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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1951
LexAurum Advisors
Kansas
$214K +$199K +1,348 New
MCM
1952
Manchester Capital Management
Vermont
$214K -$328K -2,218 -62%
PSB
1953
Piscataqua Savings Bank
New Hampshire
$214K -$29.5K -200 -13%
USWIA
1954
UP Strategic Wealth Investment Advisors
Pennsylvania
$214K +$194K +1,314 New
SFG
1955
Shum Financial Group
California
$214K +$198K +1,344 New
PAG
1956
Private Advisory Group
Washington
$213K +$198K +1,341 New
SI
1957
Saxon Interests
Texas
$213K +$209K +1,416 New
NPT
1958
National Philanthropic Trust
Pennsylvania
$213K +$198K +1,339 New
EI
1959
eCIO Inc
Wisconsin
$213K -$13.1K -89 -6%
WEG
1960
World Equity Group
Illinois
$212K +$198K +1,342 New
GPW
1961
Genesis Private Wealth
Virginia
$212K -$94.7K -641 -32%
YDMI
1962
Y.D. More Investments
Israel
$212K -$44.7K -303 -18%
TFS
1963
Thoroughbred Financial Services
Tennessee
$212K +$198K +1,339 New
MWA
1964
Motive Wealth Advisors
Michigan
$212K +$197K +1,333 New
MLFP
1965
MPS Loria Financial Planners
Illinois
$212K +$197K +1,332 New
NEWAS
1966
N.E.W. Advisory Services
Wisconsin
$211K +$295 +2 +0.2%
CCM
1967
Cinctive Capital Management
New York
$211K -$16.1M -108,779 -99%
HCM
1968
Hall Capital Management
Rhode Island
$211K +$196K +1,326 New
FCM
1969
Fire Capital Management
California
$210K +$196K +1,324 New
OPTFSNA
1970
Old Point Trust & Financial Services N A
Virginia
$210K +$29.5K +200 +18%
CWG
1971
Crown Wealth Group
North Carolina
$210K +$195K +1,319 New
DCBT
1972
Dakota Community Bank & Trust
North Dakota
$209K +$39.6K +268 +26%
PCM
1973
Pointe Capital Management
Michigan
$209K +$194K +1,317 New
HCMG
1974
Howard Capital Management Group
California
$209K – – –
TAM
1975
Trillium Asset Management
Massachusetts
$209K +$194K +1,314 New
77 78
79
80 81