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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
2151
Fortis Group Advisors
New Jersey
$300K -$1.98K -10 -0.7%
OFS
2152
Orrstown Financial Services
Pennsylvania
$300K – – –
TWA
2153
TCI Wealth Advisors
Arizona
$300K -$10.3K -52 -4%
BMWS
2154
Brady Martz Wealth Solutions
North Dakota
$298K – – –
VC
2155
Vicus Capital
Pennsylvania
$298K +$10.3K +52 +4%
MF
2156
Meridian Financial
Massachusetts
$297K – – –
DIP
2157
Davis Investment Partners
North Carolina
$297K +$22.8K +115 +9%
NC
2158
NewSquare Capital
Pennsylvania
$297K +$281K +1,421 New
CPW
2159
Cogent Private Wealth
Florida
$297K +$6.34K +32 +2%
PFG
2160
Pinnacle Financial Group
Illinois
$296K +$2.38K +12 +0.9%
TFM
2161
TFC Financial Management
Massachusetts
$296K -$44.4K -224 -14%
AWA
2162
Aletheian Wealth Advisors
Washington
$296K +$280K +1,416 New
RMC
2163
Resources Management Corp
Connecticut
$296K – – –
SL
2164
StoryOne LLC
Kansas
$296K +$280K +1,415 New
S
2165
Storgate
Texas
$296K +$280K +1,414 New
WPP
2166
Whalerock Point Partners
Rhode Island
$295K – – –
EP
2167
E6 Portfolios
Utah
$294K +$990 +5 +0.4%
HIM
2168
Hanlon Investment Management
New Jersey
$294K +$8.71K +44 +3%
6F
2169
626 Financial
Michigan
$293K – – –
EFG
2170
Embree Financial Group
Illinois
$292K +$28.9K +146 +12%
ITIM
2171
Indiana Trust & Investment Management
Indiana
$291K – – –
AAMG
2172
AMG Asset Management Group
Georgia
$291K +$19.4K +98 +8%
FWP
2173
Firethorn Wealth Partners
Georgia
$290K +$2.57K +13 +0.9%
CS
2174
Cannell & Spears
New York
$290K -$13.1K -66 -5%
WA
2175
Wealth Architects
California
$290K -$20K -101 -7%
85 86
87
88 89