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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMG
1826
Howard Capital Management Group
California
$154K – – –
ABWM
1827
Alpine Bank Wealth Management
Colorado
$147K +$162K +1,260 New
SOS
1828
Silver Oak Securities
Tennessee
$143K +$258 +2 +0.2%
RFM
1829
Royal Fund Management
Florida
$141K -$13.3K -103 -8%
WPA
1830
West Paces Advisors
Georgia
$141K – – –
RF
1831
Robinswood Financial
Washington
$140K +$26.2K +203 +20%
CWM
1832
Compass Wealth Management
Connecticut
$138K – – –
SAM
1833
Sherman Asset Management
California
$136K -$1.03K -8 -0.7%
BWL
1834
Bogart Wealth LLC
Virginia
$136K +$6.96K +54 +5%
PAG
1835
Paladin Advisory Group
Iowa
$135K – – –
RS
1836
Rakuten Securities
Japan
$132K -$187K -1,450 -56%
SIS
1837
Sound Income Strategies
Florida
$130K +$5.54K +43 +4%
WA
1838
Whipplewood Advisors
Colorado
$130K +$36.2M +280,889 +24,340%
GPI
1839
General Partner Inc
Pennsylvania
$129K – – –
MEG
1840
Millstone Evans Group
Colorado
$126K – – –
FMII
1841
Farmers & Merchants Investments Inc
Nebraska
$126K +$25.1K +195 +22%
CT
1842
Clearstead Trust
Maine
$126K -$15.7K -122 -10%
CAM
1843
Chesapeake Asset Management
New York
$125K +$25.9K +201 +23%
TIM
1844
Thompson Investment Management
Wisconsin
$125K +$258 +2 +0.2%
PA
1845
PSI Advisors
Florida
$125K – – –
CWC
1846
Carolinas Wealth Consulting
North Carolina
$124K +$1.16K +9 +0.9%
CAM
1847
Creekmur Asset Management
Illinois
$120K – – –
SWA
1848
SOA Wealth Advisors
New York
$119K +$129 +1 +0.1%
AWM
1849
Accredited Wealth Management
Kentucky
$118K – – –
1M
1850
1248 Management
Missouri
$118K +$130K +1,009 New
72 73
74
75 76