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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
1751
Cornerstone Planning Group
New Jersey
$7.49K -$1.76K -20 -20%
IGWM
1752
ICA Group Wealth Management
Colorado
$7.06K – – –
CMP
1753
Coston McIsaac & Partners
Maine
$7K – – –
FCT
1754
First Community Trust
Iowa
$6.87K – – –
CCMI
1755
Creative Capital Management Investments
California
$6.78K – – –
DPW
1756
DiNuzzo Private Wealth
Pennsylvania
$6.69K +$440 +5 +8%
SIC
1757
SJS Investment Consulting
Ohio
$6.59K -$26.3K -299 -81%
AIM
1758
Arcadia Investment Management
Michigan
$6.59K – – –
FSWA
1759
Financial Synergies Wealth Advisors
Texas
$6.59K +$616 +7 +11%
ME
1760
McIlrath & Eck
Washington
$6.59K – – –
SHIM
1761
Stone House Investment Management
Pennsylvania
$6.59K – – –
AFWM
1762
Abich Financial Wealth Management
Virginia
$5.37K +$5.02K +57 New
YAL
1763
Your Advocates Ltd
Texas
$5.27K – – –
HWM
1764
HighMark Wealth Management
Minnesota
$4.99K +$4.67K +53 New
EWM
1765
Evermay Wealth Management
Virginia
$4.9K -$31.8K -361 -87%
VWA
1766
Valued Wealth Advisors
Utah
$4.53K -$6.25K -71 -60%
BCM
1767
Blume Capital Management
California
$4.43K – – –
WCM
1768
Westend Capital Management
California
$4.43K +$4.14K +47 New
MSWM
1769
Mowery & Schoenfeld Wealth Management
Illinois
$3.77K -$3.52K -40 -50%
CSWM
1770
Cassady Schiller Wealth Management
Ohio
$3.58K – – –
FPF
1771
First Pacific Financial
Washington
$3.3K +$3.08K +35 New
FGAM
1772
Financial Gravity Asset Management
Texas
$2.99K -$20.2K -229 -88%
ECM
1773
Everence Capital Management
Indiana
$2.99K – – –
FIA
1774
FPC Investment Advisory
California
$2.53K +$2.38K +27 New
APW
1775
Acima Private Wealth
Virginia
$2.45K – – –
69 70
71
72 73