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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2076
ShoreHaven Wealth Partners
New Jersey
$252K – – –
DCBT
2077
Dakota Community Bank & Trust
North Dakota
$251K +$16.2K +97 +7%
RMC
2078
Resources Management Corp
Connecticut
$251K – – –
DW30
2079
Drucker Wealth 3.0
New Jersey
$251K +$236K +1,412 New
AWM
2080
Act Wealth Management
Texas
$251K +$236K +1,412 New
CFS
2081
Commonwealth Financial Services
West Virginia
$251K +$4.17K +25 +2%
WPP
2082
Whalerock Point Partners
Rhode Island
$250K – – –
UAG
2083
United Advisor Group
Ohio
$250K -$208K -1,249 -47%
6F
2084
626 Financial
Michigan
$249K – – –
QWM
2085
QP Wealth Management
New Jersey
$249K +$234K +1,403 New
BT
2086
Banque Transatlantique
France
$248K +$195K +1,168 +508%
ITIM
2087
Indiana Trust & Investment Management
Indiana
$247K – – –
AFC
2088
Avise Financial Cooperative
California
$247K +$232K +1,390 New
SIG
2089
Sargent Investment Group
Maryland
$246K +$231K +1,387 New
WPA
2090
West Paces Advisors
Georgia
$246K +$231K +1,384 New
GPW
2091
Genesis Private Wealth
Virginia
$246K +$8.17K +49 +4%
BIM
2092
Bridges Investment Management
Nebraska
$245K +$230K +1,379 New
FCM
2093
Fire Capital Management
California
$244K +$8.34K +50 +4%
TIA
2094
Traphagen Investment Advisors
New Jersey
$243K -$2.67K -16 -1%
TPWA
2095
Twin Peaks Wealth Advisors
California
$243K +$223K +1,335 New
LCM
2096
Leisure Capital Management
California
$243K – – –
CWG
2097
Crown Wealth Group
North Carolina
$243K +$8.34K +50 +4%
PGWM
2098
Pitti Group Wealth Management
New York
$243K +$334 +2 +0.1%
PAS
2099
PKS Advisory Services
New York
$243K -$19.5K -117 -8%
VC
2100
Vicus Capital
Pennsylvania
$241K +$227K +1,359 New
82 83
84
85 86