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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2126
Mascoma Wealth Management
New Hampshire
$14.1K – – –
B
2127
Birchbrook
Maine
$13.3K – – –
IWM
2128
IMG Wealth Management
Florida
$13K +$11.3K +92 New
DWM
2129
Darwin Wealth Management
Florida
$12.8K – – –
PFG
2130
Putney Financial Group
California
$12.7K – – –
HFS
2131
Hughes Financial Services
Virginia
$12.6K +$2.7K +22 +33%
RWM
2132
Raffa Wealth Management
District of Columbia
$12.5K -$4.18K -34 -28%
ECM
2133
Eisler Capital Management
United Kingdom
$12.4K -$2.32M -18,863 -100%
ACA
2134
American Capital Advisory
Idaho
$12.4K +$4.3K +35 +66%
LFA
2135
Legend Financial Advisors
Pennsylvania
$12.3K +$10.7K +87 New
CWM
2136
Centricity Wealth Management
Ohio
$12.1K – – –
AP
2137
Atwood & Palmer
Missouri
$12K – – –
CTWM
2138
Cherry Tree Wealth Management
Minnesota
$11K -$13.8K -112 -59%
KIM
2139
Kestra Investment Management
Texas
$11K – – –
T
2140
Tidemark
California
$10.8K +$3.69K +30 +64%
AG
2141
AmeriFlex Group
Nevada
$10.5K – – –
FCT
2142
First Community Trust
Iowa
$10.3K – – –
QWM
2143
Quaker Wealth Management
New Jersey
$10.2K +$8.84K +72 New
CCMI
2144
Creative Capital Management Investments
California
$10.1K – – –
HHGA
2145
Halbert Hargrove Global Advisors
California
$10K -$2.95K -24 -25%
PWA
2146
Principia Wealth Advisory
Texas
$10K +$491 +4 +6%
AIM
2147
Arcadia Investment Management
Michigan
$9.86K – – –
SHIM
2148
Stone House Investment Management
Pennsylvania
$9.86K – – –
FIM
2149
FWL Investment Management
Texas
$9.72K +$8.47K +69 New
WIM
2150
Westside Investment Management
California
$9.59K +$8.35K +68 New
84 85
86
87 88