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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1826
IMA Advisory Services
Colorado
$477K +$362K +1,830 +406%
BWM
1827
Bulltick Wealth Management
Florida
$477K – – –
ONST
1828
Old North State Trust
North Carolina
$475K – – –
GA
1829
Goldstein Advisors
Wisconsin
$474K +$138K +696 +44%
JWM
1830
Jackson Wealth Management
Florida
$471K +$446K +2,253 New
OAM
1831
Ostrum Asset Management
France
$471K -$272K -1,375 -38%
NSAM
1832
North Star Asset Management
Wisconsin
$469K – – –
CFA
1833
CWS Financial Advisors
Michigan
$468K +$594 +3 +0.1%
VFA
1834
Voya Financial Advisors
Connecticut
$467K -$126K -636 -22%
WP
1835
Westmount Partners
California
$466K +$96.4K +487 +28%
QFP
1836
Quantum Financial Partners
Kansas
$465K +$441K +2,225 New
BOM
1837
Bank of Marin
California
$465K -$63.4K -320 -13%
LGG
1838
Luts & Greenleigh Group
Maryland
$465K -$2.57K -13 -0.6%
CA
1839
COFG Advisors
Illinois
$464K -$20.8K -105 -5%
BCM
1840
Bannerstone Capital Management
Minnesota
$464K +$439K +2,219 New
AMBIA
1841
Allen Mooney & Barnes Investment Advisors
Georgia
$462K +$396 +2 +0.1%
IP
1842
Investment Partners
Ohio
$462K +$26.1K +132 +6%
BBPWM
1843
Blue Bell Private Wealth Management
Pennsylvania
$459K – – –
CFCS
1844
CDM Financial Counseling Services
Connecticut
$459K – – –
TR
1845
Tepp RIA
New Jersey
$459K +$33.5K +169 +8%
NSUP
1846
NLB Skladi upravljanje premozenja
$458K -$4.36K -22 -1%
SB
1847
Sunflower Bank
Texas
$458K +$2.18K +11 +0.5%
PPG
1848
Peak Planning Group
Colorado
$458K +$1.39K +7 +0.3%
RWM
1849
Reston Wealth Management
Virginia
$458K +$1.78K +9 +0.4%
BFA
1850
Beacon Financial Advisory
Ohio
$457K +$19.2K +97 +5%
72 73
74
75 76