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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
1026
Lee, Danner & Bass
Tennessee
$551K – – –
BSW
1027
Buckingham Strategic Wealth
Missouri
$551K +$155K +1,818 +39%
FNA
1028
First National Advisers
Nebraska
$547K +$56.8K +667 +12%
AWM
1029
Avior Wealth Management
Nebraska
$547K +$170 +2 +0%
VWA
1030
Visionary Wealth Advisors
Illinois
$543K -$36.2K -425 -6%
MWM
1031
Mission Wealth Management
California
$543K +$156K +1,827 +40%
SAM
1032
Sompo Asset Management
Japan
$542K +$4.26K +50 +0.8%
TPW
1033
Transatlantique Private Wealth
New York
$540K +$61.8K +725 +13%
BCM
1034
Brown Capital Management
Maryland
$540K -$8.95K -105 -2%
WBG
1035
Wharton Business Group
Pennsylvania
$538K – – –
RCA
1036
Ranch Capital Advisors
Florida
$537K -$18.5K -217 -3%
PCS
1037
Personal CFO Solutions
New Jersey
$537K -$25.4K -298 -5%
GIA
1038
Gladstone Institutional Advisory
Florida
$536K -$88.9K -1,043 -14%
DS
1039
DRW Securities
Illinois
$535K +$207K +2,434 +63%
SCA
1040
Sippican Capital Advisors
Massachusetts
$533K +$59.2K +695 +12%
GA
1041
Geller Advisors
New York
$531K +$7.24K +85 +1%
ORAM
1042
One River Asset Management
Connecticut
$531K +$531K +6,235 New
CWM
1043
Chicago Wealth Management
Illinois
$531K – – –
UAML
1044
US Asset Management LLC
Pennsylvania
$530K +$531K +6,231 New
SWP
1045
Strategic Wealth Partners
Ohio
$530K +$86.4K +1,014 +19%
CD
1046
Chapin Davis
Maryland
$528K +$530K +6,214 New
ZB
1047
Zions Bancorporation
Utah
$528K +$59.9K +703 +13%
AP
1048
Americana Partners
Texas
$528K +$149K +1,749 +39%
CWM
1049
Castle Wealth Management
Florida
$528K +$23.7K +278 +5%
CF
1050
Cantor Fitzgerald
New York
$526K +$527K +6,187 New
40 41
42
43 44