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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1676
Golden State Wealth Management
California
$464K -$21.5K -124 -4%
FG
1677
Foster Group
Iowa
$463K +$61.1K +353 +14%
LIA
1678
LBMC Investment Advisors
Tennessee
$462K +$7.44K +43 +2%
GLLW
1679
Graves Light Lenhart Wealth
Virginia
$461K – – –
CWM
1680
Castle Wealth Management
Florida
$460K -$20.4K -118 -4%
FC
1681
Fairscale Capital
New Hampshire
$459K – – –
EGWAG
1682
Elwood & Goetz Wealth Advisory Group
Georgia
$459K +$10.7K +62 +2%
AFC
1683
AFT Forsyth & Company
Florida
$458K +$17.3K +100 +4%
CSB
1684
City State Bank
Iowa
$458K – – –
IIM
1685
Ipswich Investment Management
Massachusetts
$456K – – –
CPCM
1686
Cardinal Point Capital Management
Ontario, Canada
$455K +$42.2K +244 +10%
WP
1687
WealthShield Partners
North Carolina
$455K -$1.04K -6 -0.2%
MCWA
1688
Meadow Creek Wealth Advisors
Georgia
$455K – – –
EFSCE
1689
Enterprise Financial Services Corp (EFSC)
Missouri
$453K -$13.7K -79 -3%
VFA
1690
Voya Financial Advisors
Connecticut
$450K +$5.71K +33 +1%
CCM
1691
Charter Capital Management
Wisconsin
$450K – – –
NW
1692
Naviter Wealth
Arkansas
$448K +$8.83K +51 +2%
PA
1693
PFG Advisors
Arizona
$448K -$52.6K -304 -10%
BP
1694
Broadleaf Partners
Ohio
$447K – – –
LBC
1695
Leigh Baldwin & Co
New York
$447K -$52.5K -303 -10%
IAAG
1696
Innovative Asset Advisors Group
Connecticut
$447K +$471K +2,718 New
JFGIW
1697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$447K -$113K -653 -19%
FCM
1698
Fell Capital Management
California
$446K -$51.9K -300 -10%
RFP
1699
Root Financial Partners
California
$446K -$60.4K -349 -11%
CA
1700
Cornerstone Advisory
Maryland
$445K +$27.2K +157 +6%
66 67
68
69 70