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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1926
Lifestyle Asset Management
Texas
$418K -$2.57K -13 -0.6%
BWM
1927
BlackDiamond Wealth Management
New York
$418K +$22.8K +115 +6%
PI
1928
Parkside Investments
Illinois
$418K -$297K -1,500 -43%
EP
1929
Ehrenkranz Partners
New York
$418K – – –
RTM
1930
RH Tailwind Management
Pennsylvania
$418K +$396K +2,000 New
WFC
1931
Western Financial Corp
California
$418K +$396K +2,000 New
KOC
1932
Koss-Olinger Consulting
Florida
$418K +$1.98K +10 +0.5%
LWM
1933
LeConte Wealth Management
Tennessee
$418K -$10.9K -55 -3%
OCA
1934
Odyssey Capital Advisors
Pennsylvania
$418K -$8.32K -42 -2%
PRI
1935
Prepared Retirement Institute
Pennsylvania
$417K – – –
LWM
1936
Laidlaw Wealth Management
New York
$417K +$395K +1,997 New
SEP
1937
Southland Equity Partners
Missouri
$415K +$7.72K +39 +2%
SP
1938
Stonebrook Private
Michigan
$414K +$20.6K +104 +6%
WA
1939
WP Advisors
California
$414K +$1.98K +10 +0.5%
S
1940
Sunpointe
Missouri
$414K -$6.93K -35 -2%
CFS
1941
Commonwealth Financial Services
West Virginia
$413K +$3.96K +20 +1%
TW
1942
Tempo Wealth
Ohio
$412K +$19K +96 +5%
JAG
1943
Journey Advisory Group
Kentucky
$412K +$65.2K +329 +20%
VST
1944
Van Strum & Towne
California
$411K -$74.3K -375 -16%
CMBA
1945
C.M. Bidwell & Associates
Hawaii
$410K +$51.1K +258 +15%
WA
1946
Wealth Alliance
New York
$409K +$4.75K +24 +1%
SFGM
1947
Stonebridge Financial Group (Missouri)
Missouri
$408K -$1.58K -8 -0.4%
LCM
1948
Landscape Capital Management
New Jersey
$408K +$85K +429 +28%
FC
1949
Fusion Capital
South Carolina
$408K +$6.34K +32 +2%
KWMG
1950
King Wealth Management Group
Florida
$408K +$15.6K +79 +4%
76 77
78
79 80