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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
976
Avalon Trust
New Mexico
$1.17M -$129K -1,000 -9%
GA
977
Greenhaven Associates
New York
$1.17M – – –
BWM
978
Buckley Wealth Management
Nevada
$1.16M +$25.8K +200 +2%
AG
979
Ascent Group
Virginia
$1.16M +$877K +6,809 +218%
FPCP
980
Fort Point Capital Partners
California
$1.16M +$2.32K +18 +0.2%
GCA
981
Gallagher Capital Advisors
Texas
$1.15M +$50.8K +394 +4%
EDRH
982
Edmond de Rothschild Holding
Switzerland
$1.15M +$1.26M +9,764 +11,095%
TPI
983
Trust Point Inc
Wisconsin
$1.14M -$186K -1,442 -13%
NWAG
984
Net Worth Advisory Group
Utah
$1.14M +$202K +1,568 +19%
BP
985
BNP Paribas
France
$1.13M +$145K +1,128 +13%
LB
986
Legacy Bridge
Iowa
$1.13M – – –
AA
987
Armis Advisers
Georgia
$1.12M +$1.25M +9,732 New
IRC
988
Investors Research Corp
Georgia
$1.12M +$4.25K +33 +0.3%
AWA
989
Arkadios Wealth Advisors
Georgia
$1.12M +$404K +3,134 +49%
KA
990
KLCM Advisors
Wisconsin
$1.12M -$22.7K -176 -2%
IFG
991
Independent Financial Group
California
$1.11M -$260K -2,018 -17%
RZH
992
Relyea Zuckerberg Hanson
Connecticut
$1.11M -$238K -1,844 -16%
PPWP
993
Premier Path Wealth Partners
New Jersey
$1.11M -$70.2K -545 -5%
WAL
994
W Advisors LLC
Tennessee
$1.1M +$11.2K +87 +0.9%
ALA
995
Atlas Legacy Advisors
California
$1.1M -$773 -6 -0.1%
VWM
996
Venturi Wealth Management
Texas
$1.1M -$221K -1,716 -15%
MP
997
Moment Partners
California
$1.09M – – –
FFP
998
FourThought Financial Partners
Florida
$1.09M -$76K -590 -6%
BOJHT
999
Bank of Jackson Hole Trust
Wyoming
$1.09M -$48.2K -374 -4%
BB
1000
Busey Bank
Illinois
$1.08M +$66.1K +513 +6%
38 39
40
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