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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2401
LGT Financial Advisors
Texas
$19.1K – – –
CAM
2402
Chesapeake Asset Management
New York
$18.8K -$133K -770 -87%
SA
2403
Seneschal Advisors
Washington
$18.3K – – –
MSFP
2404
Mark Sheptoff Financial Planning
Connecticut
$18.2K – – –
NRG
2405
Nemes Rush Group
Michigan
$18.1K -$519 -3 -3%
BHWM
2406
Bay Harbor Wealth Management
Maryland
$17.9K +$3.64K +21 +24%
RWM
2407
Rialto Wealth Management
New York
$17.8K +$12.8K +74 +218%
PSFG
2408
Park Square Financial Group
Georgia
$17.8K -$24.2K -140 -56%
WCM
2409
Westend Capital Management
California
$17.3K -$346 -2 -2%
FMTCOCP
2410
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K -$18.4K -106 -50%
GCM
2411
Gables Capital Management
Florida
$17K – – –
ECM
2412
Estabrook Capital Management
New York
$16.5K – – –
FDW
2413
Fourth Dimension Wealth
Ohio
$16.5K – – –
JGIA
2414
Jackson Grant Investment Advisers
Connecticut
$16.5K – – –
MPW
2415
MASECO Private Wealth
$16.3K +$2.94K +17 +21%
MBFW
2416
Morton Brown Family Wealth
Pennsylvania
$16.1K – – –
B
2417
Birchbrook
Maine
$15.8K +$173 +1 +1%
VWA
2418
Valued Wealth Advisors
Utah
$15.8K -$5.89K -34 -26%
CTA
2419
Colonial Trust Advisors
South Carolina
$15.3K +$8.14K +47 +102%
DWM
2420
Darwin Wealth Management
Florida
$15.1K – – –
SFG
2421
Strive Financial Group
Indiana
$15K – – –
SIM
2422
Synergy Investment Management
Florida
$15K +$15.8K +91 New
HFS
2423
Hughes Financial Services
Virginia
$14.5K – – –
BFS
2424
Bare Financial Services
Pennsylvania
$14.3K +$8.14K +47 +118%
RWS
2425
Retirement Wealth Solutions
Wisconsin
$14K +$6.92K +40 +89%
95 96
97
98 99