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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1801
Freedom Investment Management
Connecticut
$207K +$202K +1,642 New
FC
1802
Fusion Capital
South Carolina
$206K +$202K +1,641 New
GSIAS
1803
Garden State Investment Advisory Services
New Jersey
$206K +$201K +1,633 New
FBC
1804
Fairfield, Bush & Co
Connecticut
$205K +$201K +1,632 New
PAS
1805
PKS Advisory Services
New York
$205K +$201K +1,631 New
WHG
1806
Westwood Holdings Group
Texas
$204K +$200K +1,621 New
BWCS
1807
Beirne Wealth Consulting Services
Connecticut
$204K +$199K +1,619 New
DIP
1808
Davis Investment Partners
North Carolina
$204K +$203K +1,649 New
RCM
1809
RB Capital Management
Nevada
$203K +$199K +1,612 New
BSSFA
1810
Baron Silver Stevens Financial Advisors
Florida
$202K +$198K +1,610 New
RPWA
1811
Regent Peak Wealth Advisors
Georgia
$202K +$198K +1,610 New
VDI
1812
Vaughan David Investments
Illinois
$202K +$198K +1,606 New
MWM
1813
Massachusetts Wealth Management
Massachusetts
$201K +$197K +1,602 New
CW
1814
Channel Wealth
California
$201K +$197K +1,601 New
MTWM
1815
Masso Torrence Wealth Management
New Jersey
$201K +$197K +1,601 New
BSG
1816
Black Swift Group
Colorado
$201K +$197K +1,600 New
MFS
1817
McNamara Financial Services
Massachusetts
$201K +$197K +1,600 New
EBSAM
1818
Eubel Brady & Suttman Asset Management
Ohio
$201K +$197K +1,597 New
GPFA
1819
Game Plan Financial Advisors
Ohio
$201K
ACP
1820
Aviance Capital Partners
Florida
$201K +$197K +1,597 New
RA
1821
Ransom Advisory
Rhode Island
$200K
AAP
1822
Arax Advisory Partners
Colorado
$197K +$65.2K +529 +51%
JEST
1823
JTC Employer Solutions Trustee
Jersey
$189K
BLC
1824
Brown, Lisle/Cummings
Rhode Island
$189K +$65K +528 +54%
SSG
1825
Summit Securities Group
New York
$189K +$111K +900 +150%