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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KPP
2076
Kings Path Partners
Texas
$2.57K – – –
PIS
2077
POM Investment Strategies
North Carolina
$2.45K – – –
SIM
2078
Studio Investment Management
Illinois
$2.33K +$2.58K +20 New
GA
2079
GoalVest Advisory
New York
$2.1K +$2.32K +18 New
IRAG
2080
Investment Research & Advisory Group
Georgia
$2.1K +$2.32K +18 New
AT
2081
Arlington Trust
Alabama
$1.98K – – –
HWM
2082
Horizons Wealth Management
North Carolina
$1.98K – – –
HC
2083
Hara Capital
Washington
$1.98K +$2.19K +17 New
CIA
2084
Cape Investment Advisory
Georgia
$1.87K -$515 -4 -20%
NRG
2085
Nemes Rush Group
Michigan
$1.87K – – –
KIG
2086
Kessler Investment Group
Indiana
$1.75K – – –
CYG
2087
Clean Yield Group
Vermont
$1.63K -$2.71K -21 -60%
BHWM
2088
Bay Harbor Wealth Management
Maryland
$1.63K +$1.8K +14 New
NWM
2089
Nova Wealth Management
Florida
$1.63K +$1.8K +14 New
TCM
2090
TD Capital Management
Tennessee
$1.53K +$1.68K +13 New
PCTC
2091
Perkins Coie Trust Company
Washington
$1.4K +$1.55K +12 New
PWM
2092
Puff Wealth Management
New Jersey
$1.29K +$1.42K +11 New
PWM
2093
Parkworth Wealth Management
California
$1.28K – – –
JFG
2094
JDM Financial Group
Texas
$1.17K – – –
1IA
2095
1620 Investment Advisors
Massachusetts
$1.1K – – –
MSWM
2096
Mowery & Schoenfeld Wealth Management
Illinois
$1.06K -$129 -1 -10%
SOW
2097
State of Wyoming
Wyoming
$933 +$129 +1 +14%
HIA
2098
HFM Investment Advisors
New Jersey
$701 +$773 +6 New
BMC
2099
Bear Mountain Capital
Washington
$602 +$644 +5 New
CFS
2100
CGC Financial Services
Oregon
$583 – – –
82 83
84
85 86