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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Castle Wealth Management
Florida
$1.04M +$60.9K +692 +7%
AC
902
Avestar Capital
New York
$1.03M +$547K +6,214 +130%
GRP
903
Global Retirement Partners
California
$1.02M +$70.6K +802 +8%
SC
904
SouthState Corp
Florida
$1.02M -$169K -1,917 -15%
GC
905
GFG Capital
Florida
$1.02M -$3.79K -43 -0.4%
MYIA
906
Mount Yale Investment Advisors
Colorado
$1M +$550K +6,244 +141%
TPI
907
Trust Point Inc
Wisconsin
$1M +$109K +1,237 +13%
MCM
908
Mork Capital Management
California
$1M – – –
CIA
909
Concurrent Investment Advisors
Florida
$1M +$82.3K +934 +10%
AIA
910
Alera Investment Advisors
Illinois
$1M -$8.37K -95 -0.9%
RPC
911
Rossmore Private Capital
Connecticut
$998K -$49.8K -566 -5%
OAM
912
Ostrum Asset Management
France
$996K – – –
VWM
913
Venturi Wealth Management
Texas
$994K +$9.86K +112 +1%
BTWM
914
Baker Tilly Wealth Management
Wisconsin
$992K -$10.7K -122 -1%
MMPW
915
Mitchell McLeod Pugh & Williams
Alabama
$991K +$705 +8 +0.1%
CFCI
916
Comprehensive Financial Consultants Institutional
Indiana
$988K +$34.1K +387 +4%
KWA
917
Kingswood Wealth Advisors
California
$985K -$64K -727 -6%
EWA
918
EP Wealth Advisors
California
$976K +$102K +1,158 +13%
GI
919
GAMMA Investing
California
$972K +$71.2K +808 +8%
ICG
920
InterOcean Capital Group
Tennessee
$969K -$27.4K -311 -3%
DAS
921
Diversify Advisory Services
Utah
$965K +$909K +10,320 New
SWA
922
Stratos Wealth Advisors
Ohio
$963K -$41.8K -475 -4%
FFA
923
Farther Finance Advisors
California
$963K +$78.4K +890 +9%
TSWM
924
Triangle Securities Wealth Management
North Carolina
$962K -$19.9K -226 -2%
GCM
925
Gibraltar Capital Management
Oklahoma
$960K -$107K -1,212 -11%
35 36
37
38 39