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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1001
RFG Advisory
Alabama
$595K +$26.6K +312 +6%
CWM
1002
Circle Wealth Management
New Jersey
$593K -$176K -2,070 -23%
EWA
1003
EP Wealth Advisors
California
$592K +$594K +6,964 New
HFM
1004
Hartford Funds Management
Pennsylvania
$590K +$308K +3,619 +109%
IA
1005
IFG Advisors
Missouri
$589K – – –
OIM
1006
Orca Investment Management
Oregon
$589K +$1.36K +16 +0.2%
TWM
1007
TriaGen Wealth Management
California
$584K – – –
KFS
1008
Kurt F. Somerville
$582K – – –
ECM
1009
Evergreen Capital Management
Washington
$574K +$1.79K +21 +0.3%
NAS
1010
Nicolet Advisory Services
Wisconsin
$573K +$274K +3,212 +101%
PWLP
1011
Prio Wealth Limited Partnership
Massachusetts
$572K -$50.9K -597 -8%
SIM
1012
Sentry Investment Management
Wisconsin
$572K -$244K -2,864 -30%
EWM
1013
Empirical Wealth Management
Washington
$572K +$16.4K +192 +3%
IAS
1014
Insigneo Advisory Services
Florida
$571K +$572K +6,715 New
IWA
1015
IBEX Wealth Advisors
New Jersey
$570K +$572K +6,707 New
LWM
1016
Laidlaw Wealth Management
New York
$569K +$341 +4 +0.1%
LSPW
1017
Lake Street Private Wealth
Illinois
$566K -$157K -1,841 -22%
SAM
1018
Strategy Asset Managers
California
$566K -$2.9K -34 -0.5%
HA
1019
Harbor Advisors
Florida
$562K – – –
GL
1020
Graypoint LLC
New York
$561K +$45K +528 +9%
AIA
1021
Arbor Investment Advisors
North Carolina
$558K +$93.6K +1,098 +20%
SS
1022
Sunbelt Securities
Texas
$558K +$42.6K +500 +8%
CBOR
1023
Community Bank of Raymore
Missouri
$556K – – –
FMP
1024
Financial Management Professionals
Texas
$552K +$95.6K +1,122 +21%
CFG
1025
Cooper Financial Group
California
$552K +$41.8K +491 +8%
39 40
41
42 43