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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1076
LexAurum Advisors
Kansas
$910K +$70.4K +572 +9%
MWM
1077
Mindset Wealth Management
Indiana
$910K -$63.1K -512 -7%
CFO
1078
CVA Family Office
Colorado
$910K +$572K +4,643 +179%
TPW
1079
Transatlantique Private Wealth
New York
$908K -$19.2K -156 -2%
MFG
1080
MidWestOne Financial Group
Iowa
$907K -$21.2K -172 -2%
LFM
1081
LGT Fund Management
Liechtenstein
$907K -$115K -933 -11%
NSIM
1082
North Star Investment Management
Illinois
$906K -$1.48K -12 -0.2%
IF
1083
Intrua Financial
Texas
$904K -$86K -698 -9%
HW
1084
Hancock Whitney
Mississippi
$896K +$336K +2,725 +62%
AIC
1085
Argus Investors Counsel
New York
$893K -$283K -2,300 -24%
VF
1086
Vest Financial
Virginia
$893K +$155K +1,259 +22%
CP
1087
Clarendon Private
Massachusetts
$892K +$874K +7,098 New
EHWM
1088
Eads & Heald Wealth Management
Georgia
$891K +$39.7K +322 +5%
TWM
1089
TriaGen Wealth Management
California
$889K – – –
GL
1090
Graypoint LLC
New York
$887K +$52.2K +424 +6%
MSFS
1091
Main Street Financial Solutions
Pennsylvania
$887K +$387K +3,143 +80%
MWM
1092
Mission Wealth Management
California
$881K -$126K -1,024 -13%
OBAM
1093
ODDO BHF Asset Management
France
$880K – – –
SLWA
1094
San Luis Wealth Advisors
California
$879K +$51.6K +419 +6%
RMDI
1095
R.M. Davis Inc
Maine
$877K +$122K +993 +17%
MYIA
1096
Mount Yale Investment Advisors
Colorado
$876K -$348K -2,828 -29%
GVAG
1097
Great Valley Advisor Group
Delaware
$875K -$25.9K -210 -3%
BFG
1098
Beacon Financial Group
Texas
$874K -$16.5K -134 -2%
SAG
1099
SageView Advisory Group
California
$872K +$44.5K +361 +5%
IA
1100
IFG Advisors
Missouri
$871K – – –
42 43
44
45 46