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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1701
Ruedi Wealth Management
Illinois
$18.4K +$17.2K +195 New
KSWA
1702
Kathleen S. Wright Associates
Pennsylvania
$18.1K – – –
BFS
1703
Bare Financial Services
Pennsylvania
$18.1K – – –
RTL
1704
Red Tortoise LLC
Georgia
$17.8K +$88 +1 +0.5%
GJIA
1705
Glass Jacobson Investment Advisors
Maryland
$17.5K +$88 +1 +0.5%
BC
1706
Broadwater Capital
Massachusetts
$17.2K – – –
IHWM
1707
Iron Horse Wealth Management
Iowa
$17.1K – – –
PCWA
1708
Pacific Capital Wealth Advisors
California
$17K +$7.13K +81 +81%
AW
1709
Avion Wealth
Texas
$17K +$1.06K +12 +7%
SVCP
1710
Silicon Valley Capital Partners
California
$16.8K +$88 +1 +0.6%
AP
1711
Aspect Partners
Virginia
$16.7K – – –
OPTFSNA
1712
Old Point Trust & Financial Services N A
Virginia
$16.4K +$4.84K +55 +46%
PWMG
1713
Private Wealth Management Group
New Jersey
$16.3K – – –
AIC
1714
Archer Investment Corporation
Indiana
$16.1K +$440 +5 +3%
HB
1715
Horizon Bancorp
Indiana
$16K – – –
PCMC
1716
Planning Capital Management Corporation
Pennsylvania
$15.6K -$5.37K -61 -27%
FPB
1717
First PREMIER Bank
South Dakota
$15K – – –
JFA
1718
JNBA Financial Advisors
Minnesota
$14.3K – – –
RWA
1719
Redmont Wealth Advisors
Illinois
$13.4K +$12.5K +142 New
TCM
1720
TD Capital Management
Tennessee
$13.2K – – –
KFS
1721
Kelly Financial Services
Massachusetts
$12.6K +$88 +1 +0.8%
ETC
1722
Exchange Traded Concepts
Oklahoma
$12.2K -$29K -329 -72%
PCM
1723
Penserra Capital Management
California
$12K -$506K -5,744 -98%
SC
1724
Stephens Consulting
Michigan
$11.8K – – –
GCM
1725
Gables Capital Management
Florida
$11.3K – – –
67 68
69
70 71