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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
1701
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
JWM
1702
Janiczek Wealth Management
Colorado
$19.7K -$793 -9 -4%
DWA
1703
Delos Wealth Advisors
Texas
$19.3K -$17.4K -198 -49%
RWM
1704
Ruedi Wealth Management
Illinois
$18.4K +$17.2K +195 New
KSWA
1705
Kathleen S. Wright Associates
Pennsylvania
$18.1K – – –
BFS
1706
Bare Financial Services
Pennsylvania
$18.1K – – –
RTL
1707
Red Tortoise LLC
Georgia
$17.8K +$88 +1 +0.5%
GJIA
1708
Glass Jacobson Investment Advisors
Maryland
$17.5K +$88 +1 +0.5%
BC
1709
Broadwater Capital
Massachusetts
$17.2K – – –
IHWM
1710
Iron Horse Wealth Management
Iowa
$17.1K – – –
PCWA
1711
Pacific Capital Wealth Advisors
California
$17K +$7.13K +81 +81%
AW
1712
Avion Wealth
Texas
$17K +$1.06K +12 +7%
SVCP
1713
Silicon Valley Capital Partners
California
$16.8K +$88 +1 +0.6%
AP
1714
Aspect Partners
Virginia
$16.7K – – –
OPTFSNA
1715
Old Point Trust & Financial Services N A
Virginia
$16.4K +$4.84K +55 +46%
PWMG
1716
Private Wealth Management Group
New Jersey
$16.3K – – –
AIC
1717
Archer Investment Corporation
Indiana
$16.1K +$440 +5 +3%
HB
1718
Horizon Bancorp
Indiana
$16K – – –
PCMC
1719
Planning Capital Management Corporation
Pennsylvania
$15.6K -$5.37K -61 -27%
FPB
1720
First PREMIER Bank
South Dakota
$15K – – –
GAA
1721
Global Assets Advisory
Florida
$14.7K +$13.8K +157 New
JFA
1722
JNBA Financial Advisors
Minnesota
$14.3K – – –
RWA
1723
Redmont Wealth Advisors
Illinois
$13.4K +$12.5K +142 New
TCM
1724
TD Capital Management
Tennessee
$13.2K – – –
KFS
1725
Kelly Financial Services
Massachusetts
$12.6K +$88 +1 +0.8%
67 68
69
70 71