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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2076
Acima Private Wealth
Virginia
$3.03K – – –
PGAM
2077
Princeton Global Asset Management
New Jersey
$2.8K – – –
KPP
2078
Kings Path Partners
Texas
$2.57K – – –
PIS
2079
POM Investment Strategies
North Carolina
$2.45K – – –
SIM
2080
Studio Investment Management
Illinois
$2.33K +$2.58K +20 New
GA
2081
GoalVest Advisory
New York
$2.1K +$2.32K +18 New
IRAG
2082
Investment Research & Advisory Group
Georgia
$2.1K +$2.32K +18 New
AT
2083
Arlington Trust
Alabama
$1.98K – – –
HWM
2084
Horizons Wealth Management
North Carolina
$1.98K – – –
HC
2085
Hara Capital
Washington
$1.98K +$2.19K +17 New
CIA
2086
Cape Investment Advisory
Georgia
$1.87K -$515 -4 -20%
NRG
2087
Nemes Rush Group
Michigan
$1.87K – – –
KIG
2088
Kessler Investment Group
Indiana
$1.75K – – –
CYG
2089
Clean Yield Group
Vermont
$1.63K -$2.71K -21 -60%
BHWM
2090
Bay Harbor Wealth Management
Maryland
$1.63K +$1.8K +14 New
NWM
2091
Nova Wealth Management
Florida
$1.63K +$1.8K +14 New
TCM
2092
TD Capital Management
Tennessee
$1.53K +$1.68K +13 New
PCTC
2093
Perkins Coie Trust Company
Washington
$1.4K +$1.55K +12 New
PWM
2094
Puff Wealth Management
New Jersey
$1.29K +$1.42K +11 New
PWM
2095
Parkworth Wealth Management
California
$1.28K – – –
JFG
2096
JDM Financial Group
Texas
$1.17K – – –
1IA
2097
1620 Investment Advisors
Massachusetts
$1.1K – – –
MSWM
2098
Mowery & Schoenfeld Wealth Management
Illinois
$1.06K -$129 -1 -10%
SOW
2099
State of Wyoming
Wyoming
$933 +$129 +1 +14%
HIA
2100
HFM Investment Advisors
New Jersey
$701 +$773 +6 New
82 83
84
85 86