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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1726
Cardinal Point Capital Management
Ontario, Canada
$447K +$1.5K +9 +0.4%
CF
1727
Claris Financial
Virginia
$446K +$1.5K +9 +0.4%
FAM
1728
Flaharty Asset Management
Florida
$445K +$83.4K +500 +25%
GWANC
1729
Guardian Wealth Advisors (North Carolina)
North Carolina
$443K -$2.17K -13 -0.5%
ET
1730
Equitable Trust
Tennessee
$442K +$47.7K +286 +13%
UF
1731
Univest Financial
Pennsylvania
$441K – – –
QFW
1732
QTR Family Wealth
Florida
$441K +$51.9K +311 +14%
LFM
1733
LGT Fund Management
Liechtenstein
$441K -$145K -867 -26%
DAM
1734
Doheny Asset Management
California
$439K – – –
VFG
1735
Victory Financial Group
Texas
$438K +$35.7K +214 +10%
HWM
1736
Horizon Wealth Management
Illinois
$437K +$500 +3 +0.1%
EPW
1737
Endeavor Private Wealth
Kansas
$437K +$411K +2,461 New
FG
1738
Foster Group
Iowa
$437K +$4.17K +25 +1%
AWM
1739
Ariadne Wealth Management
California
$436K +$40.9K +245 +10%
ABC
1740
Associated Banc-Corp
Wisconsin
$434K -$6.34K -38 -2%
FFA
1741
Fragasso Financial Advisors
Pennsylvania
$432K +$10.7K +64 +3%
PWM
1742
Pines Wealth Management
North Carolina
$431K -$37.9K -227 -9%
SWM
1743
Steinberganna Wealth Management
New York
$431K -$95.6K -573 -19%
NFA
1744
Northern Financial Advisors
Michigan
$428K -$491K -2,942 -55%
FCM
1745
Firestone Capital Management
Florida
$427K +$667 +4 +0.2%
ONGA
1746
O'Neil Global Advisors
California
$426K +$400K +2,400 New
PWP
1747
Ponta Wealth Partners
Florida
$425K +$399K +2,395 New
HFS
1748
Hantz Financial Services
Michigan
$424K +$86.4K +518 +28%
FSA
1749
Financial Security Advisor
Virginia
$424K -$35.4K -212 -8%
GCM
1750
Goldstream Capital Management
Hong Kong
$422K – – –
68 69
70
71 72