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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
2426
D.B. Root & Company
Pennsylvania
$204K +$193K +974 New
DFG
2427
Demars Financial Group
Washington
$203K +$192K +970 New
FDDB
2428
Fidelity D&D Bancorp
Pennsylvania
$202K +$192K +968 New
KFS
2429
Kelly Financial Services
Massachusetts
$202K +$192K +968 New
SPWG
2430
Syntegra Private Wealth Group
Missouri
$202K +$191K +964 New
GCM
2431
Generation Capital Management
New York
$201K +$191K +963 New
DT
2432
DV Trading
Illinois
$201K -$656K -3,314 -78%
AT
2433
Adelphi Trust
Florida
$201K +$191K +962 New
TAM
2434
TCP Asset Management
Ohio
$201K +$191K +962 New
PP
2435
Patron Partners
Texas
$201K +$190K +961 New
PWM
2436
Paulson Wealth Management
Illinois
$201K +$190K +961 New
MCM
2437
MV Capital Management
Maryland
$201K -$1.98K -10 -1%
BEC
2438
Blue Edge Capital
Virginia
$200K -$50.9K -257 -21%
GWS
2439
Greykasell Wealth Strategies
California
$200K +$198 +1 +0.1%
JSL
2440
JT Stratford LLC
Georgia
$200K +$190K +957 New
WA
2441
WPG Advisers
Maryland
$198K +$37.2K +188 +25%
SWA
2442
SOA Wealth Advisors
New York
$198K -$7.72K -39 -4%
CSC
2443
Caldwell Sutter Capital
California
$194K +$1.39K +7 +0.8%
CIS
2444
Custom Index Systems
New York
$193K +$182K +921 New
FLP
2445
Financial Life Planners
Arizona
$191K +$990 +5 +0.5%
WSC
2446
Wellington Shields & Co
New York
$190K – – –
FWA
2447
Flagship Wealth Advisors
Massachusetts
$187K +$99K +500 +126%
GF
2448
GGM Financials
Ohio
$187K +$792 +4 +0.4%
GG
2449
Gleason Group
Kentucky
$187K +$17K +86 +11%
RRMM
2450
Regatta Research & Money Management
Louisiana
$186K +$176K +891 New
96 97
98
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