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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RSS
1051
Rosenblum Silverman Sutton
California
$527K – – –
KA
1052
KLCM Advisors
Wisconsin
$525K +$21.8K +234 +4%
CCM
1053
Carlson Capital Management
Minnesota
$525K +$43.1K +462 +8%
GFP
1054
Gryphon Financial Partners
Ohio
$525K -$113K -1,216 -17%
NW
1055
NewEdge Wealth
Pennsylvania
$523K -$285K -3,059 -34%
MWM
1056
Mission Wealth Management
California
$523K -$39.8K -426 -7%
CD
1057
Chapin Davis
Maryland
$523K -$24.3K -260 -4%
RLIM
1058
Red Lighthouse Investment Management
New York
$522K – – –
AP
1059
Americana Partners
Texas
$521K -$25.6K -274 -4%
AWA
1060
Aaron Wealth Advisors
Illinois
$517K +$67.9K +728 +14%
KWM
1061
Kingsview Wealth Management
Oregon
$517K +$59.1K +633 +12%
TWI
1062
Thomas White International
Illinois
$516K +$5.51K +59 +1%
BFG
1063
Berger Financial Group
Minnesota
$516K -$15.6K -167 -3%
IFU
1064
iSAM Funds (UK)
United Kingdom
$515K +$212K +2,270 +63%
FMWA
1065
Forvis Mazars Wealth Advisors
Missouri
$515K +$44.5K +477 +9%
BCG
1066
Breakwater Capital Group
New Jersey
$508K +$164K +1,761 +44%
FCB
1067
First County Bank
Connecticut
$508K -$9.89K -106 -2%
LFA
1068
Legacy Financial Advisors
Kentucky
$506K -$8.12K -87 -1%
RA
1069
RFG Advisory
Alabama
$506K -$20.6K -221 -4%
HWA
1070
Heritage Wealth Advisors
Virginia
$505K -$18.2K -195 -3%
EW
1071
Evoke Wealth
California
$504K +$36.5K +391 +7%
RCAG
1072
Rehmann Capital Advisory Group
Michigan
$504K -$3.83K -41 -0.7%
I2I
1073
Insight 2811 Inc
Illinois
$504K -$7.47K -80 -1%
LCGC
1074
Legacy Capital Group California
California
$503K +$534K +5,725 New
JCIA
1075
Jackson Creek Investment Advisors
Colorado
$502K – – –
41 42
43
44 45