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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFP
1726
Mark Sheptoff Financial Planning
Connecticut
$51.7K – – –
WWP
1727
WR Wealth Planners
Missouri
$50.8K -$5.34K -53 -10%
AWM
1728
Activest Wealth Management
Florida
$50.6K – – –
PWMG
1729
Prestige Wealth Management Group
New Jersey
$49K -$317K -3,144 -87%
AAG
1730
Accordant Advisory Group
Maryland
$49K – – –
PWM
1731
Partnership Wealth Management
Maryland
$48.8K – – –
RAM
1732
Riggs Asset Management
Pennsylvania
$48.6K -$5.04K -50 -10%
IAS
1733
IMA Advisory Services
Colorado
$47.7K +$46.1K +458 New
AFS
1734
Annapolis Financial Services
Maryland
$46.6K – – –
PWA
1735
Provenance Wealth Advisors
Florida
$46.2K – – –
CFD
1736
Creative Financial Designs
Indiana
$45.3K +$101 +1 +0.2%
TFM
1737
TFC Financial Management
Massachusetts
$44.1K +$7.86K +78 +23%
DPW
1738
DiNuzzo Private Wealth
Pennsylvania
$41K +$31.4K +312 +385%
RFS
1739
Richardson Financial Services
Massachusetts
$39.2K – – –
MFT
1740
Moisand Fitzgerald Tamayo
Florida
$38.5K -$5.04K -50 -12%
EIM
1741
Essex Investment Management
Massachusetts
$37.8K – – –
1IA
1742
1620 Investment Advisors
Massachusetts
$37.4K +$906 +9 +3%
PCMC
1743
Planning Capital Management Corporation
Pennsylvania
$37.2K +$19.2K +191 +115%
CPA
1744
Capital Performance Advisors
California
$36.2K +$35K +348 New
DFA
1745
DHJJ Financial Advisors
Illinois
$35.3K – – –
MAM
1746
Meeder Asset Management
Ohio
$34.2K +$1.11K +11 +3%
MWA
1747
Miller Wealth Advisors
Colorado
$34K – – –
WBC
1748
West Branch Capital
Massachusetts
$33.7K +$504 +5 +2%
LWANC
1749
Laurel Wealth Advisors (North Carolina)
North Carolina
$33.7K +$22.1K +219 +211%
PPA
1750
Painted Porch Advisors
California
$33K +$101 +1 +0.3%
68 69
70
71 72