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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
2201
Curran Financial Partners
South Carolina
$202K +$190K +1,138 New
SGK
2202
Steigerwald Gordon & Koch
Virginia
$202K +$21.2K +127 +13%
SWP
2203
Semus Wealth Partners
Florida
$202K +$190K +1,137 New
IF
2204
IRON Financial
Illinois
$202K +$189K +1,136 New
UIM
2205
Unified Investment Management
Georgia
$202K +$189K +1,136 New
BWM
2206
BAM Wealth Management
Colorado
$201K +$189K +1,132 New
FA
2207
Faithward Advisors
Pennsylvania
$200K +$188K +1,129 New
GPI
2208
General Partner Inc
Pennsylvania
$197K – – –
AI
2209
AXS Investments
New York
$195K -$16.5K -99 -8%
MEG
2210
Millstone Evans Group
Colorado
$192K – – –
TFGT
2211
TS Financial Group (TSFG)
Illinois
$190K +$167 +1 +0.1%
C
2212
Covestor
United Kingdom
$190K +$40.2K +241 +29%
FMII
2213
Farmers & Merchants Investments Inc
Nebraska
$189K -$27.7K -166 -14%
WTA
2214
Washington Trust Advisors
Massachusetts
$186K – – –
SWA
2215
SOA Wealth Advisors
New York
$181K +$4K +24 +2%
PWMA
2216
Pension & Wealth Management Advisors
Massachusetts
$180K +$167 +1 +0.1%
ISWM
2217
Intesa Sanpaolo Wealth Management
$180K +$169K +1,014 New
SMFG
2218
Sumitomo Mitsui Financial Group
Japan
$180K +$167K +1,000 New
SEP
2219
Signature Equity Partners
Ohio
$179K +$168K +1,007 New
CFG
2220
CKW Financial Group
Hawaii
$178K +$167K +1,000 New
CB
2221
Centennial Bank
Arkansas
$178K – – –
CNBTD
2222
Citizens National Bank Trust Department
Mississippi
$178K – – –
MMG
2223
Monetary Management Group
Missouri
$178K – – –
RFS
2224
Richardson Financial Services
Massachusetts
$175K +$12.7K +76 +8%
HPWM
2225
High Point Wealth Management
New Jersey
$174K +$164K +981 New
87 88
89
90 91