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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
1676
Nichols & Pratt Advisers
Massachusetts
$616K -$49.5K -250 -8%
AA
1677
Auxano Advisors
Washington
$614K – – –
JC
1678
JM2 Capital
Oklahoma
$613K -$4.36K -22 -0.7%
SWRP
1679
Summit Wealth & Retirement Planning
California
$612K -$84.2K -425 -13%
SIS
1680
Sound Income Strategies
Florida
$612K +$314K +1,586 +118%
SFG
1681
Southern Financial Group
Alabama
$612K -$18.8K -95 -3%
GC
1682
Guilbault Capital
Louisiana
$611K -$36.8K -186 -6%
PPC
1683
Park Place Capital
Alabama
$610K -$198 -1 -0%
SIA
1684
Spectrum Investment Advisors
Wisconsin
$608K +$576K +2,910 New
WBG
1685
Wharton Business Group
Pennsylvania
$608K -$8.91K -45 -2%
ASBI
1686
American State Bank (Iowa)
Iowa
$608K -$2.77K -14 -0.5%
LA
1687
Legacy Advisors
Pennsylvania
$607K +$49.1K +248 +9%
QFW
1688
QTR Family Wealth
Florida
$606K +$69.1K +349 +14%
KAM
1689
Karani Asset Management
New York
$604K +$572K +2,888 New
SAA
1690
Southeast Asset Advisors
Georgia
$603K – – –
CCM
1691
Charter Capital Management
Wisconsin
$598K +$24.8K +125 +5%
HAS
1692
HBW Advisory Services
California
$597K +$316K +1,594 +126%
GSWM
1693
Golden State Wealth Management
California
$596K +$6.14K +31 +1%
CA
1694
Cornerstone Advisory
Maryland
$593K +$25.3K +128 +5%
CWA
1695
CM Wealth Advisors
Ohio
$592K – – –
PWM
1696
Partners Wealth Management
California
$591K -$20.4K -103 -4%
RWA
1697
River Wealth Advisors
Pennsylvania
$590K -$4.55K -23 -0.8%
LIA
1698
LBMC Investment Advisors
Tennessee
$587K -$198 -1 -0%
AWG
1699
Altus Wealth Group
Colorado
$586K -$35.6K -180 -6%
FC
1700
Fairscale Capital
New Hampshire
$583K – – –
66 67
68
69 70