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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
1901
Asset Advisory Group
New Jersey
$318K -$26K -150 -7%
PWAM
1902
Private Wealth Asset Management
Iowa
$318K +$2.94K +17 +0.9%
PS
1903
Portfolio Strategies
New York
$318K +$335K +1,933 New
LT
1904
Legacy Trust
Michigan
$318K +$334K +1,932 New
NRS
1905
Neville Rodie & Shaw
New York
$317K – – –
VHAM
1906
Van Hulzen Asset Management
California
$317K -$405K -2,342 -55%
FFC
1907
Frederick Financial Consultants
Maryland
$316K +$10.4K +60 +3%
GHA
1908
Granite Harbor Advisors
Texas
$316K -$5.54K -32 -2%
FC
1909
Fusion Capital
South Carolina
$316K +$69.6K +402 +26%
JCM
1910
J2 Capital Management
Michigan
$316K +$8.48K +49 +3%
FCA
1911
FLC Capital Advisors
California
$316K +$55.9K +323 +20%
WMA
1912
Wealth Management Associates
New Jersey
$316K +$173 +1 +0.1%
ACC
1913
Acorn Creek Capital
Colorado
$314K -$173 -1 -0.1%
GAM
1914
Gemmer Asset Management
California
$314K +$1.56K +9 +0.5%
GIM
1915
Groesbeck Investment Management
New Jersey
$313K -$51.9K -300 -14%
PCM
1916
Polymer Capital Management
New York
$310K -$215K -1,241 -40%
PHAM
1917
Palisades Hudson Asset Management
Florida
$309K – – –
SP
1918
Stonebrook Private
Michigan
$309K +$5.37K +31 +2%
ACA
1919
Atlas Capital Advisors
Wyoming
$309K – – –
TW
1920
Tempo Wealth
Ohio
$309K +$11.4K +66 +4%
OPCM
1921
Osborne Partners Capital Management
California
$309K – – –
VAG
1922
VisionPoint Advisory Group
Texas
$309K +$36K +208 +12%
DWS
1923
Discipline Wealth Solutions
South Carolina
$308K +$324K +1,874 New
KWMG
1924
King Wealth Management Group
Florida
$308K – – –
BHIA
1925
Birch Hill Investment Advisors
Massachusetts
$308K – – –
75 76
77
78 79