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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1926
NewSquare Capital
Pennsylvania
$51K +$50.5K +392 +871%
SN
1927
Sittner & Nelson
Oregon
$50.5K -$9.92K -77 -15%
RF
1928
Roxbury Financial
New Jersey
$48.9K +$387 +3 +0.8%
TLCM
1929
Twin Lakes Capital Management
California
$47.6K -$40.2K -312 -43%
DPW
1930
DiNuzzo Private Wealth
Pennsylvania
$46.2K +$387 +3 +0.8%
FWA
1931
Flagship Wealth Advisors
Massachusetts
$46.2K – – –
IAS
1932
IMA Advisory Services
Colorado
$45.3K +$50K +388 New
RIA
1933
Realta Investment Advisors
Delaware
$44K -$3.74K -29 -7%
MFT
1934
Moisand Fitzgerald Tamayo
Florida
$44K – – –
TCM
1935
TruNorth Capital Management
Michigan
$42.8K +$43.4K +337 +1,123%
NC
1936
North Capital
Utah
$42.6K +$47K +365 New
EIM
1937
Essex Investment Management
Massachusetts
$42.4K – – –
ETS
1938
ESL Trust Services
New York
$42K – – –
FNWA
1939
Financial Network Wealth Advisors
Utah
$41.5K +$9.66K +75 +27%
CPG
1940
Cornerstone Planning Group
New Jersey
$41.3K +$30.8K +239 +185%
PSFG
1941
Park Square Financial Group
Georgia
$41.1K -$1.29K -10 -3%
DFA
1942
DHJJ Financial Advisors
Illinois
$39.5K – – –
TIM
1943
Tortoise Investment Management
New York
$38.9K -$88.4K -686 -67%
BHWM
1944
Beaird Harris Wealth Management
Texas
$38.5K – – –
WBC
1945
West Branch Capital
Massachusetts
$38.4K -$124K -966 -75%
LWANC
1946
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.7K – – –
PPA
1947
Painted Porch Advisors
California
$37K -$6.57K -51 -14%
MSG
1948
Main Street Group
Virginia
$35.7K +$8.76K +68 +28%
T
1949
Transce3nd
Texas
$35.2K – – –
MCA
1950
Maryland Capital Advisors
Maryland
$35K – – –
76 77
78
79 80