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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1801
Intergy Private Wealth
Colorado
$390K – – –
CA
1802
COFG Advisors
Illinois
$389K +$366K +2,193 New
RP
1803
Riverwater Partners
Wisconsin
$388K -$5K -30 -1%
WDG
1804
Wealth Dimensions Group
Ohio
$388K -$3.17K -19 -0.9%
CB
1805
Cadence Bank
Mississippi
$388K +$167 +1 +0%
RWM
1806
Reston Wealth Management
Virginia
$387K +$71.4K +428 +24%
SB
1807
Sunflower Bank
Texas
$386K +$2.33K +14 +0.6%
RRA
1808
Red Reef Advisors
Florida
$386K +$363K +2,175 New
PPG
1809
Peak Planning Group
Colorado
$385K +$362K +2,171 New
MFG
1810
Mosaic Financial Group
Illinois
$385K – – –
SAM
1811
Smithbridge Asset Management
Pennsylvania
$383K +$360K +2,160 New
TSMHT
1812
Thurston Springer Miller Herd & Titak
Indiana
$383K +$299K +1,791 +488%
MIM
1813
Macroview Investment Management
Maryland
$382K +$1.17K +7 +0.3%
CAL
1814
Capital Advisors Ltd
Ohio
$382K – – –
AIC
1815
Argus Investors Counsel
New York
$382K – – –
RWM
1816
RKL Wealth Management
Pennsylvania
$382K +$34.4K +206 +11%
FFA
1817
Florida Financial Advisors
Florida
$381K +$54.9K +329 +18%
BF
1818
Brucke Financial
Indiana
$381K +$8.17K +49 +2%
PCM
1819
Palisade Capital Management
New Jersey
$380K +$357K +2,141 New
RCM
1820
RB Capital Management
Nevada
$378K +$21.9K +131 +7%
CWA
1821
Canvas Wealth Advisors
Kansas
$378K -$6.17K -37 -2%
PAG
1822
Private Advisory Group
Washington
$377K +$131K +785 +59%
ML
1823
McAdam LLC
Pennsylvania
$377K +$32.7K +196 +10%
CFCS
1824
CDM Financial Counseling Services
Connecticut
$376K +$354K +2,120 New
PC
1825
PCB Capital
New Jersey
$376K +$354K +2,120 New
71 72
73
74 75