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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1951
FLC Capital Advisors
California
$401K – – –
BAM
1952
Blueshift Asset Management
New Jersey
$401K +$380K +1,917 New
NAM
1953
NTV Asset Management
West Virginia
$401K -$6.73K -34 -2%
FFC
1954
Frederick Financial Consultants
Maryland
$400K -$1.58K -8 -0.4%
TCMP
1955
Thrive Capital Management (Pennsylvania)
Pennsylvania
$400K -$5.54K -28 -1%
BL
1956
Balentine LLC
Georgia
$399K +$54.3K +274 +17%
GIM
1957
Groesbeck Investment Management
New Jersey
$397K – – –
GSIAS
1958
Garden State Investment Advisory Services
New Jersey
$397K +$376K +1,899 New
USWIA
1959
UP Strategic Wealth Investment Advisors
Pennsylvania
$396K – – –
JC
1960
JB Capital
Connecticut
$395K -$9.51K -48 -2%
CCG
1961
Coastwise Capital Group
California
$395K +$69.7K +352 +23%
SFS
1962
Sharp Financial Services
Pennsylvania
$394K +$3.56K +18 +1%
AWA
1963
AGH Wealth Advisors
Kansas
$394K +$29.7K +150 +9%
ACC
1964
Acorn Creek Capital
Colorado
$393K -$5.54K -28 -1%
NG
1965
Novem Group
New York
$393K -$73.1K -369 -16%
PHAM
1966
Palisades Hudson Asset Management
Florida
$392K – – –
RRA
1967
Red Reef Advisors
Florida
$392K -$59.4K -300 -14%
OPCM
1968
Osborne Partners Capital Management
California
$392K – – –
CS
1969
Capital Square
Tennessee
$392K -$44.4K -224 -11%
DWS
1970
Discipline Wealth Solutions
South Carolina
$392K – – –
FWM
1971
Foguth Wealth Management
Michigan
$391K +$1.39K +7 +0.4%
VH
1972
Visionary Horizons
Tennessee
$391K +$370K +1,870 New
DOA
1973
D'Orazio & Associates
Virginia
$390K +$8.32K +42 +2%
TWP
1974
Tyche Wealth Partners
Texas
$390K +$10.1K +51 +3%
PMG
1975
ProVise Management Group
Florida
$389K -$34.5K -174 -9%
77 78
79
80 81