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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2076
Avail Investment Partners
Pennsylvania
$326K +$47.9K +242 +18%
REMPR
2077
Roof Eidam Maycock Peralta (REMP)
California
$326K – – –
BHC
2078
Bull Harbor Capital
Maryland
$326K +$309K +1,560 New
ISWM
2079
Independent Solutions Wealth Management
New York
$326K +$6.73K +34 +2%
SWM
2080
Silverlake Wealth Management
Vermont
$325K -$53.5K -270 -15%
HPM
2081
Hoxton Planning & Management
West Virginia
$325K -$13.9K -70 -4%
KWA
2082
Kellett Wealth Advisors
Ohio
$325K +$308K +1,555 New
PA
2083
PFG Advisors
Arizona
$325K -$231K -1,167 -43%
JCM
2084
J2 Capital Management
Michigan
$324K -$73.3K -370 -19%
WTB
2085
Washington Trust Bank
Washington
$323K -$12.9K -65 -4%
LC
2086
Landaas & Company
Wisconsin
$323K – – –
SFC
2087
SYM Financial Corp
Indiana
$323K +$306K +1,546 New
EC
2088
EntryPoint Capital
New York
$323K -$14.7K -74 -5%
OWCM
2089
One Wealth Capital Management
Arizona
$323K +$306K +1,544 New
CCA
2090
Collaborative Capital Advisors
New York
$323K +$306K +1,543 New
FC
2091
Financial Council
Maryland
$323K – – –
SWP
2092
ShoreHaven Wealth Partners
New Jersey
$322K – – –
SGFG
2093
Silver Grove Financial Group
New York
$322K +$2.57K +13 +0.9%
LWM
2094
LJI Wealth Management
Indiana
$321K -$66.1K -334 -18%
TPWA
2095
Twin Peaks Wealth Advisors
California
$320K +$44K +222 +17%
CWG
2096
Crown Wealth Group
North Carolina
$320K +$9.51K +48 +3%
DAC
2097
Dividend Assets Capital
South Carolina
$320K – – –
MLFP
2098
MPS Loria Financial Planners
Illinois
$320K +$990 +5 +0.3%
GIA
2099
GHP Investment Advisors
Colorado
$320K -$13.7K -69 -4%
CCA
2100
Carrera Capital Advisors
Michigan
$320K -$15.4K -78 -5%
82 83
84
85 86