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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1801
Greenspring Advisors
Maryland
$507K +$3.17K +16 +0.7%
ML
1802
McAdam LLC
Pennsylvania
$506K +$21.8K +110 +5%
PB
1803
Prosperity Bancshares
Texas
$505K +$56.2K +284 +13%
MWM
1804
Moran Wealth Management
Florida
$505K +$478K +2,414 New
TWM
1805
Tripletail Wealth Management
Florida
$504K – – –
FSA
1806
Financial Security Advisor
Virginia
$504K +$2.18K +11 +0.5%
HP
1807
Havemeyer Place
Connecticut
$503K +$73.1K +369 +18%
CWM
1808
Connecticut Wealth Management
Connecticut
$502K -$272K -1,373 -36%
GEA
1809
Glen Eagle Advisors
New Jersey
$497K -$25.9K -131 -5%
TIP
1810
Torray Investment Partners
Maryland
$497K -$5.63M -28,455 -92%
CAM
1811
CPA Asset Management
Florida
$496K – – –
MWAM
1812
Manhattan West Asset Management
California
$495K -$20.2K -102 -4%
UFF
1813
USA Financial Formulas
Michigan
$495K +$469K +2,367 New
XPN
1814
XY Planning Network
Montana
$493K +$58.8K +297 +14%
BFA
1815
Bragg Financial Advisors
North Carolina
$492K -$12.9K -65 -3%
EAN
1816
Excelsior Advisor Network
Colorado
$491K +$465K +2,350 New
SIA
1817
Sovereign Investment Advisors
Arizona
$491K +$465K +2,350 New
JCM
1818
Jacobsen Capital Management
Utah
$490K -$6.14K -31 -1%
AWA
1819
A4 Wealth Advisors
North Carolina
$489K -$51.5K -260 -10%
LA
1820
Latitude Advisors
Florida
$488K +$462K +2,334 New
HWMG
1821
Hurlow Wealth Management Group
Indiana
$488K +$792 +4 +0.2%
HCM
1822
Hall Capital Management
Rhode Island
$486K – – –
AIM
1823
Anchor Investment Management
South Carolina
$486K -$485K -2,451 -51%
AI
1824
Accredited Investors
Minnesota
$486K -$145K -732 -24%
GSIS
1825
Global Strategic Investment Solutions
Arizona
$485K +$5.35K +27 +1%
71 72
73
74 75