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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1951
Mosley Wealth Management
California
$406K -$1.69M -8,519 -81%
WCFA
1952
Walkner Condon Financial Advisors
Wisconsin
$406K +$18.2K +92 +5%
ACA
1953
Atlas Capital Advisors
Wyoming
$406K +$12.7K +64 +3%
AAG
1954
Asset Advisory Group
New Jersey
$404K – – –
PS
1955
Portfolio Strategies
New York
$404K – – –
OPTFSNA
1956
Old Point Trust & Financial Services N A
Virginia
$403K +$32.3K +163 +9%
EPW
1957
Evolve Private Wealth
California
$403K -$2.28M -11,512 -86%
GAM
1958
Gemmer Asset Management
California
$403K +$4.55K +23 +1%
NRS
1959
Neville Rodie & Shaw
New York
$403K – – –
TLFA
1960
True Link Financial Advisors
California
$403K -$5.94K -30 -2%
SCI
1961
Silver Coast Investments
United States
$403K -$37.2K -188 -9%
WDC
1962
Woodward Diversified Capital
California
$402K -$3.37K -17 -0.9%
WMA
1963
Wealth Management Associates
New Jersey
$401K – – –
FCA
1964
FLC Capital Advisors
California
$401K – – –
BAM
1965
Blueshift Asset Management
New Jersey
$401K +$380K +1,917 New
NAM
1966
NTV Asset Management
West Virginia
$401K -$6.73K -34 -2%
FFC
1967
Frederick Financial Consultants
Maryland
$400K -$1.58K -8 -0.4%
TCMP
1968
Thrive Capital Management (Pennsylvania)
Pennsylvania
$400K -$5.54K -28 -1%
BL
1969
Balentine LLC
Georgia
$399K +$54.3K +274 +17%
GIM
1970
Groesbeck Investment Management
New Jersey
$397K – – –
GSIAS
1971
Garden State Investment Advisory Services
New Jersey
$397K +$376K +1,899 New
USWIA
1972
UP Strategic Wealth Investment Advisors
Pennsylvania
$396K – – –
JC
1973
JB Capital
Connecticut
$395K -$9.51K -48 -2%
CCG
1974
Coastwise Capital Group
California
$395K +$69.7K +352 +23%
SFS
1975
Sharp Financial Services
Pennsylvania
$394K +$3.56K +18 +1%
77 78
79
80 81