
$362K – – –
GF
1656
Gries Financial
Ohio
$362K +$336K +2,278 New
ONST
1657
Old North State Trust
North Carolina
$361K – – –
ACM
1658
Aster Capital Management
United Arab Emirates
$361K -$2.01M -13,618 -86%
BFG
1659
Bouchey Financial Group
New York
$361K – – –
WCM
1660
Weaver Capital Management
Georgia
$360K +$334K +2,264 New
NAM
1661
NTV Asset Management
West Virginia
$357K +$78.6K +532 +31%
VFG
1662
Victory Financial Group
Texas
$357K -$61.7K -418 -16%
LGG
1663
Luts & Greenleigh Group
Maryland
$357K +$6.5K +44 +2%
MA
1664
Maxele Advisors
Missouri
$357K – – –
WGAM
1665
Wilkinson Global Asset Management
New York
$354K – – –
MHWM
1666
Montz Harcus Wealth Management
Louisiana
$353K +$1.33K +9 +0.4%
RP
1667
Riverwater Partners
Wisconsin
$353K -$25.4K -172 -7%
ET
1668
Equitable Trust
Tennessee
$351K – – –
CA
1669
Crewe Advisors
Utah
$351K +$326K +2,206 New
WSFG
1670
Wall Street Financial Group
Illinois
$351K -$443 -3 -0.1%
WDG
1671
Wealth Dimensions Group
Ohio
$350K +$148 +1 +0%
AMBIA
1672
Allen Mooney & Barnes Investment Advisors
Georgia
$350K +$443 +3 +0.1%
GIM
1673
Groesbeck Investment Management
New Jersey
$350K – – –
IPW
1674
Intergy Private Wealth
Colorado
$349K -$7.83K -53 -2%
BBPWM
1675
Blue Bell Private Wealth Management
Pennsylvania
$349K +$18.3K +124 +6%
65 66
67
68 69