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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
976
Gallagher Capital Advisors
Texas
$1.42M +$8.6K +70 +0.7%
PPWP
977
Premier Path Wealth Partners
New Jersey
$1.42M +$68K +554 +6%
RZH
978
Relyea Zuckerberg Hanson
Connecticut
$1.42M +$66.2K +539 +6%
GA
979
Greenhaven Associates
New York
$1.41M – – –
ACM
980
Advisors Capital Management
New Jersey
$1.41M +$253K +2,058 +26%
NWAG
981
Net Worth Advisory Group
Utah
$1.4M +$26.3K +214 +2%
PPW
982
Parcion Private Wealth
Washington
$1.4M -$165K -1,343 -12%
IFG
983
Independent Financial Group
California
$1.4M +$47K +383 +4%
LIM
984
Longfellow Investment Management
Massachusetts
$1.4M -$169K -1,374 -12%
CCP
985
Clough Capital Partners
Massachusetts
$1.4M -$307K -2,500 -20%
PA
986
Procyon Advisors
Connecticut
$1.39M -$348K -2,836 -22%
MMPW
987
Mitchell McLeod Pugh & Williams
Alabama
$1.39M -$30.7K -250 -2%
CGF
988
Constant Guidance Financial
Massachusetts
$1.37M +$1.2M +9,780 New
VWM
989
Venturi Wealth Management
Texas
$1.37M +$38K +309 +3%
GFP
990
Gryphon Financial Partners
Ohio
$1.37M +$142K +1,160 +14%
RIA
991
Regal Investment Advisors
Michigan
$1.36M -$485K -3,951 -29%
NP
992
Nilsine Partners
Colorado
$1.35M +$78.1K +636 +7%
SMF
993
Scott Marsh Financial
Utah
$1.35M +$1.18M +9,596 New
IRC
994
Investors Research Corp
Georgia
$1.35M – – –
KA
995
KLCM Advisors
Wisconsin
$1.35M – – –
FCFC
996
First Citizens Financial Corp
Iowa
$1.34M +$63.4K +516 +6%
WS
997
Wedbush Securities
California
$1.34M +$124K +1,010 +12%
AWMT
998
AAFMAA Wealth Management & Trust
North Carolina
$1.33M -$737K -6,002 -39%
TPWA
999
TRUE Private Wealth Advisors
Oregon
$1.33M +$30.8K +251 +3%
AWA
1000
Aaron Wealth Advisors
Illinois
$1.33M +$67.8K +552 +6%
38 39
40
41 42