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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1101
Triad Wealth Partners
Kansas
$1.15M +$85.5K +579 +9%
BB
1102
Berkshire Bank
Massachusetts
$1.15M -$43.4K -294 -4%
VWA
1103
Visionary Wealth Advisors
Illinois
$1.15M -$45.3K -307 -4%
IWA
1104
Icon Wealth Advisors
Texas
$1.14M -$18.8K -127 -2%
GIA
1105
Gladstone Institutional Advisory
Florida
$1.14M +$74.3K +503 +8%
KCM
1106
Kathmere Capital Management
Pennsylvania
$1.13M +$204K +1,379 +24%
KP
1107
Keel Point
Alabama
$1.13M +$31.2K +211 +3%
BPCE
1108
Bank Pictet & Cie (Europe)
Germany
$1.12M -$74.4K -504 -7%
VCM
1109
Versant Capital Management
Arizona
$1.12M +$427K +2,893 +69%
DWM
1110
Destination Wealth Management
California
$1.12M +$209K +1,413 +25%
IC
1111
Inscription Capital
Texas
$1.12M +$320K +2,166 +45%
KWA
1112
Kingswood Wealth Advisors
California
$1.12M +$30.9K +209 +3%
JIC
1113
Johnson Investment Counsel
Ohio
$1.11M -$6.64K -45 -0.6%
PI
1114
Parkside Investments
Illinois
$1.11M -$73.8K -500 -7%
AWM
1115
Arista Wealth Management
Nevada
$1.11M +$295K +2,000 +40%
GFG
1116
Goldstone Financial Group
Illinois
$1.11M -$2.95K -20 -0.3%
CAMG
1117
CWA Asset Management Group
Florida
$1.11M +$18.6K +126 +2%
III
1118
Independent Investors Inc
New York
$1.11M – – –
AFP
1119
Ausdal Financial Partners
Iowa
$1.11M +$129K +871 +14%
RCA
1120
Ranch Capital Advisors
Florida
$1.11M +$3.4K +23 +0.3%
BOJHT
1121
Bank of Jackson Hole Trust
Wyoming
$1.1M -$2.95K -20 -0.3%
EFMC
1122
Empire Financial Management Company
New York
$1.09M -$12.3K -83 -1%
RMDI
1123
R.M. Davis Inc
Maine
$1.09M +$61.7K +418 +7%
NSIM
1124
North Star Investment Management
Illinois
$1.07M -$35.9K -243 -3%
MIC
1125
Meridian Investment Counsel
California
$1.07M – – –
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