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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1126
StoneX Group
New York
$340K +$336K +4,379 New
CFG
1127
Citizens Financial Group
Rhode Island
$338K +$101K +1,323 +44%
AWAP
1128
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$337K -$38.3K -500 -10%
BOM
1129
Bank of Marin
California
$337K – – –
BFS
1130
Bard Financial Services
Connecticut
$337K +$333K +4,345 New
WI
1131
Wintrust Investments
Illinois
$335K +$91.5K +1,194 +38%
RCA
1132
Ranch Capital Advisors
Florida
$335K +$321K +4,187 +3,079%
TBA
1133
Tower Bridge Advisors
Pennsylvania
$334K +$330K +4,302 New
ACM
1134
Allred Capital Management
Texas
$332K +$17.1K +223 +6%
BFEC
1135
Benjamin F. Edwards & Company
Missouri
$332K +$51.3K +670 +19%
MSFS
1136
Main Street Financial Solutions
Pennsylvania
$330K +$153 +2 +0%
BSW
1137
Buckingham Strategic Wealth
Missouri
$329K +$66.8K +872 +26%
DWM
1138
Destination Wealth Management
California
$328K – – –
AWG
1139
Altus Wealth Group
Colorado
$325K -$20K -261 -6%
SB
1140
Sunflower Bank
Texas
$325K -$16.8K -219 -5%
AWA
1141
Arete Wealth Advisors
Illinois
$325K +$87.8K +1,145 +32%
PMG
1142
ProVise Management Group
Florida
$324K +$31.5K +411 +11%
BMM
1143
Buffington Mohr McNeal
Idaho
$322K -$1.61K -21 -0.5%
FMBTD
1144
First Midwest Bank Trust Division
Illinois
$321K -$12.3K -160 -4%
KA
1145
KLCM Advisors
Wisconsin
$321K – – –
PWPS
1146
Pinnacle Wealth Planning Services
Ohio
$321K +$383 +5 +0.1%
FNB
1147
Farmers National Bank
Kentucky
$320K – – –
EMG
1148
ETF Managers Group
New Jersey
$318K -$237K -3,097 -43%
IWA
1149
Intercontinental Wealth Advisors
Texas
$318K -$88.4K -1,154 -22%
CWM
1150
Curi Wealth Management
North Carolina
$318K +$383 +5 +0.1%
44 45
46
47 48