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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1901
RB Capital Management
Nevada
$430K -$16K -81 -4%
IPW
1902
Intergy Private Wealth
Colorado
$430K -$21.4K -108 -5%
CC
1903
Chicago Capital
Illinois
$429K – – –
FWA
1904
FSM Wealth Advisors
Ohio
$427K +$40K +202 +11%
PCM
1905
Prelude Capital Management
New York
$424K +$402K +2,028 New
PCA
1906
Prosperity Capital Advisors
Ohio
$422K -$231K -1,168 -37%
RPWA
1907
Regent Peak Wealth Advisors
Georgia
$421K -$8.91K -45 -2%
IFA
1908
Interactive Financial Advisors
Illinois
$421K +$1.78K +9 +0.4%
BFA
1909
Beaumont Financial Advisors
Massachusetts
$420K -$10.3K -52 -3%
SHIM
1910
Stone House Investment Management
Pennsylvania
$420K +$382K +1,929 +2,411%
LT
1911
Legacy Trust
Michigan
$419K +$14.7K +74 +4%
CWA
1912
Consilio Wealth Advisors
Washington
$419K +$6.34K +32 +2%
IPAM
1913
Investment Partners Asset Management
New Jersey
$419K – – –
LAM
1914
Lifestyle Asset Management
Texas
$418K -$2.57K -13 -0.6%
BWM
1915
BlackDiamond Wealth Management
New York
$418K +$22.8K +115 +6%
PI
1916
Parkside Investments
Illinois
$418K -$297K -1,500 -43%
EP
1917
Ehrenkranz Partners
New York
$418K – – –
RTM
1918
RH Tailwind Management
Pennsylvania
$418K +$396K +2,000 New
WFC
1919
Western Financial Corp
California
$418K +$396K +2,000 New
KOC
1920
Koss-Olinger Consulting
Florida
$418K +$1.98K +10 +0.5%
LWM
1921
LeConte Wealth Management
Tennessee
$418K -$10.9K -55 -3%
OCA
1922
Odyssey Capital Advisors
Pennsylvania
$418K -$8.32K -42 -2%
PRI
1923
Prepared Retirement Institute
Pennsylvania
$417K – – –
LWM
1924
Laidlaw Wealth Management
New York
$417K +$395K +1,997 New
SEP
1925
Southland Equity Partners
Missouri
$415K +$7.72K +39 +2%
75 76
77
78 79