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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1926
WPG Advisers
Maryland
$67.3K +$65.9K +535 New
EAM
1927
Empirical Asset Management
Massachusetts
$66.7K +$1.37M +11,142 New
SO
1928
Sierra Ocean
California
$64.2K +$62.8K +510 New
SN
1929
Sittner & Nelson
Oregon
$64.1K – – –
MMCM
1930
Murphy & Mullick Capital Management
New York
$63.7K +$62.4K +507 New
AF
1931
Aviso Financial
Ontario, Canada
$62.9K – – –
VIA
1932
Virtus Investment Advisers
Connecticut
$62.9K +$61.6K +500 New
MSFP
1933
Mark Sheptoff Financial Planning
Connecticut
$62.4K – – –
AWM
1934
Activest Wealth Management
Florida
$61.7K +$739 +6 +1%
MA
1935
Modus Advisors
Minnesota
$60.5K +$59.4K +482 New
PWMG
1936
Prestige Wealth Management Group
New Jersey
$59.1K – – –
AAG
1937
Accordant Advisory Group
Maryland
$59.1K – – –
RFS
1938
Richardson Financial Services
Massachusetts
$58.5K +$7.64K +62 +15%
SSA
1939
Schonfeld Strategic Advisors
New York
$58.1K -$449K -3,646 -89%
CFD
1940
Creative Financial Designs
Indiana
$57.3K +$2.71K +22 +5%
FWM
1941
FSA Wealth Management
Massachusetts
$56.5K -$62.6K -508 -53%
PWA
1942
Provenance Wealth Advisors
Florida
$55.7K – – –
WWP
1943
WR Wealth Planners
Missouri
$51.6K -$9.61K -78 -16%
WSC
1944
Wellington Shields & Co
New York
$51.4K -$32.8K -266 -39%
FF
1945
Friedenthal Financial
New Jersey
$51.2K +$50.1K +407 New
RIA
1946
Realta Investment Advisors
Delaware
$51.1K -$54.7K -444 -52%
FWA
1947
Flagship Wealth Advisors
Massachusetts
$49.8K +$48.8K +396 New
DPW
1948
DiNuzzo Private Wealth
Pennsylvania
$49.4K – – –
TPW
1949
Talon Private Wealth
Florida
$48.5K +$45.1K +366 +1,830%
RF
1950
Roxbury Financial
New Jersey
$48.1K +$45K +365 New
76 77
78
79 80