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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1076
Ausdal Financial Partners
Iowa
$561K +$154K +1,549 +37%
KFA
1077
Krane Funds Advisors
New York
$559K -$35.9K -360 -6%
BONST
1078
Bank of Nova Scotia Trust
Ontario, Canada
$557K -$26.5K -266 -4%
CCFCSB
1079
Cape Cod Five Cents Savings Bank
Massachusetts
$555K – – –
I2I
1080
Insight 2811 Inc
Illinois
$552K +$45.5K +457 +9%
BB
1081
Bell Bank
North Dakota
$551K – – –
RCA
1082
Ranch Capital Advisors
Florida
$551K +$1.49K +15 +0.3%
SAS
1083
Stelac Advisory Services
New York
$551K +$34.4K +345 +7%
FA
1084
Financial Advisors
Massachusetts
$549K – – –
MAG
1085
MRA Advisory Group
New Jersey
$549K +$110K +1,105 +25%
CWP
1086
Concord Wealth Partners
Virginia
$549K +$390K +3,914 +233%
EWM
1087
Evermay Wealth Management
Virginia
$547K – – –
RIA
1088
Regal Investment Advisors
Michigan
$546K +$5.18K +52 +0.9%
SMA
1089
Sage Mountain Advisors
Georgia
$546K +$148K +1,482 +36%
LIA
1090
LS Investment Advisors
Michigan
$545K – – –
BOM
1091
Bank of Marin
California
$544K +$120K +1,200 +28%
EI
1092
Ellevest Inc
New York
$541K +$34.9K +350 +7%
EW
1093
Evoke Wealth
California
$541K +$58.8K +590 +12%
EWA
1094
Exencial Wealth Advisors
Oklahoma
$540K +$308K +3,096 +129%
NHC
1095
Nicholas Hoffman & Company
Georgia
$539K +$100 +1 +0%
GVAG
1096
Great Valley Advisor Group
Delaware
$536K -$398 -4 -0.1%
ARC
1097
Advisor Resource Council
Texas
$534K +$542K +5,439 New
BWP
1098
BSW Wealth Partners
Colorado
$532K +$124K +1,244 +30%
PCS
1099
Personal CFO Solutions
New Jersey
$530K -$598 -6 -0.1%
RPC
1100
Rossmore Private Capital
Connecticut
$529K +$7.77K +78 +1%
42 43
44
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