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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1126
Rothschild Investment LLC
Illinois
$342K -$456K -5,950 -57%
BCM
1127
Bluefin Capital Management
New York
$342K +$63.8K +833 +23%
AWS
1128
AJ Wealth Strategies
New York
$342K +$103K +1,350 +44%
EHWM
1129
Eads & Heald Wealth Management
Georgia
$340K -$23.3K -304 -6%
PFPT
1130
Pinnacle Financial Partners (Tennessee)
Tennessee
$340K +$14.6K +191 +5%
NFG
1131
Next Financial Group
Texas
$340K +$29.4K +383 +10%
SG
1132
StoneX Group
New York
$340K +$336K +4,379 New
CFG
1133
Citizens Financial Group
Rhode Island
$338K +$101K +1,323 +44%
AWAP
1134
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$337K -$38.3K -500 -10%
BOM
1135
Bank of Marin
California
$337K – – –
BFS
1136
Bard Financial Services
Connecticut
$337K +$333K +4,345 New
WI
1137
Wintrust Investments
Illinois
$335K +$91.5K +1,194 +38%
RCA
1138
Ranch Capital Advisors
Florida
$335K +$321K +4,187 +3,079%
TBA
1139
Tower Bridge Advisors
Pennsylvania
$334K +$330K +4,302 New
ACM
1140
Allred Capital Management
Texas
$332K +$17.1K +223 +6%
BFEC
1141
Benjamin F. Edwards & Company
Missouri
$332K +$51.3K +670 +19%
MSFS
1142
Main Street Financial Solutions
Pennsylvania
$330K +$153 +2 +0%
BSW
1143
Buckingham Strategic Wealth
Missouri
$329K +$66.8K +872 +26%
DWM
1144
Destination Wealth Management
California
$328K – – –
MGIM
1145
M&G Investment Management
United Kingdom
$325K -$50.3K -656 -14%
AWG
1146
Altus Wealth Group
Colorado
$325K -$20K -261 -6%
SB
1147
Sunflower Bank
Texas
$325K -$16.8K -219 -5%
AWA
1148
Arete Wealth Advisors
Illinois
$325K +$87.8K +1,145 +32%
PMG
1149
ProVise Management Group
Florida
$324K +$31.5K +411 +11%
BMM
1150
Buffington Mohr McNeal
Idaho
$322K -$1.61K -21 -0.5%
44 45
46
47 48