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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1726
Castle Wealth Management
Florida
$571K -$11.9K -60 -2%
AAM
1727
Alphadyne Asset Management
New York
$570K -$3.05M -15,420 -85%
AT
1728
American Trust
Kentucky
$570K +$16.6K +84 +3%
WAG
1729
Winthrop Advisory Group
Massachusetts
$570K +$10.7K +54 +2%
LBC
1730
Leigh Baldwin & Co
New York
$569K +$198 +1 +0%
BP
1731
Broadleaf Partners
Ohio
$568K – – –
MCWA
1732
Meadow Creek Wealth Advisors
Georgia
$568K -$8.91K -45 -2%
WSFG
1733
Wall Street Financial Group
Illinois
$568K +$64K +323 +13%
CA
1734
Calton & Associates
Florida
$567K -$104K -524 -16%
CA
1735
CoreCap Advisors
Michigan
$565K -$5.82M -29,380 -92%
ICP
1736
Impact Capital Partners
Colorado
$563K +$6.73K +34 +1%
VNA
1737
Valley National Advisers
Pennsylvania
$562K +$11.3K +57 +2%
FCM
1738
Fell Capital Management
California
$558K -$7.92K -40 -1%
BOPW
1739
Brandywine Oak Private Wealth
Pennsylvania
$556K +$2.18K +11 +0.4%
MA
1740
Maxele Advisors
Missouri
$555K +$526K +2,655 New
AWS
1741
Aspen Wealth Strategies
Colorado
$553K – – –
AWA
1742
Amplius Wealth Advisors
Pennsylvania
$552K +$4.16K +21 +0.8%
RA
1743
Rockingstone Advisors
Massachusetts
$550K -$198 -1 -0%
BF
1744
Brucke Financial
Indiana
$549K -$115K -582 -18%
CPW
1745
Cove Private Wealth
New York
$549K +$3.96K +20 +0.8%
KFGK
1746
Keystone Financial Group (Kentucky)
Kentucky
$549K -$167K -845 -24%
APP
1747
Avantax Planning Partners
Iowa
$548K -$111K -562 -18%
JFGIW
1748
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$547K -$20K -101 -4%
FFN
1749
Focus Financial Network
Minnesota
$546K +$28.3K +143 +6%
FFA
1750
Florida Financial Advisors
Florida
$546K +$20.8K +105 +4%
68 69
70
71 72